RECLAIM YOUR WEALTH
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VFO Snapshot Infographic
by Wealthy Legacies

Pass the Knowledge Grant

Pass the Knowledge Grant

The PTKG grant provides significant financial benefits to awardees, reducing their out-of-pocket costs to just 10% of the total two-year expenses; (Awardee is responsible for their fees; notary; bank; trade broker, etc.)

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What makes a VFO?
A comprehensive overview of the Virtual Family Office (VFO) structure:
  • Wyoming Series LLC + Operating Agreement
  • Up to 5 Wyoming Sub-Series LLCs
  • Non-Grantor Irrevocable Personal Trust Program
  • Non-Grantor Irrevocable Operating Trust Program
  • 501(c)(3) Private Foundation Program
  • 501(c)(2) Real Property Holding Company
  • 501(c)(25) Real Estate Syndicate Holding Company
  • Foundation-Owned Life Insurance (FOLI)
  • Philanthropy and Community Good
"Ready to Take Control and Build Your Legacy?"
Discover EXACTLY what the ultra-wealthy don't want you to know, learn or profit from!
Wealthy Legacies Level Up Event
The Wealthy Legacies Level Up Event was created to empower Black and Brown communities with the financial knowledge and strategies that have been historically out of reach. Each Thursday afternoon, we come together for 50 minutes to explore essential money concepts and proven wealth-building tactics that can help us break cycles of struggle and create lasting generational wealth.
This is more than just a discussion—it's a movement. Together, we’ll uncover the tools, methods, and daily practices that lead to financial security and open doors to opportunities. Let’s level up, take control of our financial futures, and build the legacies our communities deserve!
👇🏼 Get The Wealthy Legacies Level Up Event Link 👇🏼
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They Win… You Win… We ALL Win 🤗
Wyoming Series LLC + Operating Agreement
Wyoming Series LLC (aka Holding Company)
Serves as the central entity for managing assets and investments. Provides liability protection and flexibility for managing multiple income-generating activities. Includes sub-series LLCs for isolating risks and liabilities.
Up to 5 Wyoming Sub-Series LLCs – Active Income Generators
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Sub-series LLCs
Sub-series LLCs are created under the Wyoming Series LLC. Each sub-series operates independently to generate income through investments, businesses, or other ventures. Risk and liabilities are isolated within each sub-series.
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Examples
Sub-series 1: Active Income Generator
Sub-series 2: Active Income Generator
Sub-series 3: Active Income Generator
Non-Grantor Irrevocable Personal Trust Program
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Non-Grantor Irrevocable Personal Trust (NGIT)
Protects personal assets and facilitates intergenerational wealth transfer.
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Beneficiaries can include
Family members, friends, or other individuals. Charitable organizations (e.g., non-profits). Educational institutions (e.g., schools, universities). Religious organizations (e.g., churches, synagogues). Government entities (e.g., public welfare or government programs).
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Protection
Ensures assets are protected from creditors, lawsuits, and other risks.
Non-Grantor Irrevocable Operating Trust Program
Non-Grantor Irrevocable Operating Trust
Manages operational assets and supports business or investment activities.
Membership Interest
Holds 50% membership interest in the Wyoming Series LLC.
Beneficiaries
Beneficiaries can include family members, charitable organizations, or other entities.
501(c)(3) Private Foundation Program
501(c)(3) Private Foundation (PF)
A tax-exempt entity used for philanthropic activities.
Key purposes
Supporting children's programs, elder assistance, and disaster relief. Providing aid for veterans, pets, and animal recovery.
Benefits
Tax-deductible donations. Legacy-building through charitable giving. Assets from the foundation can be invested to generate income for charitable purposes.
501(c)(2) Real Property Holding Company
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501(c)(2) Title Holding Company
A tax-exempt entity used to hold and manage real estate or other properties.
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Purpose
Protects real estate assets from liabilities.
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Income Generation
Generates income for the benefit of the foundation or other entities.
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Asset Leverage
Assets can be leveraged to secure loans or other financial opportunities.
They Win… You Win… We ALL Win 🤗
501(c)(25) Real Estate Syndicate Holding Company

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501(c)(25) Real Property Management Program
A tax-exempt entity for real estate syndication
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Purpose
Facilitates investments and provides protection
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Asset Management
Generates income for family financial goals
501(c)(25) Real Estate Syndicate Holding Company – 501(c)(25) Real Property Management Program: A tax-exempt entity used for real estate syndication and property management. Purpose: Facilitates real estate investments and syndication activities. Provides liability protection for real estate ventures. Assets are managed to generate income and support the family's financial goals. Additional Notes from the Infographic
Foundation-Owned Life Insurance (FOLI)
Building Strong Balance Sheet
Used to build a strong balance sheet for the foundation.
Financial Stability
Provides financial stability and ensures continuity for philanthropic and operational goals.
Philanthropy and Community Good
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Children's Programs
Supporting educational and welfare initiatives for children
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Elder Assistance
Providing support for elderly community members
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Disaster Relief
Offering aid during natural disasters and emergencies
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Veterans' Support
Assisting veterans with various needs and services
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Pet and Animal Recovery
Supporting animal welfare and rescue operations
Supported through the 501(c)(3) Private Foundation and other entities. Focus areas include: Children's programs. Elder assistance. Disaster relief. Veterans' support. Pet and animal recovery.