Introducing the Dynasty Wealth Series: Your Comprehensive Guide to Building a Multigenerational Legacy!
How to Establish a Faith-based Legacy For Your Family…
Based upon Biblical Principles of Stewardship
Discover Our Faith-Based Blueprint to Take Action TODAY and Secure, Protect, and Empower Your Family's Legacy for Generations to Come
Get Your Digital Copy of all 7 volumes of The Dynasty Wealth Series for Just $34.99! Unlock this Comprehensive Guide to Building a Strong Financial Foundation for Your Family, Your Assets, and Your Legacy Today.
Kind Words from Clients and Friends
"A Refreshing and Innovative Self-Help Book"
"The Dynasty Wealth Series is a refreshing self-help book that brilliantly combines biblical guidance with practical financial advice. It's innovative and inspiring!"
— Hunter Martin, Promises Church PHL
"Morally Righteous Financial Freedom"
"This series effectively uses relevant parts of the Bible to guide readers toward financial freedom that is both practical and morally righteous."
— Jaret Baron, CEO and Founder of IamYourBrandMan
"A Unique Blend of Faith and Finance"
"I had never considered the partnership between religion and finance until reading this book. It's a groundbreaking perspective that offers deep insights."
— Meshech Osbourne, Entrepreneur
"Practical and Biblically Sound Advice"
"I love how the book includes practical applications for avoiding illegal and unsavory means of acquiring wealth, staying true to biblical principles."
— Matt Lovett , CEO and Founder of iLoveJuiceJoint
Have you ever pondered the future of your family in the years, decades, or even centuries to come?
Do you aspire to establish a legacy that not only endures but also empowers your descendants to thrive amidst life's challenges?
The Dynasty Wealth Series is meticulously crafted to assist you in creating a lasting heritage that transcends mere financial wealth, encompassing your family's core values, traditions, and aspirations.
What You'll Discover in the Dynasty Wealth Series:
Holistic Legacy Planning: Learn strategies to ensure your family's spiritual, physical, financial, and emotional well-being for generations.
Value Transmission: Understand how to effectively impart your principles and beliefs to your children, fostering a culture of stewardship and responsibility.
Resilient Wealth Structures: Explore methods to establish financial frameworks that protect and grow your family's assets, enabling them to withstand economic uncertainties.
Family Unity and Governance: Gain insights into creating governance structures that promote harmony, collaboration, and shared purpose among family members.
"A good man leaves an inheritance for his children’s children….”
– Proverbs 13:22
Part of God’s divine plan isn’t just for you to pass wealth to the next generation, but to empower your family to steward that wealth and build a legacy that reflects their character and faith.
This will only happen if your children are prepared with the tools, values, and mindset to uphold their inheritance with wisdom and integrity.
Are you ready to answer God’s call for stewardship over your family’s future?
This isn’t just a conversation about wills, trusts, and estate planning—it’s about so much more. It’s about creating a legacy that transcends material wealth and embraces the spiritual, emotional, and relational values that define who you are.
Today, I’m inviting you to explore every dimension of your legacy:
How you lead your family.
The values you instill in your children.
The relationships you nurture.
And how you ensure your inheritance aligns with God’s purpose for your family.
Join me in discovering the principles and tools needed to create a legacy that lasts beyond a lifetime.
Through the Dynasty Wealth Series, you’ll uncover how to build a foundation of stewardship, wisdom, and purpose that will bless your family for generations to come.
Start your journey today. Let's leave a legacy worth remembering.
Why Traditional Estate Planning Falls Short for Long-Term Family Security (and What You Should Focus on Instead)...
Proven Techniques to Cultivate a Thriving Culture of Teamwork and Stewardship in Your Family—Empowering Future Generations and Strengthening Your Leadership as a Legacy Builder.…
Strategies to Deepen Your Connection with Your Children—Fostering Trust, Openness, and a Lifelong Commitment to Living in Alignment with Your Faith and Values…
A Step-by-Step Framework to Establish Legal and Financial Structures That Guarantee Your Inheritance Is Protected and Used Exactly as You Intend…
How to Plan and Clearly Communicate Your Inheritance Wishes to Preserve Family Unity and Prevent Conflicts After You're Gone.…
You’ll Receive Checklists and Templates to Assess Your Progress, Identify What’s Left to Do, and Prepare Your Family to Work Together Harmoniously, Manage Their Inheritance Wisely, and Thrive in the Present.…
Discover the Core Principles of Building and Establishing Trusts Rooted in God’s Law and Equity—Going Beyond Statutory Frameworks to Honor Divine Purpose Over Human Constructs!!!!
