THE REALITY: Why Most Families Aren’t Protected
X Wills still go through probate and don’t protect assets from lawsuits
X Most families lose wealth within two generations
X Family businesses often collapse due to unclear succession
X Your EIN, SSN, and bank accounts are public and legally exposed
X Even with an LLC, your estate can still be drained by taxes or creditors
DID YOU KNOW?
• A non-statutory domestic private irrevocable express trust under common law is one of
the strongest legal vehicles to protect family assets.
• Trusts can hold EINs, build business credit, and operate like business entities.
• Private trusts avoid probate, reduce tax burdens, and keep your affairs out of public record.
WHAT’S INCLUDED IN YOUR TRUST SETUP?
✓ Custom-Tailored Private Family Trust- Structured as a non-statutory domestic private irrevocable express trust under common law, personalized for your family’s assets and goals.
✓ Trust Name + Legal Date of Establishment- Create legitimacy and financial identity for your trust.
✓ Dedicated EIN Registration- Trust operates as its own legal, tax-identified entity which is key for building credit.
✓ Ongoing Support + Fiduciary Guidance- Maxx Finances walks with you before and after setup.
✓ State-Specific Legal Framework- We align your trust with laws and best practices in your state.
✓ Privacy + Control- Your trust operates outside the court system, family wealth, decisions, and documents stay private.
✓ Family Business & Asset Governance Planning- Preserve unity, structure, and direction across generations.
✓ Trust-Based Credit Strategy- Open vendor accounts, build credit, and unlock funding using the trust’s EIN.
WHO THIS IS FOR?
✔ Families who want to protect multi-generational wealth
✔ Business owners who want to transition assets to heirs without risk
✔ High-net-worth or growing families needing structure and privacy
✔ Parents who want their children and grandchildren to inherit without conflict or taxes
✔ Founders who want to build credit in a trust-controlled business
WHY ESTABLISH A PRIVATE FAMILY TRUST?
✔ Wealth Management: Centralize your family’s real estate, investments, insurance, and planning in one structured entity.
✔ Estate Planning: Avoid probate, keep things private, and distribute wealth exactly how you choose.
✔ Asset Protection: Shield wealth from lawsuits, divorces, bad decisions, and external threats.
✔ Family Governance: Define rules for money management, asset use, and decision-making — even long after you're gone.
✔ Legacy Preservation: Ensure your children, grandchildren, and great-grandchildren know how to protect, grow, and respect the family name and assets.
LITTLE-KNOWN FACTS (Most Families Don’t Know This…)
*You don’t need to be a millionaire to create a Private Family Trust — you just need a vision
* Irrevocable trusts are not public record, unlike wills or LLCs
* Your trust can be the owner of your business, making lawsuits more difficult
* Trust-owned entities can qualify for credit, even without using your SSN
* Most CPAs and attorneys don’t specialize in trusts + business alignment, but we do
* Irrevocable express trusts under common law offer higher asset protection than statutory
alternatives
Your Legacy Can’t Wait
Wills divide. Trusts preserve. Build a Private Family Trust today.
Build a non-statutory domestic private irrevocable express trust under common law that works for your family, not the court system.
Let us build the structure your family needs to stay protected and powerful.
“I didn’t realize how vulnerable we were until Maxx Finances broke it down. Now, our family business and real estate are inside the trust, protected for our kids and grandkids.”