Business Trust Setup

What's Included?

Family Wealth Architecture Map, Legacy Intent Profile, Entity Formation Roadmap, Family Governance Charter & Advisory Briefing Packet.

THE ROCKEFELLER TRUST METHOD

STRUCTURE YOUR BUSINESS LIKE THE ELITE

The Rockerfeller Trust Blueprint

A simple, 5-layer structure to protect and pass down what you build.

Most families never plan past a will. The Legacy Blueprint gives you a clear, custom map of how your trust, holding company, and business entities fit together, so your assets stay protected and your family knows the plan.

Inspired by the multigenerational structures used by wealthy families, built for everyday founders and families.

Trust Setup Support

  1. Family Wealth Architecture Map: One-page view of your full structure: dynasty trust, holding company, trust-owned insurance, and how control and assets flow across generations.

  2. Legacy Intent Profile: Strategic intake covering your values, risk exposure, succession goals, and what you want protected for 50+ years.

  3. Entity Formation Roadmap: Sequenced build order, jurisdiction considerations, and ownership layering.

  4. Family Governance Charter: Decision rights, succession rules, distribution philosophy, and next-generation expectations.

  5. Advisory Briefing Packet: Precision questions for your estate attorney, CPA, and insurance specialist. Your team executes faster, and you pay for implementation, not discovery.

Get My Blueprint — $1000

AP Production provides educational and coordination services only. We do not provide legal, tax, or investment advice. Trust documents must be prepared by a licensed attorney.

The Framework Multi-Generational Families Use To Protect, Control & Pass On Wealth

Business Setup