This is all part of my latest series of books, The Dynasty Wealth Series.
Before I dive deeper into the books and the valuable resources they offer, let me take a moment to share who I am, how I can guide you in building a lasting legacy, and what you’ll be empowered to achieve through the steps outlined in the series.
A'ner H. Abrams
I Help Families Build faith Based Legacies for Future Generations
Hello!
My name is A’ner H. Abrams, and my journey to creating Vested Trust LLC and the Dynasty Wealth Series is one that is deeply personal, rooted in faith, and driven by love for my family.
For me, this mission started with a painful loss. My brother, Alphonso Abrams, passed away before I could share the principles of wealth-building and legacy creation with him.
Losing him was one of the hardest moments of my life, and it left me with a burning question:
What if I had been able to teach him what I know now?
That experience changed everything. It made me realize how many families, like mine, are missing out on the knowledge and tools they need to build and protect their legacy. I couldn’t let that happen again—not for my family or for anyone else’s.
Then there are my three sons—my greatest joy and my biggest motivation. When I look at them, I see not just their future but the future of our entire family. I want to leave them with more than just money; I want to leave them a foundation of faith, principles, and stewardship that will guide them long after I’m gone.
That’s why I started Vested Trust LLC —to help families, like mine, create a financial future that aligns with God’s plan and protects their loved ones for generations. I built this company on the belief that wealth isn’t just about dollars and cents—it’s about the values we live by and the legacy we leave behind.
Out of this vision came the Dynasty Wealth Series, a blueprint for building multigenerational wealth that goes beyond material possessions. This series is my way of sharing everything I’ve learned—about trusts, estate planning, family governance, and aligning financial decisions with faith.
Through the Dynasty Wealth Series , I’m answering a calling that’s bigger than myself. It’s for my brother, whose memory inspires me every day. It’s for my sons, who deserve a future filled with opportunity and purpose. And it’s for you and your family—to equip you with the tools, knowledge, and faith to create a legacy that lasts.
This is my story about my journey. And now, I’m inviting you to start yours. Let’s build something that truly lasts, together... Forever!!!
“House and wealth are an inheritance from fathers…”
– Proverbs 19:14
The Dynasty Wealth Series is not about fear, loss, or worst-case scenarios. It’s about creating your family’s best-case scenario—and equipping you with the tools to make it a reality.
This series is an invitation to reflect deeply on your life, your family, and most importantly, your relationships with your children, no matter their age. If you dream of leaving behind a legacy rooted in faith, care, and integrity, you must start with these relationships.
Hope and assumption are not enough. Building a legacy requires intentionality, diligence, and love.
In the Dynasty Wealth Series, I will guide you step by step to establish a legacy that doesn’t just last for generations—but transforms them. And it all begins today.
Not someday when your finances are in better shape.
Not when you retire.
Not when a health scare forces you to act.
Today is the moment to begin.
Here’s where traditional estate planning falls short:
Most estate plans focus on one thing—money. Yet money, while important, is not the essence of your legacy. The real value of your legacy lies in the faith, principles, and love you instill in your family.
Even if you aren’t leaving a fortune, you can create a legacy that reflects your deepest values and ensures your family’s success. And if you are planning to leave an inheritance, structuring it thoughtfully is the greatest gift you can give your loved ones.
With the Dynasty Wealth Series, you’ll learn how to eliminate guesswork, prevent conflict, and protect the unity of your family. You’ll discover how to build a legacy that brings faith and finances together to create something far more meaningful than money alone.
Your family deserves a legacy of love, wisdom, and security. This series will show you how to create it—starting today. Let’s build your dynasty together.
Are You Ready to Create a Beautiful Legacy of Collaboration, Wisdom & Stewardship, that will Secure Your Family for Generations to Come?
And if you’ve been able to create any kind of wealth – or you’re on the path to creating it – your blessings are overflowing.
I’d like to help you steward EVERY aspect of your legacy, not just the financials.
A process that begins TODAY, not at some distant point in the future when you’re older.
Here’s how it works.
Purpose
The first step in the Dynasty Wealth Series approach to creating your lasting legacy—yes, including financial planning—is understanding the bigger vision behind your efforts.
