The Wealth Architecture Library
Your comprehensive guide to the strategies that build, protect, and transfer wealth.
The Rockefeller Method
The architectural blueprint for generational wealth conservation. We combine dividend-paying whole life insurance with irrevocable trust structures to create a perpetual family bank that protects capital from creditors, predators, and taxes.
- ▸ Historical Origins & Strategy
- ▸ Trust Structure Integration
- ▸ Tax-Free Intergenerational Transfer
Infinite Banking Concept
Reclaim the banking function in your life. Stop leasing your lifestyle from commercial institutions. By capitalizing your own system, you recapture the interest volume that would otherwise erode your wealth, financing your own business and lifestyle needs.
- ▸ The Banking Function Explained
- ▸ Policy Loan Mechanics
- ▸ Financing Business Expansion
Legacy Architecture
Structuring values, family governance, and intellectual capital transfer alongside financial assets.
View FrameworksCorporate Treasury
Optimizing balance sheets, Golden Handcuffs for key executives, and tax-efficient exit planning.
Corporate SolutionsAsset Class Mechanics
Technical analysis of Whole Life, IUL, and Term insurance as financial instruments, not just protection.
Technical BriefsNot Sure Which Strategy Fits You?
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