Protect
Legal structures that put a moat between your wealth and future claims — established before you ever need them.
The Dynasty Package
Preserve your wealth. Protect it across generations. Build the
structures that outlast you.
A D V A N C E D E S T A T E & A S S E T P R O T E C T I O N P L A N N I N G
Beyond an Estate Plan — A Wealth System
Why families and business owners build a dynasty
"Build it. Protect it. Pass it on." The Dynasty Package brings tax, estate, asset protection, and investment strategy under one roof — so the wealth you've built actually reaches the people and purposes you built it for.
Most people don't have a money problem — they have a coordination problem. Your CPA doesn't talk to your attorney. Your advisor doesn't coordinate with either. The result is missed tax savings, exposed assets, and a plan that doesn't hold up when it matters most.
The Dynasty Package is our most comprehensive engagement. It includes everything in the Legacy Package, then adds the advanced structures wealthy families have always used — irrevocable complex trusts, private foundations, endowments, management companies, and private-equity and series entities — plus a full year of CFO and business development service to keep the whole system running.
Organize
An estate and a set of entities that are titled correctly, tax-efficient, and easy to administer.
Transfer
A clear roadmap for how your wealth reaches heirs and causes — privately and efficiently.
Preserve
Privacy, control, and continuity across generations, the way dynastic families have always done it.
Ready to begin? Start your estate plan online at https://vickersfinancials.com/
What's Included
Everything in the DYNASTY Package — plus advanced structure
The Legacy Foundation
- Revocable Living Trust to hold and direct your assets, out of probate and out of public record.
- Last Will & Testament directing anything outside the trust and naming your executor.
- Financial & Healthcare Powers of Attorney for decisions if you can’t make them yourself.
- Living Will, guardianship planning, and a complete estate organization checklist.
- Estate planning software — attorney-approved in all 50 states and D.C., with unlimited form generation.
Advanced Wealth Structures
Irrevocable Complex Trusts
Assets moved out of your personal estate for estate-tax and creditor purposes, structured for specific purposes — insurance ownership, generation-skipping transfers, or business succession. Drafted by licensed attorneys we coordinate with.
Private Foundations
A family-governed charitable entity with its own legal and tax existence — an income-tax deduction at funding, assets removed from your taxable estate, and a multi-generational legacy of giving your family directs.
Endowments
A permanent capital base structured to fund a mission or family purpose in perpetuity, with spending and investment policies designed to preserve principal across generations.
Ready to begin? Start your estate plan online at https://vickersfinancials.com/
Structure, Entities & Ongoing Leadership
The operating layer that keeps the plan working
Management Companies
A central entity to coordinate and control your holdings — consolidating oversight, creating legitimate compensation and expense structures, and separating operating risk from your personal balance sheet.
Private Equity Access
Direct-ownership allocation into real estate, private operating businesses, and precious metals — sized within your overall plan and held in the structure (LLC, IRA, Solo 401(k), or trust) that best fits your tax and estate picture.
Series Entities
Series LLCs and holding-company structures that silo individual properties or business lines from one another, so a claim against one asset doesn’t reach the rest.
07 One Year of CFO & Business Development Service
Outsourced financial leadership for a full year — the strategic finance function most growing businesses need long before they can justify a full-time hire. Included:
- Monthly financial reporting and rolling 13-week cash-flow forecasting
- Profitability analysis, KPI dashboards, and annual budgeting with quarterly reviews
- Banking, financing, and capital-structure support; tax coordination with your CPA
- Exit-readiness work so the business is sellable at a premium when you’re ready
Ready to begin? Start your estate plan online at https://vickersfinancials.com/
Investment & Fit
Scoped and priced to your portfolio
Custom Engagement
PRICING
The Dynasty Package is a custom engagement. Because the right combination of trusts, entities, and foundation or endowment structures depends entirely on the size and complexity of your estate, pricing varies based on your portfolio. You'll receive a clear, fixed scope and price before any work begins — and you'll always know exactly how we're compensated before you decide to move forward.
Questions worth considering.
Why wealthy families use irrevocable trusts.
Estate-tax removal, creditor protection, and control over how and when wealth transfers.
When a private foundation beats a donor-advised fund.
Family governance, longevity, and control — weighed against administration and cost.
Why entities need to come before scale.
Protecting and titling what you have correctly before you grow it is the more efficient path.
How the pieces connect.
A trust, a management company, and a series structure work as one coordinated system — not in silos.
Let's understand your situation.
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Do you have exposure to federal or state estate tax?
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Do you own a business, real estate, or private investments?
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Have you planned how assets transfer to the next generation?
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Do your current structures actually protect what you've built?
Ready to begin? Start your estate plan online at https://vickersfinancials.com/
The dynasty Package
Protect your loved ones. Organize your affairs. Create a roadmap for
transferring your wealth
C O M P R E H E N S I V E E S T A T E & DYNASTY P L A N N I N G
16701 Melford Blvd, Bowie, MD 20715 · vickersfinancials.com
Vickers Financial Group, LLC — Bowie, MD & Nationwide
Vickers Financial Group, LLC provides financial planning, tax planning, and consulting services and document-preparation support. We are not a law firm and do not provide legal advice; legal documents are drafted by licensed attorneys with whom we coordinate. We are not a CPA firm; tax returns are prepared by licensed CPAs unless engaged separately. We do not offer or set up "pure trusts," "common law" or "sovereign" trusts, or any structure that purports to make assets non-taxable or outside U.S. jurisdiction. Investment strategies involve risk, including potential loss of principal. Private and alternative investments are illiquid and often limited to accredited investors. Insurance guarantees are subject to the claims-paying ability of the issuer. Past performance is not indicative of future results. Documents should be reviewed by a licensed attorney in your jurisdiction prior to execution. Nothing in this material constitutes legal or tax advice.