For most of us, legacy isn’t just about wealth; it’s about the part of us that lives on, guiding and caring for our families long after we’re gone.
Yes, money is an important part of that equation. But in this section of the series, we’ll focus on what truly matters—the foundation of every meaningful life: relationships.
In the first part of the Dynasty Wealth Series, you’ll begin to establish your family’s unique guidance system—a framework that serves as the cornerstone of your family’s culture. You’ll learn how to build strong, lasting relationships with your children, ensuring they are equipped to carry your legacy forward.
This step is especially impactful if you have children still at home, as it sets the tone for the stewardship and collaboration they’ll need to thrive as future leaders of your family.
It is within these relationships that your legacy is preserved. Without this foundation, even the best financial plans risk falling apart. But with it, your family will thrive for generations to come.
Are you ready to take the first step toward creating a legacy that truly lasts? Let’s build your dynasty together.
Wealth Building Tools
In the next step of the Dynasty Wealth Series, we’ll dive into the practical and legal side of securing your family’s future.
This is where you take the foundational legacy plans you created in Part One and make them legally binding, air-tight, and rock-solid.
You’ll explore the best legal structures to protect your family, not just in the event of your untimely passing, but for the preservation of your wealth—no matter how large or small. I’ll guide you through the steps to ensure your assets are safeguarded from external pressures and internal conflicts.
In this section, you’ll also learn:
How to create trusts and wills that align with your vision.
When and how to update your plans as your family grows or circumstances change.
The key strategies to ensure your legacy remains intact across generations.
This part of the book is where the peace of mind begins to set in. You’ll know you’ve taken every step necessary to protect your loved ones from unnecessary burdens and challenges, creating a clear and secure path forward for your family.
Should life take an unexpected turn, your family will be prepared, equipped, and supported to carry on your legacy with confidence. Let’s build a future that protects and empowers your family—no matter what.
Legacy
Finally, we’ll address the financial aspect of your legacy—the part most people think of first, but in reality, is the final step in ensuring your family’s long-term security.
The truth is, most people leave behind some form of inheritance. For some, it’s vast sums of wealth. For others, it’s more modest but no less meaningful. No matter the size of the wealth and resources you’ve accumulated, what truly matters is making sure they continue to care for your family long after you’re gone.
That’s why I’ve developed a method to transform everyday financial products into a powerful wealth-building and wealth-sustaining system. This system isn’t just about leaving money behind—it’s about creating a financial ecosystem that continues to grow and support your family for generations.
In this final part of the Dynasty Wealth Series, you’ll learn:
How to turn financial products like insurance, trusts, and investments into tools for generational wealth.
Strategies for ensuring your resources are managed wisely and aligned with your family’s values.
What it means to approach generational wealth as a team sport, empowering your family to work together toward a shared vision of abundance and stewardship.
This is the final piece of your legacy—the one that ensures the values, love, and leadership you’ve cultivated endure through every generation. Let’s build a financial foundation that not only lasts but thrives for the family you love.
THE DYNASTY WEALTH SERIES
Get all 7 Digital Copies of the Dynasty Wealth Series for Just $34.99! Discover This Faith-Based Blueprint for Financial Planning, Empowering Your Family, Protecting Your Money, and Securing Your Legacy Today.
Here’s a Look at the Lessons You’ll Discover in Pillar 1 of this Book:
The Dynasty Wealth Series is a seven-volume journey designed to empower families, entrepreneurs, and high-net-worth individuals to build, protect, and transfer wealth that aligns with faith-based principles. This comprehensive guide goes beyond financial strategies, helping readers embrace the God-given responsibility of stewardship to serve both God and family as good and faithful servants.
Each book in the series focuses on a key principle, laying the foundation for wealth-building while preserving family values and honoring faith. Whether you’re just beginning your legacy planning or refining an established wealth strategy, the Dynasty Wealth Series offers actionable steps to build, sustain, and govern family wealth for generations
Volume 1: Stewardship – Managing What’s Been Entrusted to You
Theme: Faithful Responsibility
Embrace the role of steward over your family’s wealth and resources.
Learn how to manage finances with purpose and care, ensuring that everything entrusted to you serves a greater mission.
Foundations of Biblical Wealth Building is the first volume in the Dynasty Wealth Series, crafted to guide readers through the principles of creating and growing wealth rooted in biblical values and purposeful stewardship. This foundational book introduces a faith-centered approach to wealth-building that aligns financial success with spiritual integrity, ethical decision-making, and a commitment to leaving a lasting legacy.
