WHO WE SERVE?
High Achievers earning $500,000 to $20,000,000 + annually. Entrepreneurs, investors, entertainers, and professionals.
Our Clients Value:
-
Privacy & Control
-
Smart Tax Strategy
-
Generational Wealth
-
Impact-driven Legacy
💼WHY THIS MATTERS?
Legacy is the New Flex
Wealth that dies with you isn't legacy. Control that lives forever is.
Concierge Tax Strategy for Us, By Us
This isn't your accountant's basic tax play--this is elite strategy by someone who gets your grind and your goals.
What Is The Real Cost Of Not Having A Private Foundation?
❌You lose control and protection of your family's wealth.
❌Your wealth is vulnerable to estate and gift taxes.
❌You donate but miss out on full tax advantages.
❌You risk losing control over a lasting legacy that outlives you.
💡THE LEGACY & TAX FREEDOM BLUEPRINT:
Control Protection Simpllicty
You don't have time for confusion or slow approvals. We get it done-- fast and right.
🌱 Immediately gain control and protect your family's wealth.
🌱 You get to control and donate appreciated assets (real estate, stocks) into your private foundation without triggering capital gains.
🌱 You get full control over charitable distributions and investments.
🌱 Annual 5% distribution rule. Your private family foundation is only required to distribute 5% annually to charities of your choosing. That's real control.
🌱 You can now protect and control your family's wealth across generations.
🌱 You've created a tax-exempt family legacy entity that outlives you.
EXCLUSIVE BONUSES
(Limited Time Offer)
-
Private Foundation Masterclass (Value: $2,500)
-
Legacy Statement & Vision Guild (Value: $1,000)
-
2-Week Rush Filing Upgrade (Value: $3,000)
BONUS VALUE:
$7,500 -- Yours FREE!
Ready to Keep More of What You Earn and Pass On Wealth with Purpose?
Click the Green Button below to book your Free Legacy Blueprint Call Today !
FREQUENTLY ASKED QUESTIONS
About Private Foundations
What is a Private Foundation?
A private foundation is a type of charitable organization, specifically a 501(c)(3) tax-exempt organization. The approval for tax-exempt status is granted by the IRS.
Private Foundations are typically established and funded by a family, individual or a corporation to support charitable activities.
Schedule Your Free Legacy Strategy Call to learn more about your options.
How do private foundations help with tax reduction?
Think of your Private Foundations as a robust financial literacy tool that allows you to save up to 30% of your Adjusted Gross Income (AGI) by donating to your own foundation.
Additionally, the annual distribution requirements are currently 5%.
Example: Donate $500,000 to your private foundation, get a 30% write-off from your AGI.
$500,000 goes into your foundation tax-free. You make an annual distribution to, say, an orphanage in South Africa for $25,000 (5%).
The foundation now has $450,000 to invest in tax-free real estate or stocks to grow the funds it can later distribute to other charitable organizations while teaching the family the power of giving.
This power-play tool allows you to create a generational legacy that gives while preserving family wealth.
Studies show "The more you give to charity, the richer you become." In more ways than one. Create a family of philanthropists today!
Learn more about your options. Schedule your Free Legacy Strategy Call Today!.
What is the process for setting up a private foundation?
It's easy, just book a Legacy Strategy Call by clicking on the green button below, and we'll handle the rest.
© Copyrights by Tax Exempt Hero. All Rights Reserved.