Let's Build Your Family Wealth Operating System.
You read the book. You know the five pillars. Now you want them built. We become your Family Office Director and install your Family Wealth Operating System in 90 days, coordinated, documented and running.
- You own a business doing $1M+ in revenue, or you've built $2M+ in net worth
- Most of your wealth is tied up in the business or scattered across accounts
- You want your advisors working from one plan
- You want a system your family can run without you
- You're looking for a product or a quick fix
- You want someone to pick investments for you
- You're not ready to involve your spouse or family in the plan
Rated Excellent On Trustpilot
"MC and his work with Producers Wealth has been a game changer for me and my family... I am building wealth to transfer to my children and grandchildren."
"M.C. has helped us manage our cashflow better, become more cash flow efficient... These strategies have been a game-changer for us and our family."
"Working with MC has changed our lives for the better! He explained everything to my husband and I in a clear way."
Individual experiences, shared unpaid. May not be representative of other clients' experiences and not a guarantee of future results.
Your Application
Questions Before You Apply
Is this just a way to sell me life insurance?
No. We start with your whole picture: cash flow, structures, family and goals. Insurance is one tool inside the system, and only where it fits. Many of the five pillars have nothing to do with a policy.
Do I have to replace my CPA, attorney or advisors?
No. Keep the people you trust. As your Family Office Director, we coordinate them so everyone works from one plan.
What does it cost?
It depends on your family and what we build. We'll walk through it on your Wealth Clarity Call, once we understand your situation.
How much of my time does it take?
Over the 90 days, plan on a handful of working sessions plus a little homework between them. We do the heavy lifting.
What if we're not a fit?
We'll tell you, and point you to the right next step. You'll leave the call with a clearer picture either way.
Not Ready To Apply Yet?
Start with the book that lays out the whole system.