Tax savings you never claimed
Strategies that only work when the tax plan and the legal structure are built together — not bolted on in April.
Vickers Financial Group · Advanced Estate & Asset Protection
The rich don't pay fewer taxes by luck.They pay less by design.
Every tax decision touches estate, investment, retirement, and business strategy. We coordinate all of them — not in separate meetings with separate professionals, but in one conversation.
30 minutes · No cost · No pressure · vickersfinancials.com
The problem nobody bills you for
Your CPA and your attorney have never spoken.That silence is expensive.
You don't have a money problem. You have a coordination problem. Your accountant, your attorney, and your advisor each guard their own corner — and the gaps between them are where your wealth quietly leaks out.
Assets sitting in the open
Everything you've built, titled in your own name, one lawsuit or claim away from being reachable.
A plan that fails on
the day it's needed
Documents that don't talk to each other, so probate, taxes, and family conflict undo years of work.
Beyond an estate plan — a wealth system
Build it. Protect it. Pass it on.
The Dynasty Package is our most comprehensive engagement. It 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. Four jobs, one coordinated system:
A moat, built early
Legal structures that stand between your wealth and future claims — established long before you ever need them, because after the claim arrives is too late.
Titled correctly, taxed efficiently
An estate and a set of entities that are structured right, easy to administer, and working with your tax picture instead of against it.
A clear road to your heirs
A defined roadmap for how your wealth reaches the next generation and the causes you care about — privately, and without the courthouse.
Control across generations
Privacy, continuity, and command of your legacy — held the way dynastic families have always held it: on purpose, for the long run.
The family office model — built around you
We don't just hand you a structure. We teach you to run one.
The wealthiest families don't manage money — they operate a family office: a team of experts working under one strategy. We show you how to run your business and capture the tax benefits the same way. Pay less in taxes, keep more to invest, and build a legacy that compounds.
We work for you, not a product
We don't sell you an in-house menu. We interview and hire the right experts on your behalf — no allegiance to any firm, fund, or product line but your outcome.
The right attorney and tax consultant
We pair you with vetted specialists and coordinate them into one plan — so your legal, tax, and investment moves finally pull in the same direction.
Estate & business continuation
A full estate and business-continuation plan, with the proper structure underneath it — so the enterprise you built survives the transition to the next generation.
Run it like a family office
You get the operating playbook the ultra-wealthy use every day — the systems, the structure, and the coordination that turn income into a lasting legacy.
What's inside
Everything in the Legacy Package — then the structures the wealthy actually use.
The Legacy foundation, included: revocable living trust, last will & testament, financial and healthcare powers of attorney, living will and guardianship planning, a complete estate-organization checklist, and attorney-approved estate software valid in all 50 states and D.C.
1
Irrevocable Complex Trusts
Assets moved out of your personal estate for estate-tax and creditor purposes — structured for insurance ownership, generation-skipping transfers, or business succession, and drafted by the licensed attorneys we coordinate with.
2
Private Foundations
A family-governed charitable entity with its own legal and tax existence: a deduction at funding, assets removed from your taxable estate, and a giving legacy your family directs for generations.
3
Endowments
A permanent capital base built to fund a mission or family purpose in perpetuity, with spending and investment policies designed to protect the principal across generations.
4
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.
5
Private Equity Access
Direct-ownership allocation into real estate, private operating businesses, and precious metals — sized to your plan and held in the structure (LLC, IRA, Solo 401(k), or trust) that best fits your tax and estate picture.
6
Series Entities
Series LLCs and holding-company structures that silo each property or business line from the others — so a claim against one asset can't reach the rest.
The operating layer · included for a full year
One year of CFO & business development service.
Outsourced financial leadership — the strategic finance function most growing businesses need long before they can justify a full-time hire. Structure without operation is just paperwork; this is what keeps the whole system running.
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 — so nothing falls through the cracks
Exit-readiness work, so the business is sellable at a premium when you're ready
Every structure coordinated so tax, legal, and investment decisions move together
If any of these is a "yes," we should talk
Four questions worth sitting with.
Do you have exposure to federal or state estate tax?
The exemption won't last forever. The families who plan before it drops keep the difference.
Do you own a business, real estate, or private investments?
Then you own risk that's currently pointed straight at everything else you have.
Have you actually planned how assets transfer to the next generation?
Not “someday” — on paper, titled, and coordinated. Hope is not a transfer strategy.
Do your current structures actually protect what you've built?
Most don't. They were set up one at a time, by people who never spoke to each other.
On investment
Scoped to your estate. Priced before any work begins.
The Dynasty Package is a custom engagement — the right mix of trusts, entities, and foundation or endowment structures depends entirely on the size and complexity of what you've built. You'll get a clear, fixed scope and price before we start, and you'll always know exactly how we're compensated before you decide to move forward.
Let's build your dynasty
The structures that outlast you don't build themselves.
Start with a complimentary 30-minute strategy session. We'll review where you are, where you want to go, and which structures fit. No cost, no obligation — just clarity.