Wealth Optimization Strategies
Solutions and Tools You Can Use To Build, Manage & Protect Your Total Wealth Assets; whether it's your health, your business or your 'internet real estate'...your online presence.
"Prompted by a 'NxGen' Moment...an Inspired Life Moves From Success to Significance"
"Why not replace the private foundation with the additional capability of actually being a fully operational public-charity?"
Unwittingly, most 501c(3)s intending 'public charity status', for various reasons, default into a 'Personal Foundation' status.
Our objective is to closely emulate the early philanthropic foundations, giving you the opportunity to more freely express your own vision of charity. Yes, there are rules that must be observed, but nothing like the compliance issues associated with the private foundation.
We very effectively replace the private foundation, that most 501c(3)s seem to default into, with the additional capability of actually being a fully operational public-charity.
"Within each of us there is a driving force, an inner need to be charitable and sharing. We also have a desire for hands-on influence over the actual charitable use for our personal resources"
The primary motivation and purpose of any private charity is really the accomplishment of the charitable passion of an individual. There are no good reasons even suggesting a wealthy individual should be prohibited from effectively managing a private charity. Rather, for the most part wealthy individuals should be given the reigns of a private charity, because they have the resources to actually get the job done.
"Within the private charity environment, personal estate and business assets enjoy an unprecedented protection in the areas of tax planning, asset protection and legacy planning"
Clearly, an individual who desires to commit his assets to the accomplishment of personal charity in the tradition of J. Paul Getty, Howard Hughes, Paul Allen, Bill Gates or Warren Buffet will always be handsomely rewarded. Of course the reward of pride of accomplishment in being charitable is the primary motivation enjoyed by those engaged in their personal charitable work. Still, the collateral benefits to being charitable are seriously considered in the structuring and execution of a private charity.
"In the spirit of America's early philanthropic foundations...learn about the lifestyle decisions that blend your personal estate and business resources into a charitable platform for more choice and control in achieving your goals of wealth creation and lasting legacy"
We work with individuals and families that seek to take personal responsibility in self-directing their own personal charitable giving. Taking personal responsibility for their own 'personal and private' charity is much more than just making charitable contributions to a church, university, medical research or public charity, it is a series of lifestyle decisions that blends together personal estate and business resources into a charitable platform where the individual's personal charity can be freely accomplished.
"Philanthropy & Private Charity"
Our "road maps" are unique and powerful, providing an unusual opportunity to really be effective in the accomplishment of personal charitable goals and maximum social-impact. Greg Johnson