Build Wealth That Lasts
Create a multi-generational family legacy using wealth preservation strategies of the ultra-wealthy.
Amazon Bestseller
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Families Nationwide
Comprehensive Wealth Building Strategies
We provide a complete framework for building and preserving generational wealth through proven strategies used by the ultra-wealthy.
Rockefeller Wealth Strategies
Unlock the closely-guarded financial secrets of America's most enduring wealthy families.
Learn MoreDynasty Trust Architecture
Design impenetrable legal structures that protect and grow your wealth for generations.
Learn MorePerpetual Wealth Engines
Create self-sustaining financial systems that compound your family's prosperity over centuries.
Learn MoreLegacy Is More Than Money
At Legacy Method, we're not just money nerds - we're legacy architects. Our unique approach combines time-tested wealth-building strategies with innovative financial techniques used by the ultra-wealthy.
We believe in empowering individuals to take control of their financial future and create a lasting impact that extends far beyond their lifetime.
Tax-Optimized
Structure your wealth to minimize tax exposure across generations
Family Governance
Create systems to preserve family values alongside financial assets
Asset Protection
Shield your wealth from creditors, lawsuits and market volatility
Perpetual Planning
Structures designed to last for multiple generations
Transforming Financial Futures
See how our clients are building lasting legacies for their families using our proprietary methods.
Jason F.
Business Owner
"This book shows you how to invest like the ultra-wealthy without having to be ultra-wealthy... yet still get the perks."
Robb T.
Physician
"Finally, someone is showing us in a practical way how to create wealth that can last more than one lifetime."
Ready to Build Your Legacy?
Take the first step toward generational wealth with strategies used by the ultra-wealthy.
Frequently Asked Questions
Everything you need to know about the Legacy Method and how it can transform your financial future.
What is the Legacy Method?
The Legacy Method is a comprehensive approach to wealth building that combines traditional financial strategies with innovative techniques used by the ultra-wealthy, including the Rockefeller family. It focuses on creating sustainable wealth that can be passed down through generations while protecting assets from taxes, market volatility, and other risks.
How is this different from traditional financial planning?
Unlike traditional financial planning that often focuses on short-term gains and retirement, the Legacy Method emphasizes long-term wealth creation, tax efficiency, and strategies to preserve and grow wealth across multiple generations. It incorporates advanced techniques like properly structured insurance and specialized trusts that are often overlooked in conventional planning.
Do I need to be wealthy to start using these strategies?
No, you don't need to be wealthy to start. The Legacy Method provides strategies that can be applied at various wealth levels. The key is to start implementing these principles early to maximize their impact over time. Our approach focuses on efficiency and protection, which can benefit anyone looking to improve their financial situation.
What is meant by 'properly structured, optimally funded insurance'?
This refers to a specialized type of whole life insurance policy that is designed to maximize cash value growth and provide living benefits, while still offering a death benefit. When structured correctly, these policies can serve as an alternative to traditional banking, allowing you to access capital, earn interest, and build wealth simultaneously.