Our consulting is no nonsense.

Our highest-touch offering. Beyond setup — we guide you in using your private trust structure for:

• Business asset control

• Brand/IP protection

• Contract negotiation

• Recordkeeping + fiduciary strategy

Includes:

• All Tier 2 deliverables

• Private strategy session (60 min, Zoom)

• Custom trust ledger for your exact use-case

• Affidavit templates (Notice of Interest, Record of Claim, etc.)

• Priority support

Ideal for: Entrepreneurs, creators, parents, and estate planners ready to operate at the highest level.