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Do You Want to Build a Financial Empire —

or Just Do What Everyone Else Does?

SUPERCHARGE YOUR

RETIREMENT & LEGACY INCOME PLANNING

Do You Feel Alone with your Wealth and Tax Planning?

Well not anymore, PLATINUM Endowment Family Office provides a WEALTHFORCE Powerhouse Team for you.

Most people chase life. We help you own it.

Are you planning for a cut corners, liquidation event at retirement and death or a spend freely and grow to leave more than I started with plan?

The Platinum Endowment Family Office — the Rockefeller Method the wealthy use to guarantee lifetime income, eliminate taxes, and protect their legacy for 100+ years.

Schedule a Introduction Call Now

https://calendly.com/platendow/15-minute-call

The Platinum Endowment Family Office was built so you can live wealthy now, enjoy complete control in retirement, and guarantee your legacy continues — with purpose — long after you’re gone.

Forever remove the cutback, cut corners and scrimp mindset - today learn how to use the Family Office to put everything in one place and live life now, spend freely in retirement and provide extraordinary wealth with instructions for your kids and 6 to 7 generations after.

Our 5 Step Process

J.D. Rockefeller was ruthless. He not only outsmarted his competition, he crushed them forcing them to either sell to him or go bankrupt. He controlled everything from making, packaging, shipping and pricing.

He even controlled the public by setting up the school system as we know it to train workers to get used to working a shift, following orders and doing quality work (grades). He created the system to discourage free thinking and entrepreneurial spirit.

He created the divide between private and public money.

In 1913, as the government came after him for being a monopoly, he outsmarted everyone again by working with Dale Carnegie to write the tax code so that business owners and investors don't pay taxes and the employees, the W-2 public, get no write offs and pay all the taxes.

He then used trusts and life insurance to protect his money for himself and family for generations.

The result, the government, using the Sherman Antitrust Act, broke up his company, Standard Oil, into 34 different companies, but his money never was touched and grew with every generation.

Here's how he did it - and we do it for you.

STEP 1: TAXES

Using our team of National Tax and Tax Law Experts

✅ Audit the last Three years returns for overpayments

✅ Identify inefficiencies

✅ Create the system for zero to minimum tax going forward.

✅ Own nothing - control everything using trusts to eliminate taxes

✅ Redirect business profits into deductible investments like life insurance, real estate or company-owned benefits

✅ Build a Family Foundation to channel income through a charitable entity you control.

STEP 2: Money

Design Your Family Office

We integrate everything — specified accountants, attorneys, advisors, and insurance — into one cohesive Family Office that works for and answers to you

✅ Remove financial conflicts and inefficiencies
✅ Build systems using life insurance and options to shelter wealth

✅ Use system to remove taxes or pay legal minimum

✅ Protect Assets and Income from lawsuits, creditors and divorce

✅ Create guaranteed annual increasing non-reportable income

✅ See how the wealthy rent money to double their accounts every year
✅ Establish the Family IPO to Guarantee multi-generational control and wealth that increases with every generation

STEP 3: Write the Rules

Your Financestory™

Your Financestory™ (Your Financial Story is your life story from youth until now with all of your experiences and intellectual property obtained along the way) turns your life, lessons, and wealth into a living playbook — the written instruction manual for your descendants. These are non negotiable family laws on how, what and when money is used.

“The Rockefellers didn’t pass down inheritance — they passed down instructions.”

✅ Codify values, family purpose, experience, intellectual property and legacy principles and non negotiable rules
✅ Eliminate the risk of your heirs starting over, blowing it or divorce.
✅ Turn your wealth into a multi-generational operating system that preserves both your money and your meaning.

STEP 4: Ensure Family Unity

We help your family establish a shared identity — a Family Constitution and Crest that unite and protect your bloodline.
Programs and Mandatory Quarterly face-to-face meetings to guarantee No division, no flexing, no drift, and no forgotten purpose.
Just one mission for generations.

✅ Empower unity and leadership
✅ Teach the next generation to invest and grow together
✅ Build 100-year family strength

STEP 5: Repeat

Live Wealthy Now — Forever

Finally, we implement The Rockefeller Method to:
✅ Guarantee lifetime income
✅ Eliminate taxes legally
✅ Protect every generation from market losses and lawsuit risk
✅ Fund your lifestyle and your legacy

You’ll never have to choose between living well now or leaving a lasting mark. - Do BOTH !!

The PLATINUM Endowment Family Office