Legacy and Leverage

Legacy and Leverage is a comprehensive guide for high-net-worth individuals, business owners, and financial professionals seeking to preserve and grow wealth across generations. In today’s complex financial environment, merely accumulating assets is not enough; effective wealth management requires strategic tools and techniques to protect assets from taxation, legal risks, and economic instability. This book delves into advanced wealth-preservation strategies using trusts, tax planning, and business structuring.

Beginning with the fundamentals of wealth protection, Legacy and Leverage explores the intricate world of trust structures, from revocable and irrevocable trusts to complex dynasty and offshore trusts, tailored to secure assets and ensure they serve a legacy over time. The book further details actionable tax strategies involving trusts and LLCs to minimize income, estate, and capital gains taxes, helping readers structure businesses efficiently for longevity and tax optimization.

Additional chapters cover crucial aspects of estate planning, including the use of family foundations, life insurance, and international financial tools to create a robust, future-proof financial plan. Inspired by the Rockefeller family’s multi-generational wealth model, the book provides a blueprint for safeguarding wealth while creating a philanthropic legacy that endures. With actionable insights and practical frameworks, Legacy and Leverage equips readers to build a resilient and impactful financial legacy that stands the test of time.