By invitation & application only | For high-earning families & founders
Architect a Multi-Generational Legacy That Preserves Wealth, Shields Assets and Transmits Purpose
A bespoke 90-minute executive strategy session paired with custom legacy structuring and direct concierge introductions to specialized professionals based on your specific needs.
Limited to 2 families per month | Requires being consumer debt free
High Earnings Without Legacy Architecture Is Wealth on Borrowed Time
Most high-earning families build impressive balance sheets, yet stay exposed to three massive structural leaks.
Tax & Probate Friction
Without bespoke trust structures and asset protection, up to 40% of wealth can be eroded by estate taxes, probate court delays and public filings.
Disconnected Execution
Wealth managers sell products, accountants look backward at taxes, and estate lawyers draft static documents. Nobody is orchestrating the unified family vision.
The 3rd-Generation Curse
90% of family wealth is lost by the third generation because families pass down money without passing down alignment, financial literacy and timing frameworks.
The solution
Legacy Architecture creates a plan with trusted resources so your family can grow and preserve wealth for future generations.
The 4-Pillar Legacy Architecture Experience
Pillar 1: Secure Asset Ingestion
- Private, encrypted vault ingestion of net worth statements, balance sheets, existing trust agreements, real estate holdings and business entity structures.
Pillar 2: Custom Legacy Blueprint
- Wealth vehicle recommendations tailored to your profile and connections to implement the plan.
Pillar 3: 90-Minute Executive Session
- A private 1-on-1 strategy walkthrough with your primary decision makers: spouse, business partners or family leadership.
- Complete review of asset flows, tax mitigation concepts and succession maps.
Pillar 4: Concierge Introductions
- Infinite Banking & liquidity specialists for custom cash value policy setup and leverage design.
- Estate planning attorneys for living trusts, dynasty trusts and corporate structuring.
- Fiduciary wealth managers and family office advisors for portfolio execution aligned with your values.
You won't be left with a document that sits in a drawer. Every plan ends with warm introductions to pre-vetted partners who help you implement the plan. You also get 6 months of email check-ins with Tiffany to ensure you have everything you need.
Total Investment
Apply for Legacy Architecture
To keep delivery at an executive level, every family is reviewed before enrollment. Tiffany will reply personally.