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The 42-Year Wealth Secret: How the Ultra-Wealthy Protect Their Legacies Tax-Free Did you know there’s a 42-year-old financial strategy that has quietly helped the wealthiest families in the country preserve their fortunes protect their legacies and transfer wealth completely tax-free? This strategy isn’t a gimmick, it’s not high-risk, and it’s not tied to the stock market. In fact, it’s been used by savvy business owners, high-income earners, and family offices for decades to quietly shield their wealth from unnecessary taxes and risks. And here’s the thing—99% of people have never even heard of it. That’s because traditional advisors and financial institutions rarely talk about strategies like this. But it’s time to change that. In this free, exclusive virtual lunch and learn, we are going to pull back the curtain and show you exactly how this 42-year-old strategy works and how you can use it to protect your family, your business, and your legacy. Here’s what you’ll learn during the lunch and learn:
This isn’t just about avoiding taxes. It’s about creating financial certainty and control—no matter what the economy does or how tax laws change. Don’t let the wealth you’ve worked so hard to build slip through your fingers. Whether you’re planning for retirement, estate taxes, or simply want to ensure your family’s future is secure, this virtual lunch and learn is for you. Date: Thursday, February 27th Time: 11am-12pm Eastern Location: Zoom We will deliver lunch to your door if you are one of the first 25 people to register, so make sure you enter your correct cell phone number and email address so we can get you your meal choices. Register HERE and we will see you on the lunch and learn! |
The Cryptocurrency Stock Diversification Trust Do you own cryptocurrency that has appreciated so much you don’t want to sell it because you don’t want to pay the capital gains taxes? What if you could sell that crypto, diversify your portfolio, not pay capital taxes, and get lifetime access to income? No, this is not a Charitable Remainder Trust. If you own crypto worth over one million dollars... Register HERE to attend our virtual lunch and learn what this actually is, and why it works better than anything you’ve probably seen before. Get training on discovering how our unique, tax-exempt cryptocurrency diversification trust will allow you to:
Event Details Date: Thursday, February 27th, 2025 Time: 2-3PM Eastern Place: Zoom We will deliver lunch to your door for the first 30 cryptocurrency owners who register. Your lunch instructions will be in your confirmation email and text, so make sure to enter your correct email and cell phone numbers. Register HERE! Sterling Foundation Management was founded in 1998 as the first nationwide firm dedicated to creating and managing private foundations for high-net-worth individuals and families. Since then, Sterling has grown to serve thousands of families in virtually every area where the concerns of high-net-worth families intersect with philanthropy. |
You Are Invited to Our Monthly Virtual Legacy Planning Lunch and Learn! This month we will be teaching how to use Books, Movies, and Media to Teach the Values you want your family to carry on. Every person is unique, and each person learns differently. Some discover through television or movies, while some prefer reading blogs and websites, or listening to podcasts. Others prefer the on-the-go ease of mobile phone apps. To help you navigate the vast array of these options, we have curated lists of our top picks in several different areas of modern media. All you have to do is choose your preference and press play to open up creative discussions around media that can serve your family by connecting generations and teaching wisdom, values, and work ethic. At this complimentary virtual lunch and learn you will learn: How to use media to teach values, and then we will provide multiple sources of media examples that teach values, wisdom, and work ethic. Event Details
Your lunch instructions will be in your confirmation email and text, so make sure to enter your correct email and cell phone numbers. Stan Miller is a nationally recognized estate planning attorney, a #1 Amazon best-selling author, the co-host of the Your Life Your Legacy podcast, and one of the co-founders of Wealth Counsel, the largest estate planning software program used by estate attorneys. Register HERE to reserve your spot! |