Purpose of the Book:
In Foundations of Biblical Wealth Building, readers are encouraged to view wealth as a tool for advancing family and community well-being, grounded in biblical teachings on stewardship and responsibility. The book emphasizes that wealth, when managed with integrity and purpose, can empower families to honor their faith, support others, and secure future generations.
Key Themes Covered:
Biblical Wealth Principles
The book opens with foundational concepts on wealth from a biblical perspective, encouraging readers to view financial growth as a means of fulfilling God’s purpose and serving their communities.
Stewardship as a Core Philosophy
Readers are introduced to stewardship as a guiding principle, focusing on the responsible and faithful management of resources. The book emphasizes the role of a steward as a caretaker of wealth entrusted by God, not merely as a personal asset.
Building Generational Wealth through Faith
Practical strategies for saving, investing, and growing wealth are provided, all within a framework of faith-based decision-making. Topics include the power of disciplined saving, compounding, and wise investment as tools for creating a sustainable, multi-generational legacy.
Trusts and Legacy Planning Basics
Readers are introduced to the basics of trusts and estate planning to ensure smooth inheritance and asset protection. Trusts are explained as key tools for preserving family wealth and maintaining control in line with biblical values.
Life Insurance as a Faith-Aligned Financial Tool
The book explores life insurance options, such as Whole Life and Indexed Universal Life (IUL) policies, for both protection and growth. Life insurance is presented as an important component of wealth-building for families seeking security and legacy.
Debt Minimization and Financial Independence
The importance of avoiding and managing debt is discussed, with a focus on financial independence and living within one’s means. Readers learn strategies to minimize debt, avoid financial pitfalls, and achieve greater financial autonomy.
Cultivating a Family Legacy of Faith and Wealth
The book underscores the importance of family unity and purpose, guiding readers to build a legacy that reflects their faith, values, and vision for future generations.
Who This Book Is For:
Foundations of Biblical Wealth Building
is ideal for families, faith-driven professionals, and individuals seeking a wealth-building path rooted in Christian values. It is designed to inspire both experienced investors and newcomers to approach wealth-building with purpose, responsibility, and faith.
This first volume in the Dynasty Wealth Series
serves as a roadmap to financial empowerment aligned with biblical principles, laying the groundwork for a legacy of faith, integrity, and responsible wealth management that endures across generations.
In Pillar 2, You’ll Begin to Discover the Best Legal and Financial Vehicles for Creating Your Legacy…
Stewardship, Ownership, and Governance is the second volume in the Dynasty Wealth Series, designed to empower families and high-net-worth individuals with a faith-centered approach to wealth management. This volume delves into the essential principles of stewardship, ownership, and governance as foundational pillars for building and preserving a family legacy. Drawing from time-tested values and aligning financial strategies with faith, this guide offers actionable insights for safeguarding and growing wealth responsibly.
Key Themes Explored:
Stewardship: Understanding wealth as a resource entrusted by a higher power, this section encourages readers to view their financial assets through a lens of responsibility, ethical growth, and purposeful distribution. Stewardship isn’t merely about wealth accumulation but about managing resources wisely to support family values and future generations.
Ownership: This section explains the importance of structured ownership in protecting and expanding wealth. With a focus on asset protection strategies, readers learn how to create financial autonomy, minimize liabilities, and establish protective structures that reinforce control over assets without the pitfalls of traditional personal ownership.
Governance: Governance is the framework that holds the family legacy together. This section guides readers through establishing family constitutions, setting up trusts, and creating governing bodies within the family structure to ensure that financial decisions align with shared values, vision, and faith. Governance structures help families navigate complex financial landscapes while maintaining harmony and continuity across generations.
Who This Book Is For:
This volume is essential for anyone seeking to build a values-driven legacy, from family business owners to faith-based families. Readers are equipped with practical tools for creating a governance model that secures wealth, empowers stewardship, and sustains ownership in alignment with faith-centered principles.
Stewardship, Ownership, and Governance in the Dynasty Wealth Series is more than a financial guide—it’s a roadmap for building enduring wealth that reflects core beliefs and ensures a lasting family legacy.
In Volume 3, I’ll Show You My Favorite Methods to Structure & Protect the Legacy You’re Working So Hard to Create…
In Dynasty Wealth Vol. 3: Family Trusts and Constitutions, A’ner H. Abrams delves into the essential tools of wealth protection and governance that form the backbone of multi-generational legacies. This volume provides a comprehensive guide to creating and managing family trusts and constitutions, empowering families to protect assets, align financial decisions with their values, and ensure long-term harmony and stability.
