You didn't get here by doing what was easy.

Shortcuts don't build this kind of life.

The Heritage Suite™ is a complete service built for Arizona families with over $5M in net worth who want to minimize taxes, protect their assets, and ensure a smooth, conflict-free inheritance for their children.

A Complete Family Package

Protecting everything you worked for.

100% risk free - 90 day money back guarantee

Here's what you get:

$5,000 to start, plus

$833.33/mo for 12 months

Ensure your children inherit what you've built without delay, confusion, or conflict.

Avoid probate, eliminate costly errors, and preserve your legacy for generations.

Most people don't know what it took for you to get here.

So don't expect them to understand what you have to do to protect your family.

Tax-Smart Personal Estate Plan & Trust

The foundation of arranging your personal affairs.

Irrevocable Dynasty Trust

Ready for generational real estate, life insurance, or business interests.

Family Limited Partnership

Remove your name from public records. and manage wealth

Funding & Asset Titling Oversight

Track and verify that assets are properly titled.

Family Summit

Meeting

Guided session to educate and align your heirs before any crisis.

Beginner Trusts for Adult Children ($997)

Helps create generational discipline and protection. (Up to 3)

Successor Trustee Training

Guidance and tools to help your trustee act confidently and quickly.

Emergency Family Transition Support

Walk your family through activating your plan when it matters most.

Annual Threat Assessment

Review of legal changes, new risks, and family or financial updates.

After your first year, continue the protection for just $83/month:

You didn't get here by doing what was easy.

See if you qualify for a private consultation.

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