Your Legacy Building Team. All in one place.

Create your Personal Board of Directors! ⎯  your personal dream team of industry-experts in wealth building and financial planning.

Your Legacy Building Team. All in one place.

Create your Personal Board of Directors! ⎯ Your personal dream team of industry-experts in wealth building and financial planning.

PBoD© is Powered By

Create, Protect and Transfer Your Wealth.

The PBoD© Personal Board of Directors model for supporting the Creation, Protection and Transfer of Wealth is a synergistic economic empowerment model. This collaborative model will bring a team of economic empowerment professionals to create a singular plan.

Create a Business Portfolio

Control your sources of income and ensure your financial security with a collection of ventures.

Build Your Assets

Leverage the knowledge of industry leading advisors to position and grow your money.

Transfer Your Wealth

Pass down financial freedom, independence, and responsibility from generation-to-generation.

Trouble keeping track of it all? Stress less!

Get organized and more effective results by leveraging the collective strategic planning of wealth professionals.

We will assemble a comprehensive, synergistic, and strategic team with one goal in mind ⎯ Your Legacy.

Industry-leading experts in six essential professions:

✓ Estate Planning Law

✓ CPA/Tax Accounting

✓ Insurance

✓ Financial Planning

✓ Real Estate

✓ Business Development

Create a comprehensive, synergistic, and strategic team with one goal in mind ⎯ Your Legacy.

Industry-leading experts in six essential professions:

✓ Estate Planning Law

✓ CPA/Tax Accounting

✓ Insurance

✓ Financial Planning

✓ Real Estate

✓ Business Development

Join The Next PBoD© Workshop Near You!

Attendees will learn how to:

Leverage Financial Resources, including property, instruments;
Business Building using cutting-edge design and development
Create Ethnic Capital, which includes those people employed by your enterprise for the benefit of your family and your community.

Join The Next PBoD© Workshop Near You!

Attendees will learn how to:

Leverage Financial Resources, including property, instruments;
Business Building using cutting-edge design and development
Create Ethnic Capital, which includes those people employed by your enterprise for the benefit of your family and your community.