Max Generational Legacy Planning
Maximizing Retirement & Estate Planning
PROTECT THE BAG. GROW THE LEGACY.
The Hidden Threat to Your Legacy
You worked a lifetime to reach the league. Don’t let taxes, lawsuits, or bad advice take it all away. We build financial armor for the world’s most elite earners.
THE REALITY CHECK
60% of NBA Players Go Broke Within 5 Years of Retirement.
It’s not because they didn’t earn enough. It’s because they lacked a protected strategy. From Tim Duncan to Kevin Garnett, even the legends have lost millions to fraud and poor structure.
The Problem Grid:
Short Careers: Massive income in a 5–10 year window.
Predatory Risks: “Friends,” family, and bad advisors.
Legal Exposure: Lawsuits, divorce, and creditors.
Tax Erosion: High-bracket hits in every state you play in.
WHY ELITE EARNERS CHOOSE US
Your Career is Temporary. Your Wealth Shouldn't Be.
We work alongside your existing agents and attorneys to ensure your wealth is financially executable, not just a pile of cash in a bank.
“Talent builds the wealth. Strategy keeps it.”
BEYOND TRADITIONAL PLANNING
We don’t just "invest" your money. We wrap it in a proprietary structure designed for high-risk, high-income professionals.
Principal Protection
Market crashes won't erase your capital.
Legal Shield
Assets structured to be bankruptcy-remote and protected from lawsuits.
Enhanced Growth
Strategies that can produce up to 62% more than traditional plans.
Tax Advantage
Optimized to minimize your "tax drag" during and after your career.
MAXIMIZE YOUR TRANSFER, MINIMIZE THE IRS
2026 Tax Alert
Did you know you can gift up to $19,000 per person ($38,000 for couples) this year without even touching your lifetime exemption? With the current lifetime exemption at $15 Million, now is the time to structure your legacy before laws shift.
While most advisors simply suggest caution, we specialize in advanced wealth transfer. We help you navigate 2026 gift tax regulations to maximize what your family receives, utilizing legal leverage to move more value than traditional cash gifting ever could.
SIMPLE 3-STEP PROCESS
The Audit
The Blueprint
The Legacy