Key Topics Covered:
Understanding Family Trusts:
Explains the types of trusts, including revocable, irrevocable, dynasty, and charitable trusts, and their role in wealth preservation.
Highlights the benefits of trusts, such as asset protection, tax efficiency, probate avoidance, and controlled wealth distribution.
Outlines the steps to establish a trust, from defining goals and selecting trustees to transferring assets and drafting legal agreements.
Family Constitutions as Governance Tools:
Introduces the concept of a family constitution as a framework for aligning family values, roles, and decision-making processes.
Covers key elements such as mission statements, governance structures, financial principles, and conflict resolution guidelines.
Emphasizes the importance of succession planning and educating younger generations for sustained family unity and financial stability.
Integrating Trusts and Constitutions:
Demonstrates how these tools work together to protect assets, formalize governance, and instill shared values across generations.
Explores strategies for creating accountability and transparency, ensuring that wealth is managed with integrity and purpose.
Faith-Based Approach to Wealth:
Anchored in biblical principles, such as Proverbs 13:22 (“A good man leaves an inheritance to his children’s children”), the book integrates spiritual teachings with practical tools for wealth management.
Encourages families to use their resources as a reflection of their faith, fostering generosity, stewardship, and ethical decision-making.
Practical Examples and Steps:
Provides real-life examples and actionable steps for families to start building their trusts and drafting their constitutions.
Encourages hosting family meetings, engaging professional advisors, and setting clear, achievable goals for asset management and legacy planning.
Who This Book Is For:
This volume is ideal for families seeking to protect their wealth, establish a unified governance framework, and pass down a legacy rooted in faith and shared values. Whether you’re new to wealth management or refining your financial strategies, this guide offers the tools and insights needed to create a lasting impact for generations.
Why It Matters:
Dynasty Wealth Vol. 3 equips families to navigate the complexities of modern wealth management with confidence and faith. By combining the legal and financial benefits of trusts with the unifying power of a family constitution, this book empowers families to build financial legacies that honor their values and secure their future.
Take the next step in your family’s wealth-building journey with this essential guide to protecting, managing, and governing your legacy..
In Volume 4, Learn proven strategies for sustaining generational wealth, family governance, and purpose-driven legacy building…
Building generational wealth isn’t just about accumulating financial resources—it’s about creating a sustainable legacy that reflects your values and benefits your family for generations to come.
In Dynasty Wealth Vol. 4: Generational Wealth and The Rockefeller Case Study, A’ner H. Abrams unveils the principles and strategies that allow families to protect, grow, and pass down their wealth while maintaining unity and purpose.
This volume takes an in-depth look at the Rockefeller family, one of history’s most successful examples of sustained generational wealth. Through their use of trusts, governance frameworks, long-term investment strategies, and philanthropy, the Rockefellers transformed their financial success into an enduring empire. By analyzing their approach, this book provides a clear roadmap for families looking to replicate their success on their own scale.
What You’ll Learn:
The Three Pillars of Generational Wealth:
Discover how wealth is built, preserved, and transferred across generations through practical strategies and structured financial planning.
Trusts and Asset Protection:
Learn how to use tools like family trusts, dynasty trusts, and irrevocable life insurance trusts to secure assets, minimize taxes, and ensure smooth wealth transfer.
Governance and Family Unity:
Understand the role of family councils, constitutions, and shared decision-making processes in fostering unity and accountability across generations.
Philanthropy with Purpose:
Explore how charitable giving enhances family impact, aligns with values, and teaches heirs the importance of generosity and responsibility.
Faith-Based Wealth Building:
Anchor your financial decisions in biblical principles of stewardship, generosity, and inheritance, creating a legacy that honors God and benefits your family.
Practical Steps to Start Your Legacy:
Whether it’s setting up a trust, drafting a family constitution, or educating heirs about financial literacy, this book provides actionable advice for families at any stage of wealth-building.
Who This Book Is For:
This book is perfect for families of all income levels who want to build a financial legacy rooted in purpose, stability, and faith. Whether you’re just starting your wealth-building journey or seeking to refine an established strategy, the insights in this volume will help you create a meaningful and lasting impact.
