A Fractional, Virtual, Multi-Family Office
One team.
One blueprint.
One coordinated path
From income to legacy.
Asset protection, tax reduction, wealth accumulation and intentional legacy … coordinated in one plan for self-made business owners.
The problem
Fragmented advice, disguised as strategy.
Most advisors solve one piece of the puzzle. We help coordinate the whole board.
Your CPA files what already happened. Your attorney drafts what you asked for. Your advisor manages what you handed over.
None of them is actually coordinating the whole picture … and that gap is where the money leaks.
A stack of documents is not a wealth operating system.
The real wealth matrix™
4 Integrated Pillars
Build the fortress. Keep more of every dollar that comes into it. Give those dollars a job. Ensure they end up with the people and causes you care about.
Read in order, it's one sentence. That order is the whole argument ... structure before strategy. Build the fortress that protects everything before the dollars you're trying to keep, grow, and pass on with intention ever come into it.
How WorksAsset Protection
PrOTECT · PROTECT moreTax reduction
PrESERVE · KEEP moreWealth accumulation
Position · grow moreIntentional legacy
Pass · transfer moreWho we serve
We specialize in helping you to become an Uplevel Entrepreneur.
What does that mean? If you are a six- or seven-figure business owner, who wants to get your financial life and business truly dialed in ... you're in the right place. Through our Uplevel Entrepreneur Program, we provide you with the proven roadmap in the journey toward the Creation of Generational Wealth. All you need to do is select the level of support that you want.
Curriculum
You earn roughly $100,000 to $250,000. You have a rising tax burden and you're interested in a Blueprint and an Operating System to run it. You're also willing to invest the time to learn it and implement it on your own. Uplevel Entrepreneur - Curriculum Membership is right for you.
Coaching
You earn roughly $250,000 to $500,000. Taxes are definitely a concern. But the risk of being just one lawsuit away from losing it all also keeps you up at night. You want the Blueprint and the Operating System, but you'd rather build it and learn to operate it in a room with other business owners on the same journey. Uplevel Entrepreneur - Coaching Membership is right for you.
Consulting
You earn $500,000 or more with a six-figure tax bill, and you're done stitching it together yourself. You want the Blueprint built on your facts and circumstance by our Team of Experts. You want us to teach you 1:1 the Operating System that makes it work year in and year out. And you want to be part of a select group of Business Owners carving a path into a purposeful journey toward the Creation of Generational Wealth. Uplevel Entrepreneur - Consulting Membership is right for you.
The founder
Edward Collins, JD, CFP®, AAMS, RFC
Founder & Generational Wealth Creation Architect
“I have specialized knowledge in the areas of tax, estate, and business law. With my J.D., CFP®, AAMS, and RFC, along with decades of experience building and scaling my own companies and helping thousands of high-income earners across the country get their financial lives dialed in … In the Game of Wealth, I’m both a player and a coach.”
One way to begin
Meet us in the room.
The Workshop On Tax Reduction
A live working session on tax reduction. It's the first step in your four-pillar journey to generational wealth creation.
