Build a Legacy That Lasts for Generations

Empower your family with the protection and freedom of a Spendthrift Trust — the proven strategy used by high-income families to protect wealth.

Get Expert Guidance

Where Are You on Your Wealth Journey?

Discover how a Spendthrift Trust can protect and grow your wealth at every stage

Building Wealth
$100K - $300K
Growing Assets
$300K - $750K
Wealth Established
$2M+
Legacy Planning
$50MM+

Wealth Established

Significant assets accumulated, focusing on optimization and protection

How a Spendthrift Trust Helps:

Spendthrift Trusts provide comprehensive protection while maintaining growth opportunities

$150K - $50MM+

Annual Income Range

Get Personalized Strategy

Ready to protect your wealth regardless of where you are on your journey?

Book Free Consultation

The WLT Legacy Method™

A simple, proven process for setting up your trust and securing your family's future

1

Discovery Call

We learn about your unique situation and wealth protection goals

2

Custom Strategy

We design a personalized trust strategy tailored to your family

3

Trust Setup & Education

We handle the legal setup and educate you on trust management

4

Ongoing Support

We provide continued guidance to ensure your legacy thrives

Ready to protect your wealth and preserve your legacy?

Book a Call