Why It Matters:
Generational wealth isn’t reserved for the wealthy elite—it’s achievable for families willing to plan intentionally, embrace stewardship, and align their financial decisions with their values. By blending timeless principles with modern financial tools, Dynasty Wealth Vol. 4 empowers readers to overcome economic uncertainties and secure a legacy that reflects their deepest aspirations.
Take control of your family’s financial future with the tools and strategies outlined in this guide. Build a legacy of wealth, unity, and faith that will stand the test of time. Start your journey today.
In Volume 5, Master advanced tools like trusts, LLCs, and tax strategies to protect, grow, and sustain generational wealth effectively.…
This volume in the Dynasty Wealth Series offers a comprehensive guide to advanced wealth management, focusing on practical tools and strategies for building, protecting, and sustaining wealth in today’s complex economic environment. From trusts and LLCs to life insurance and tax-efficient planning, it equips families with the knowledge to create a secure financial legacy that spans generations.
Key Highlights:
The Role of Trusts:
Learn how trusts, such as dynasty, irrevocable, and charitable trusts, protect assets, provide tax advantages, and control wealth distribution.
Understand how to use trusts to ensure privacy, manage estate taxes, and support philanthropic goals.
LLCs for Asset Protection and Growth:
Explore how LLCs shield assets, manage liabilities, and facilitate succession planning.
Discover their role in real estate and investment holdings and how they complement trusts for enhanced wealth security.
Tax Minimization Strategies:
Leverage tax-deferred accounts, gifting strategies, and charitable contributions to reduce tax burdens and maximize wealth retention
Learn about tools like ILITs (Irrevocable Life Insurance Trusts) for estate tax efficiency.
Estate Planning for Generational Continuity:
Understand estate planning essentials, including wills, living trusts, and healthcare directives, to ensure smooth wealth transitions.
Discover advanced tools like GRATs (Grantor Retained Annuity Trusts) and QPRTs (Qualified Personal Residence Trusts).
Life Insurance in Wealth Management:
Learn how life insurance and life insurance trusts can provide liquidity, minimize taxes, and build multi-generational wealth.
Explore strategies for leveraging policies like Whole Life and Indexed Universal Life for tax-efficient growth and legacy building.
Philanthropy and Legacy Planning:
Integrate philanthropy into your wealth strategy through family foundations, donor-advised funds, and charitable trusts.
Foster unity and shared values across generations while contributing to meaningful causes.
Long-Term Investment Strategies:
Build a diversified portfolio with a focus on stability, compounding growth, and resilience against market volatility.
Explore asset allocation strategies and the importance of rebalancing for risk management
Relevance for Every Family
Whether your family is just beginning to build wealth or refining an established legacy, this guide provides adaptable tools and insights. From trusts and LLCs to life insurance and long-term investment strategies, the concepts in this book are scalable and actionable, ensuring they meet your unique financial goals.
Actionable Steps to Get Started
Readers are encouraged to take the first steps toward securing their family’s future, such as:
Establishing a Simple Trust: Protect and manage assets for future generations.
Forming an LLC: Safeguard investments and shield family wealth from liability.
Hosting Family Meetings: Align family members around shared goals, values, and legacy plans.
These steps lay the foundation for long-term financial stability and intergenerational success.
Working with Professional Advisors
To maximize the effectiveness of these strategies, readers are inspired to collaborate with legal, financial, and estate planning professionals. Expert guidance ensures that trusts, LLCs, and other advanced tools are implemented in compliance with legal requirements and tailored to individual family needs.
In Volume 6, Build and control a financial empire using trusts, LLCs, life insurance, and governance to ensure generational autonomy…
Dynasty Wealth Vol. 6 provides a step-by-step guide to creating and maintaining a family financial empire, focusing on tools like life insurance, trusts, LLCs, corporate credit strategies, and family constitutions. It emphasizes the principle of "owning nothing but controlling everything," allowing families to protect, grow, and sustain wealth in alignment with their values.
This book explores how to use life insurance as a cornerstone for building multi-generational wealth, demonstrating how affordable policies secured early can provide compounding benefits. It delves into creating family trusts to safeguard assets and LLCs to separate personal and business finances, building corporate credit for growth opportunities. The inclusion of a family constitution fosters unity, accountability, and a shared vision for the future.
By drawing on biblical principles like stewardship and legacy planning, the book provides a faith-based perspective on wealth management. It motivates families at all income levels to take actionable steps, whether starting with a simple trust or leveraging more advanced tools like dynasty trusts and corporate credit.
