Protect your family's wealth
A trusted path for families to protect wealth and peace.
Why Elm
We specialize in helping entrepreneurs & families shield their assets from lawsuits, minimize taxes, and build governance that preserves wealth—and family unity—for generations.
Protect what you earn
Making money is hard—keeping it is harder. Roughly 70% of family wealth disappears by the second generation and 90% by the third, most often from poor planning, governance gaps, taxes, and disputes.
70% of wealth
Lost by 2nd generation
90% of wealth
Lost by 3rd generation
4 causes
Poor planning, governance gaps, taxes, & disputes.
Did you know?
👉🏼 If you own high-value assets, you are a target for money-hungry lawyers and plaintiffs.
👉🏼 If you restructure assets after a lawsuit, this can be convicted as fraud.
How we can help...
Protect your wealth & legacy with legal, strategic structures before you get targeted.
Reduce exposure to lawsuits and unnecessary taxes.
Prepare your heirs to steward wisely.
Our mission
We protect your family’s wealth and legacy with legal, strategic structures that reduce exposure to lawsuits and unnecessary taxation.
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Content is educational—not legal, tax, or individualized financial advice. Legal services are provided by licensed attorneys; insurance by licensed agents; results vary by client and jurisdiction.