CREATE YOUR FAMILY LEGACY. SECURE YOUR FINANCES - NOW.

INTRODUCING THE FAMILY OFFICE + FAMILY BANK STRATEGY
OUR NEW 3-DAY COURSE 
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Family Office + Family Bank Strategy

Plan for the future now. Optimize your business and personal wealth to preserve principal and mitigate taxes legally with the family office strategy. This model enables entrepreneurs and new or established families to build wealth and maximize flexibility with a legal business entity as the hub. Family offices can be created to support overall financial needs at any stage in your life, from early career to after significant liquidity events.
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FAMILY OFFICE + FAMILY BANK STRATEGY 3-DAY COURSE
1 SESSION PER WEEK FOR 3 WEEKS + 1 FOLLOW UP CALL
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BENEFITS

  • Build wealth faster
  • Reduce tax burden legally
  • Increase return on investment
  • Hedge inflation
  • Protect assets from excessive taxation
  • Develop legacy and wealth transfer strategies
  • Create active family investment structure

Are you ready for the future?

WHAT WOULD HAPPEN TO YOUR BUSINESS AND FAMILY IF SOMETHING HAPPENED TO YOU?
Failing to plan for the future can threaten your family’s future—and your legacy. Successfully managing personal and family wealth for the long-term future requires careful planning and structure. And it’s never too early to start, but it can be too late if something happens to you. 
It’s time to take action.

Secure the future with your own family office

Protect your time and capital now while preparing for the future. The family office model can benefit families at any stage, from new to well-established to high-net-worth, helping them build and preserve a legacy of wealth for the next generation.
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Don't go it alone!

Access expert guidance on every step of establishing your family office, from goals and roles to creating organizational structure. We can help in just 3 days with our BOOST Workshop.

Get started now with our 3-day BOOST Workshop

Establish your family office faster with our accelerated 3-day BOOST Workshop. The course includes 1 session per week for 3 weeks and 1 follow up call with Dr. Rachor.

What you will learn:

  • What a family office is, and why having one matters
  • Easy ways to maximize family wealth—and plan for wealth transfer
  • Guidance on office formation, legal tax mitigation, and how to plan with the end in mind
  • How children are incorporated, before and after age 18
  • How to use templates and documentation for implementation
  • Family Bank Strategy and Sweep Account principles

Just 3 days and $595!

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Join our 3-day BOOST Workshop to accelerate
your family office planning and creation.

Are you Ready?

Begin with the end in mind. We recommend these seven top tips to consider before setting up your family office.

  1. Learn the Family Office Strategy
  2. Advance your knowledge with our short course
  3. Assess your specific needs and create your strategy
  4. Implement your strategy with attorneys and bank accounts
  5. Find a CPA who is a tax strategist
  6. Integrate your Family Office with your life and work
  7. Maintain accurate, timely records
When you’re ready to take the next step, we’re here to help with our 3-day course.

1 session per week for 3 weeks + 1 follow up call

Leadership

As a member of several large dental masterminds, Dr. James Rachor has gathered and shared knowledge with top dentists, doctors, and lawyers in the nation. Now he’s ready to share his family office strategies with other professionals. 

Dr. Rachor has provided the highest quality dental care since 1990. He obtained his Doctor of Dental Surgery degree from the University of Michigan Dental School. He is certified to provide Invisalign® and laser dentistry as well as cosmetic and implant dentistry. 

Dr. Rachor is a member of the Michigan Dental Association, American Dental Association, the Academy of General Dentistry, the Academy of Laser Dentistry and the Academy of Cosmetic Dentistry. 

Dr. Rachor is happily married to his wife, Cinda. They have seven children. He volunteers with Forever Changed International and frequently travels on mission trips with his church. Dr. Rachor seeks to provide patient-centered care in a pleasant environment. He is a Christian who believes that Jesus Christ is His Lord and Savior.
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Join our 3-day BOOST Workshop to accelerate
your family office planning and creation.

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