Congratulations Here Is Your PFO Boardroom Invite: August 2025

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Inside the Private Wealth Code Community, I give you the exact roadmap to unlock what I call Total Financial Control.

✔️ No more losing 30–50% of your income in taxes
✔️ No more wondering if you’re “protected”
✔️ No more waiting until retirement to enjoy your own money

This is how the elite operate

Through private structures that work like vaults, not cages.

In the first 30 days, our goal is simple:

Install your Foundation or Private Family Office a.s.a.p. so you can operate tax-free, liability-proof, and completely in control, without quitting your job, selling your business, or learning a single new “tactic.” Here’s how we do that:

Phase 1: Exit the Public Trap
We dissolve liability, remove your name from public records, and transition your business and assets into a private trust structure—fast, clean, and airtight.

Phase 2: Install Your Private Wealth Engine
We build your Trust, 508(c)(1)(a) Foundation, PMA, and Family Constitution—so your income flows tax-free and your wealth is governed privately.

Phase 3: Activate Strategic Leverage
Now that your structure is in place, we optimize. Redirect W2 income, integrate businesses, shield real estate, and lock in generational control with zero IRS interference.

The goal is simple:

• 100% control of your income
• Legal tax elimination
• Bulletproof asset protection
• And a structure that builds wealth while you sleep

So How Does It All Work?

• Content: Instant access to the full Private Wealth Code system—plus fresh strategy drops and expert deep dives
• Calls: Weekly mentorship calls — structured around implementation, Q&A, and next-level insight
• Community: Hosted inside Kollab (community app). You’ll be connected with a private circle of peers for accountability and strategic support
• Events: One mastermind event per quarter. High-trust, high-level, invite-only. No upsells. No fluff.


It’s a private mentorship circle built around legal structure, wealth leverage, and strategic freedom.

Not for dabblers. Not for shortcut-seekers.


But if you’re already doing well—and ready to move like the elite—I’ll hand you the entire blueprint.

Everything I use. All laid out. Nothing held back.

Join The PFO Boardroom - Inner Circle

$7,500

($10,500 value, August discount)

See A 5-figure Return On Investment In Less Than 1 Year

$2500 Deposit To Reserve Your Spot

  • Best for those with w2 income looking to lower their taxes and liability but aren't ready to exit the system entirely

  • 6-week Done-With-You mentorship program

  • DFY (508c1a) PMA & Foundation setup ONLY (NO TRUST AND NO FAMILY CONSTITUTION & ADDITIONAL DOCUMENTS INCLUDED) (documents shipped within 15 days)

  • Guided onboarding (step-by-step)

  • 3 one-on-one strategy calls

  • Full membership portal access (guides, SOPs, templates, training)

  • Weekly group Q&A mentorship

  • Private Inner Circle Virtual Community (deal flow, advanced strategies)

  • Virtual Phone & AI voicemail service (for your foundation)

  • One Mastermind destination event invitation (in-person networking)

  • BONUS: Funding Strategies (to get funds for your PMA & Foundation) to build your business and cover expenses.

Join The PFO Boardroom - Mastermind

$21,500

($29,500 value, August discount)

See A 10-figure Return On Investment In Less Than 1 Year

$2500 Deposit To Reserve Your Spot

  • Best for the entrepreneur, investors, executives and founders looking to exit the system entirely with a Private Family Office.

  • Everything In Inner Circle PLUS

  • Rapid setup & DFY concierge service (DFY trust, 508c1a foundation, PMA, Family Constitution, Trademark, High Yield Investment strategy and so much more)

  • 6 one-on-one strategy calls over 12 weeks

  • Premium Welcome Kit (custom trust certificate, binder, bonuses) shipped in 7 days

  • 12 weeks of direct support (no tickets)

  • Priority 1:1 chat + walkie-talkie access

  • Asset transfer + integration (real estate, biz, crypto, IP)

  • DWY Advanced estate & succession planning (continuity playbooks, next-gen onboarding)

  • DWY One custom fundraising event tied to your foundation (Cash Flow Strategy)

  • 4 mastermind destination retreats (private, in-person)

  • BONUS: I'll connect you with my team of investors, agents and professionals to craft a winning financial strategy that will create rapid and stable increase for you)