Free Guide
The C-Suite Estate Planning Playbook
The 5 strategies every executive with $8M+ in net worth should have in place — and the mistakes that cost high earners millions.
What You'll Learn
The Asset Protection Gap
Why 80% of executives with sophisticated investment strategies have zero asset protection — and what that exposure actually looks like.
5 Trust Structures Every Executive Should Know
From irrevocable trusts to Cook Islands APTs — when each one is appropriate, what they cost, and how they work together.
The Tax Reduction Playbook
How GRATs, CLATs, and ILITs can legally reduce your estate tax liability by 30-50% — with real scenario examples.
The Advisor Coordination Framework
Why your CPA, financial advisor, and estate attorney need to be in the same room — and how to make that happen.
The 12-Month Protection Timeline
A step-by-step implementation roadmap from initial assessment to fully protected estate.
Written For
- C-suite executives (CEO, CFO, COO) at mid-to-large companies
- Founders and entrepreneurs with $8M+ in net worth
- Surgeons, law partners, and other high-earning professionals
- Financial advisors seeking estate planning education for clients
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