Richard CanfieldPodcast Host and IBC Advisor, Ascendant Financial · Authorized Infinite Banking Practitioner | Author of 4 Books

Leon Draisaitl’s $112M Wealth Protection Team

27 Sept 2024 · 1 min

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This transcript excerpt outlines assembling a wealth-protection team for Leon Draisaitl: estate planner, estate attorney, tax professional, a life-licensed infinite-banking practitioner (Nelson Nash Institute), and a family-office structure including philanthropic/foundation advice. The goal is tax mitigation, estate planning, life insurance structuring, and philanthropy through a family foundation.

Chapters

First thing I would do is circle the wagons. Meaning that I would assemble all the right who's that can help get the hows done. What are the hows? We would need a very competent estate planner. We would need a very competent estate attorney. A very competent tax professional who knows how to properly mitigate tax. We would ensure that there is a very competent life licensed individual, ideally an authorized infinite banking practitioner with the Nelson Nash Institute. We would put together a family office structure for Leon that would also include an expert who can advise us on philanthropic and charitable initiatives, establishing a family foundation.