• We are launching $30M+ Funds and Family Offices. Here is how to set one up the best (that fits us):
• CONCEPT OF 3: Three key people (Grantor, Trustee and Beneficiaries)
• GRANTOR – Setup Trust or Family Office Trust
• TRUSTEE – Executes Trust & pays LIFE INSURANCE policies
• BENEFICIARY – TO TRUST
• WATERFALL METHOD (Based on Legal Docs by Grantor & Family Office) to continue the cycle onto each generation.
• Trust will buy more insurance on members of trust that pays back to Trust to keep building Family Office/Trust.
• Setup SINGLE FAMILY OFFICE and grow it each generation.
• ROCKEFELLER METHOD
• This is how we did it to manage Single Family office and serve our “Family Clients.”

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