This guide ensures families can navigate today’s financial complexities with confidence, aligning their financial decisions with their values to create a lasting legacy.
Building Wealth with Purpose: Combining Financial Tools and Values
Wealth-building is most impactful when financial tools are paired with a values-driven approach, ensuring that resources not only grow but also reflect and reinforce a family’s deepest convictions. In Dynasty Wealth Vol. 6, this principle is central to creating a lasting financial empire. By integrating legal and financial strategies with shared values, families can protect assets, foster unity, and leave a legacy that aligns with their purpose.
Relevance for Every Family
This guide is designed for families of all income levels. Whether starting with modest beginnings or managing substantial wealth, the strategies presented are adaptable to meet your unique needs. From securing life insurance for young children to setting up advanced legal structures, every family can take steps toward building a sustainable legacy.
Small Steps, Big Impact
Readers are encouraged to begin with manageable but meaningful actions, such as:
Securing Affordable Life Insurance: Policies established early provide cost-effective wealth-building and future financial stability.
Hosting Family Meetings: Bring everyone together to define shared values, goals, and visions for the future.
These foundational steps lay the groundwork for long-term success while fostering family communication and collaboration.
The Role of Professional Guidance
To maximize the effectiveness of these strategies, families are urged to seek professional expertise. Setting up trusts, LLCs, and corporate credit systems requires precise execution to ensure compliance and efficiency. Professionals can tailor these tools to your unique goals, helping you navigate complexities with confidence.
Biblical Foundations for Financial Stewardship
Grounded in scriptures like Proverbs 13:22 (“A good man leaves an inheritance to his children’s children”) and Matthew 6:20 (“Store up for yourselves treasures in heaven...”), this book ties financial strategies to spiritual stewardship. By aligning wealth-building practices with biblical values, families honor their faith while creating a legacy of purpose.
By following the principles outlined, families can achieve:
Tax-Efficient Wealth Transfer: Minimize tax burdens to preserve more wealth for future generations.
Asset Protection: Safeguard resources from legal and financial threats.
Strengthened Family Unity: Promote harmony through shared governance and accountability frameworks.
In Volume 7, Use trusts, LLCs, and governance structures to reclaim autonomy, secure wealth, and preserve family independence for generations…
This volume explores financial autonomy through the strategic use of family trusts, LLCs, and governance frameworks. It emphasizes the importance of reducing dependency on external systems, such as government programs and volatile markets, to preserve wealth, align finances with family values, and safeguard intergenerational legacies.
Key Highlights:
Financial Autonomy Defined:
Learn how to manage wealth independently, minimizing reliance on government systems, while embedding principles of stewardship and sovereignty.
Understand how financial autonomy creates resilience against economic uncertainties and protects family values across generations.
The Role of Family Trusts:
Explore trusts as tools for asset protection, privacy, and controlled wealth distribution.
Discover various trust types, including dynasty and charitable trusts, tailored for long-term wealth management and legacy-building.
LLCs for Asset Protection and Privacy:
Understand how LLCs shield assets from liability, offer privacy, and facilitate multi-generational wealth transfer.
Learn about the benefits of combining trusts and LLCs for comprehensive financial protection.
Inspiration from Autonomous Communities:
Examine practices from Amish and Mennonite communities, such as debt aversion, mutual aid, and simple living, as models of resilience and independence.
The Family Constitution:
Develop a family governance document that formalizes shared values, roles, and decision-making processes.
Promote unity, financial responsibility, and intergenerational collaboration through structured governance.
Life Insurance for Liquidity and Security:
Discover how life insurance policies provide liquidity, safeguard family wealth, and enhance estate planning.
Learn to integrate life insurance trusts into a broader wealth management strategy.
Minimizing Dependency on External Systems:
Structure wealth to reduce reliance on government programs, leveraging self-reliant financial ecosystems, diversified assets, and philanthropic efforts.
In today’s rapidly evolving economic and legal landscapes, structured autonomy is essential for families seeking to protect their assets and secure their legacy. By leveraging tools like trusts, LLCs, and family constitutions, families can navigate complexities with confidence, reduce dependency on external systems, and build intergenerational stability. Dynasty Wealth Vol. 7 serves as a practical guide for achieving financial independence while aligning wealth-building practices with timeless values.
