PROTECTION
Advanced
Private Estate Trust
Build the structure around your assets and the people who depend on you. Formation, activation, and trustee coaching help you learn to operate it.
EXPLORE THE PROGRAM
WEALTH STRATEGIST GROUP, PLLC
A Family Office.
Built Around Your Life.
Sophisticated Strategies. Thoughtful Advice.
SIT DOWN WITH THE TEAMAdvanced
FINANCE
The Estate
Capital Engine
Build the warehouse. Rescue the retirement. Recapture third-party interest. Learn how to give capital a purpose using your numbers, with your strategist beside you.
EXPLORE THE PROGRAMACCOUNTING
Advanced
Tax Strategies
Keep your books, filings, and tax strategy connected. Work with people who know your file. Learn to understand the records behind your decisions.
EXPLORE THE PROGRAMTHE SUPPORT BEHIND THE STRATEGY
A team.
A curriculum.
An ongoing relationship.
Your strategist.
Activation, planning, and the next decision.
Your accounting team.
Bookkeeping and tax preparation through a dedicated accounting firm, with year-round coordination from your strategist.
Your curriculum.
1041 School, ministry coaching, and advanced training.
Your rhythm.
Quarterly huddles and year-end preparation.
You built it.
Give it a future.
Protection. Capital. Continuity.
HOW WE WORK TOGETHER
The architecture.
The capital.
The literacy to operate both.
You already know how to earn. We help you build the structure around what you have sacrificed for. Then we teach you how to operate it.
PROTECT WHAT YOU BUILT
Build the architecture.
Attorneys handle the legal formation and review. Your strategist works through activation and asset documentation with you. The accounting team brings the records into the books.
You learn the ownership, duties, and decisions that make your estate an operating structure.
EXPLORE PROTECTIONGIVE CAPITAL A PURPOSE
Stage it. Then deploy it.
A private workshop brings your numbers into view: funding, cash value, access, debt, retirement, and estate value. Whole life, FIA, and ROBS have a role when they fit your plan.
Start with expensive debt and third-party interest. Learn the costs, trade-offs, and discipline behind the next move.
EXPLORE FINANCELEARN TO TAKE THE WHEEL
Operate with the team.
The curriculum, 1041 School, and accounting support help you understand your responsibilities. You bring the records, ask the questions, and participate in the decisions.
The program is a working relationship. It requires your participation as well as our support.
EXPLORE ACCOUNTINGTwo parties have to show up.
We bring the strategy, coaching, and professional team. You bring the willingness to learn, maintain the records, and take responsibility for what you are building.
PRIVATE FAMILY MINISTRY
Your faith.
Your mission.
A program to carry it forward.
EXPLORE THE MINISTRY PROGRAMA genuine calling deserves an operating foundation. Formation, curriculum, coaching, and accounting support help you learn to direct resources toward the work you are called to do.
Learn appropriate asset titling, mission-driven spending, and the approvals and records behind every decision. The purpose is qualifying service, with a clear boundary around personal gain.
A CALLING TO SERVE
Healers. Faith-based homeschool communities. Religious educators. Outreach leaders. High wage earners ready to support a genuine mission.
THE BOOKS
The conversation starts
at the kitchen table.
The Art of Passing the Torch opens the conversation about what you built, who holds the keys, and how the next generation receives it. Kevin Michael’s three-book series carries that conversation into estate strategy and ministry.
EXPLORE THE BOOKSSTART WITH YOUR SITUATION
Bring your questions.
Let’s build your map.
Your family. Your business. Your capital. Your calling.
Sit down with the team and explore how the pieces can work together.