Eligibility & Consultation

We partner with emerging entrepreneurs and small business owners.

Schedule a free consultation to discuss your goals and explore family-based funding options.
 

Planning & Frameworks

Our team guides you through business formation, family funding structures, and legal frameworks such as LLC and trust integration to build a solid foundation.

 

Setup & Documentation

We assist with business registration, draft family funding agreements and promissory notes, and help you establish a professional web presence.
 

Launch & Support

We support you through implementation with intergenerational financial literacy training, checkbook control/self-funding strategies, and ongoing resources to help your venture thrive.