Faith-Based Approach
Grounded in biblical principles, this book emphasizes the spiritual responsibility of financial stewardship. Proverbs 22:7 reminds us, “The borrower is slave to the lender,” reinforcing the importance of independence and careful management of resources. By aligning financial practices with faith, families can ensure their wealth reflects their values and honors their legacy.
Encouragement for Action
Readers are encouraged to take meaningful first steps, such as:
Creating a basic family trust to protect assets.
Forming an LLC to safeguard wealth and ensure privacy.
Holding family meetings to define shared goals and outline a vision for the future.
For more complex strategies, such as setting up Irrevocable Life Insurance Trusts (ILITs) or drafting family constitutions, families are urged to seek professional guidance to ensure effective and compliant implementation.
Get Your Copy of all Seven Volumes of the Dynasty Wealth Series Today for Just $34.99 and You’ll Also Get These FREE Bonuses:
Legacy & Estate Planning Checklist
BONUS #1:
When you purchase the Dynasty Wealth Series eBook, you’ll receive an exclusive Legacy Planning Checklist—absolutely free!
This powerful tool is designed to simplify the process of creating a multigenerational legacy. It breaks down every essential step into clear, actionable tasks, ensuring you don’t miss anything critical on your journey to securing your family’s future.
What’s Included in the Legacy Planning Checklist:
Define Your Family’s Vision and Values: Create a foundation rooted in faith and
purpose.
Financial Goal Setting: Clarify your objectives for wealth-building and legacy preservation.
Asset and Liability Inventory: Gain a full understanding of your financial
landscape.
Trust and Will Review: Ensure your legal structures are air-tight and aligned with your goals.
Stewardship and Heir Education: Empower your family to manage wealth responsibly.
Family Vision and Mission Template
BONUS #2:
This bonus is a must-have resource for families who want to leave more than money—they want to leave a legacy of faith, values, and purpose
When you purchase the Dynasty Wealth Series eBook, you’ll gain access to an exclusive Family Vision and Mission Template —a powerful tool to bring your family together and create a shared purpose for building your legacy.
This professionally designed template helps you and your family craft clear, meaningful statements that align your values, vision, and goals. By working together, you’ll foster collaboration and unity while establishing a roadmap for managing wealth and preserving what matters most.
What You’ll Accomplish with This Template:
Create a Plan of Action: Turn your vision into reality with an actionable plan that assigns responsibilities and sets clear deadlines.
Define Your Family Vision: Identify what your family stands for, the legacy you want to leave, and the impact you want to make.
Craft Your Family Mission: Outline your family’s core values and the actionable steps needed to achieve your shared goals.
Set Short- and Long-Term Goals: Establish SMART goals to ensure every family member works toward a unified vision.
Create a Plan of Action: Turn your vision into reality with an actionable plan that assigns responsibilities and sets clear deadlines.
Estate Planning Basics Mini-Course – Secure Your Family’s Future
BONUS #3:
Unlock access to an exclusive Intro to Trusts & Estate Planning Basics Mini-Course —a step-by-step guide to protecting your family’s wealth and legacy.
This bonus mini-course, available as a video and PDF, simplifies the complexities of estate planning so you can take immediate action. Whether you’re new to estate planning or need to refine your existing plans, this resource will empower you with the tools and knowledge to safeguard your family’s future.
What You’ll Learn in the Mini-Course:
How to Set Up Trusts: Discover the different types of trusts and how to use them to protect and distribute your assets.
Drafting Wills Made Simple: Learn the essentials of creating a legally sound will that aligns with your family’s unique needs.
Asset Protection Strategies: Explore proven methods to shield your wealth from unnecessary taxes, liabilities, and external risks.
When and How to Update Plans: Ensure your estate plan evolves with your life circumstances and family’s goals.
Get the Book Risk-Free!
100% Money-Back Guarantee
When you order today, you’re protected by my no questions asked 365-Day Money-Back Guarantee.
If you’re not satisfied with The Dynasty Wealth Series and all of the bonuses listed above for ANY REASON (or no reason at all)…just let me know with a quick email to support@VestedTrustLLC.com and I’ll refund 100% of your purchase ASAP.
Are You Prepared to Establish a Lasting Legacy Built on Biblical Foundations, Guiding and Nurturing Your Family in Faith Across Generations
Get the eBooks Today for Just $34.99
Get the Dynasty Wealth Series for a one-time investment of just $34.99!
With your purchase, you’ll receive the complete digital series plus all the incredible bonuses outlined above—everything you need to build a lasting legacy.