Understanding The Rockefeller & Walton Strategies
The Rockefeller Strategy is designed for individuals and companies that want additional privacy and lawsuit protection. The strategy includes a privacy company in a preferred jurisdiction (NV or WY), a trust, and legal filings that place the privacy company as the priority creditor for the client’s “home state” operating company. The philosophy behind this strategy is John D. Rockefeller’s famous admonition to his children:
“The Secret To Success Is To Own Nothing, But Control Everything” – John D. Rockefeller
From the name of Sam Walton of Walmart came the Walton Strategy. This strategy takes all of the elements of the Rockefeller Strategy and adds extensive estate planning and exit planning features. The value of this program is best illustrated by this fact:
The Walton allows you to preserve your wealth, to establish a legacy, fulfill charitable works and maintain long term financial security.
“The estate planning practices employed by the Walton family are broadly available and commonly used.” – Lance Morgan, represents the Walton Family
Common Questions Answered
Rockefeller / Walton Package Comparison Chart
Here is what is included in our standard packages. *Some situations may require slight modification to be tailored to your individual needs.
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“Making money is only as good as your ability to keep it”
See What Our Clients Are Saying About Us
“I was involved in a lawsuit and the judge in Las Vegas said he was amazed at my knowledge and the set-up I had in place.”
“You guys do a really good job. Believe me, I am sure not everyone has the history with Laughlin that I do. I’ve been a client since the late 70’s and can say the strategies I implemented back then have saved me more than once. There is a reason you have been around so long…you are good at what you do…thanks.”
*All that we do is submitted and performed with the understanding that we are not engaged in rendering legal, accounting or other such professional service. If legal advice or other expert assistance is required, the services of a professional should be sought.