The BEST Retirement and Legacy Income Plan In America

 SUPERCHARGE YOUR 

  RETIREMENT & LEGACY INCOME PLANNING​

​

Why Do You Do What You Do?

While most people chase life, we help you own it.

The Platinum Endowment Family Office was built so you can live wealthy now, enjoy complete control in retirement, and guarantee your legacy continues — with purpose — long after you’re gone.

​

Forever remove the cutback, cut corners and scrimp mindset - today learn how to use the Family Office to put everything in one place and live life now, spend freely in retirement and provide extraordinary wealth  with instructions for your kids and 6 to 7 generations after.

​

We use the Rockefeller Method to:
✅ Guarantee lifetime income and multi-generational wealth with directions
✅ Build your Financestory™ — your personal wealth narrative and strategy
✅ Create a system of family strength that keeps what you built growing forever

​

The PLATINUM Endowment Family Office

Puts everything in one place (All working together instead of one off conflictors)
 

• Accountants

• Lawyers

• CFO and planning teams

• Tax recovery team and plans to pay the legal minimum

• Investment Advisors who have already made their millions and share their successful strategies

• Insurance professionals to implement The Rockefeller Method to protect, rapidly grow and provide for every generation without risking the family success

 

Write your family’s financial story — not Wall Street’s.

​

Your Financestory™ turns your wealth into a living system — designed to protect cash flow, eliminate taxes, and guarantee income that never runs out.
This is your personal Rockefeller-style family office, built to fund your lifestyle, your legacy, and your family’s freedom.

“The wealthy don’t save money. They store it in systems that make them wealthier.”

​

The Family Financestory™

Don’t just leave money. Leave a mission.

​

This is the written plan that defines your family’s values, vision, and financial rules,  your ancestry story not in pictures of where you came from but your financial story, what is inside your brain (education, experiences, how you do things, how you treat others, greatest triumphs, biggest regrets, how you overcame adversity or failures etc.— so your kids and grandkids never have to start over.
It turns your wealth into a multi-generational operating system that preserves both your money and your meaning.

​

“The Rockefellers didn’t pass down inheritance — they passed down instructions.”

​

The Family Bond System

Unite, empower, and protect your bloodline.

​

This is where your wealth meets your family identity — a blueprint for shared purpose, education, and legacy stewardship.
It teaches your children how to grow together, be on the same page to eliminate infighting and division, invest wisely, and build family strength for 100 years or more.

​

“Wealth without unity fades. Strength without purpose fractures. The Crest ensures neither happens.”

​

I want to start my Family Office Now

https://calendly.com/platendow/15-minute-call

 

 

​