You built the business.
Now let's build them for the business.
For founders who have outgrown standard advice and are ready to think in generations, not quarters.
Most advisors focus on products and returns. Dynasty builders focus on continuity.
When capital exceeds personal lifestyle needs, the questions change. It's no longer about "how much can I make?" It's about "what am I really building?" and "how do I pass this on without breaking my kids?"
This section is for incorporated business owners who are ready to integrate capital, structure, governance, and mindset into a system that survives the founder.
Who This Is For
This approach fits founders and second-generation builders who:
- Have incorporated businesses with capital that materially exceeds personal lifestyle needs
- Are ages 45–65, still active and sharp, but have "won" the accumulation phase
- Feel unease (not urgency) about taxes, legacy, relationships with next generation, and outgrowing traditional advisors
- Want to think in systems, not products
- Are ready to coordinate with existing professionals (CPA, lawyer, notary) rather than replace them
Early-stage startups needing operational cash. Owners focused primarily on maximizing short-term returns. Those who prefer to delegate without understanding the reasoning. This approach requires engagement and coordination.
The Three Pillars
Dynasty building requires three things working together: capital systems, structural architecture, and family governance. Most advisors focus on one. We integrate all three.
1. Capital Systems
How corporate money works, where it lives, and what it does. This includes investment management (the engine), tax coordination (reviewing RDTOH/CDA annually with your CPA), and asset location strategy across OpCo, HoldCo, personal, and insurance accounts.
2. Structural Architecture
The legal and tax structures that hold capital: HoldCo/OpCo separation, Family Trusts, Estate Freezes, insurance as balance-sheet tool. This is about creating containers that compound, distribute, and eventually dissolve, on purpose.
3. Family Governance
The systems, values, and decision rules that help families manage capital across generations. This includes the Family Codex (values and principles), governance rhythms (reviews, decisions, amendments), and helping next generation become builders, not beneficiaries.
From Builder to Steward
The transition from builder to steward is identity work, not just technical work. It requires shifting from "how much can I make?" to "what am I really building?" and "how do I pass this on without breaking my kids?"
This isn't about giving up control. It's about designing systems that work when you're not in the room. It's about teaching the next generation to be builders, not beneficiaries.
Dynasty thinking is not about keeping wealth locked inside a corporation forever. It's about deciding which container compounds, which container distributes, and which container eventually dissolves, on purpose.
We help founders make this transition by coordinating capital, structure, and governance thinking with their existing professionals. We don't replace your CPA, lawyer, or notary. We orchestrate them.
How We Work
This is not a product. It's a process that integrates with your existing team.
Phase 1: Clarity & Architecture
Capital mapping (OpCo / HoldCo / personal), purpose segmentation (lifestyle / growth / legacy), tax friction analysis, structural diagnosis, and founder transition assessment.
Deliverables: Dynasty Capital Map, Stewardship Gap Analysis, Written Summary (non-legal, non-tax advice)
Phase 2: Codex & Governance Design
Family Codex (values, principles, decision rules), capital philosophy, risk boundaries, distribution philosophy, role clarity, and governance rhythms.
Deliverables: Family Codex (living document), Governance Framework, Advisor Coordination Memo
Phase 3: Implementation & Coordination
Coordinate with CPA, lawyer, notary. Investment and insurance alignment. Asset location strategy. Extraction sequencing. Documentation (IPS, decision logs).
We do not replace professionals. We orchestrate them.
Empowering the Next Generation
The goal isn't to create perfect heirs. It's to create builders who can manage capital responsibly, make decisions with long horizons, and contribute meaningfully to the family system.
This requires teaching without cloning, allowing divergence without abandonment, and repairing relationships after imbalance. It requires systems that work when you're not in the room.
Capital is responsibility. The next generation needs to understand this, not just inherit it. We help families design systems that teach responsibility while protecting capital.
What This Is Not
To be clear about boundaries:
- Not performance-focused: We don't promise to beat the market. We focus on structure, tax efficiency, and continuity.
- Not product-focused: We don't sell specific products. We coordinate systems.
- Not replacement: We don't replace your CPA, lawyer, or notary. We coordinate with them.
- Not therapy: We don't provide family counseling. We help design governance systems.
- Not a family office: We're not pretending to be a multi-family office. We're advisors who think in systems.
This is stewardship and capital continuity advisory. It integrates capital, structure, governance, and mindset to help families design systems that survive the founder.
Ready to Think in Generations?
If this thinking fits where you are, start with clarity. Download the Owner's Tax-Smart Investing Playbook for the technical foundation, then schedule a 15-minute alignment call to see if this approach fits your situation.
We coordinate with your existing professionals (CPA, lawyer, notary) to integrate capital, structure, and governance thinking.