PRESERVE WEALTH & WISDOM™

Preserve Wealth With Trusts & Foundations + Preserve IP & Insights With AI.

We believe that wealth preservation, tax reduction, and AI investment opportunities using trusts & foundations should be accessible to everyone - not just billionaires.

Preserve Wisdom
& IP With AI

Preserve $1 billion in human intelligence — capturing ideas, IP, and wisdom with AI so legacies continue on. Clone your brain into a digital AI brain. Digitize your firm. Monetize IP. Build A Digital Legacy. Let your knowledge outlive you.

Built from the ground up. Lost everything once. Spent 20 years figuring out how the system actually works — and built the infrastructure to make it accessible to everyone else.

• —2001 — Started first business at 18. A bakery. Learned what it means to build something from nothing.
• —2005 — Hit a million-dollar bankruptcy. Lost it all. Learned what it means to lose it.
• —2006 — Entered bankruptcy and tax consulting to understand how the system works from the inside. Thousands of cases. Over $5B in assets reorganized and protected from banks.
• —2008 — Law school in the UK. Went deeper on international tax and legal structure.
• —2011 — LLM in Los Angeles. U.S. tax law, business law, immigration and asylum practice.
• —2013 — Passed the California Bar. Expanded into full-spectrum tax and business consulting.
• —2014 — Working with business owners and tech firms across BENT law areas. Thousands of cases, workshops, joint ventures, events.
• —2017 — AI tech role at Hulu. Began digitizing IP with early-stage AI. First look at what was coming.
• —2020 — Launched nonprofit incubator. TEDx. National awards. Published in major magazines on nonprofit and foundation integration for business owners.
• —2020–2024 — Nearly $100M in grants raised and taxes redirected. Connecting government and corporate grant capital to nonprofits and for-profits. Building what became the TEDx formula.
• —2025 — Relaunched as fully AI-native. 100+ apps built, tested, and deploying across law, tax, nonprofit, and finance.

Two missions. One goal. Preserve $1 billion in Wealth and $1 billion in Wisdom — every year — using the same tools the ultra-wealthy have used for generations, now powered by AI.

• —Researched over $1B in death tax cases. Published the findings.
• —The mission flipped: instead of studying how taxes destroy wealth, we now focus on saving it — and redirecting it with intention.
• —$100M+ already redirected through foundation and nonprofit integrations.
• —The U.S. tax code has 197 charitable deductions. The average American uses fewer than 3. Billionaires use dozens — legally, permanently, with full IRS blessing.
• —The gap isn't eligibility. It's education. That's what we fix.

This is the core of the TEDx formula — and the most underutilized strategy in business. A nonprofit or foundation isn't a charity side project. It's a strategic operating layer that changes everything.

• —Public nonprofit setup — structured, compliant, and built to work alongside your existing business from day one.
• —Private foundation integration — tax advantages, investment control, legacy structure, and philanthropic capital in one vehicle.
• —Grant access — government and corporate grant funding your business already qualifies for but has never pursued. We connect the dots.
• —New deals and partnerships — nonprofits open institutional doors that for-profit entities can't. Co-branding, credibility, joint ventures with organizations that won't engage a pure business play.
• —Education and innovation funding — unlock grant capital designated for workforce development, tech innovation, and community education programs.
• —Goodwill and authority — a properly structured nonprofit arm positions you as a mission-driven leader. That's not soft value. That's deal flow, press, stages, and trust.
• —The TEDx formula — 20+ years of cases, nonprofit incubation, awards, and published research. Not theory. A repeatable system for integrating nonprofit and foundation structure into a business operation.

Eight pathways across two pillars — built for where you sit right now:

Pillar 1 · Preserve Wealth

• —Nonprofits & Donors — 10X The Donation™. Educate your donor base on tax-advantaged giving. We fund up to $100K of the educational buildout. Goal: redirect $10M–$100M in new charitable capital.
• —Attorneys, CPAs, Financial Advisors & Consultants — Power of Nonprofits™. Free bolt-on philanthropic planning arm. AI tools, team support, shared revenues on $25K–$100K engagements.
• —Entrepreneurs, Investors & Families — Private Foundations. One-time setup. Tax breaks, investment fund, 1031 alternative, probate bypass, multi-generational legacy.
• —Public Nonprofits — Grants for AI. Access lifetime grants, donations, partnerships, and government/corporate grant capital your nonprofit already qualifies for.

Pillar 2 · Preserve Wisdom

• —Thought Leaders, Experts & Founders — Clone Your Brain™. Capture your ideas, instincts, and frameworks with AI. Build a digital version of your mind that teaches and generates value long after you move on.
• —Law Firms, Agencies & Professional Practices — Digitize Your Firm™. Convert institutional knowledge and IP into AI-native systems. Scale expertise without scaling headcount.
• —Creators, Authors & IP Holders — IP Preservation & Monetization. Capture, trademark, structure, and digitize your ideas and methodologies. Build AI systems to monetize them at scale.

Pillars 1 + 2 · Full Integration

• —Business Owners Ready for Everything — Hybrid Restructuring™. Align a nonprofit and foundation with your existing business, estate, and investment portfolio — while simultaneously digitizing your firm's IP and wisdom into AI. Preserve everything. Lose nothing.

AI changes the speed. The philosophy hasn't changed in 20 years.

• —100+ AI-native apps built across law, tax, nonprofit, and finance. Calculators, screeners, formation tools, grant matchers, estate frameworks, advisor dashboards.
• —Clients model their tax reduction in 60 seconds — no billing clock, no gatekeeping.
• —Grants available to fund AI tool buildouts for qualifying nonprofits and professional practices.
• —Every tool is a force multiplier. One deployed calculator inside a nonprofit donor portal can surface $10M in redirectable capital from a base that already exists.
• —The philosophy: maximize time, talent, and treasure — through tax restructuring and nonprofit and foundation integration.
• —This is not charity. This is strategy. The tax code rewards generosity. Most people have never been shown how to use it.
• —The tools billionaires have used for generations are available to every business owner, investor, and family willing to learn the structure.
• —One billion dollars. Redirected. On purpose.