It’s the all-access, white-glove experience—unlimited support, advanced strategies, and exclusive education for high-level privacy

Clients with significant assets, business interests, or complex portfolios who want a deeply guided experience.

Coaching calls, strategy discussions, implementation questions—whatever you need, whenever you need it.

Yes. We credit your previous investment and carry forward your existing trusts and time.

We teach lawful methods of minimizing tax liability through trust structure, timing, and private jurisdiction techniques.

Not necessarily. If you want long-term protection, personalized coaching, and proactive planning, Legacy  gives you full-spectrum support.