LegacyIQ

Latest — 30 Dec 2025

The $3M Exit That Rejected Traditional Wealth Management: How One Founder Built a Wyoming Holdco Instead

Jason closed his SaaS exit in March 2024 with $3.2M after taxes. Within 72 hours, three wealth managers pitched him the same portfolio: 60% equities, 40% bonds, and a 1% annual fee. They promised diversification, professional management, and peace of mind. He declined all three. Six months later, Jason&

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How Much Does a Family Office Actually Cost?

You don't need $50 million to think like a family office. You need the right framework. Here's the real cost breakdown — and the alternative most founders don't know exists.

Why 90% of Family Wealth Disappears by the Third Generation

Only 3% of wealth transfer failures come from poor financial planning. 60% come from communication breakdowns. Here's why families lose wealth — and the infrastructure that prevents it.

Pre-Exit Planning: What to Build Before the Wire Hits

Smart founders build the infrastructure before they need it. Entity structures, trust architectures, professional teams, investment frameworks — everything gets established while you're still "just" a business owner.

How Founders Build a Family Office Without the Overhead

Traditional family offices require $50M+ and $1M-$2M in annual overhead. The Virtual Family Office model delivers the same results at a fraction of the cost. Here's how founders with $3M-$50M are building it.

Wealth Managers Are Built for Employees, Not Founders

The same strategies that preserve modest wealth actively prevent you from building generational wealth. Here's what founders should do instead.

Why Founders Should Build a Holding Company Before Their Exit

Founders who set up holding companies 2-3 years before exit save $500K-$1M+ in taxes. Setup costs $2,500-$10,000. The cost of waiting: hundreds of thousands.

The Wire Hit. Now What? A Founder's First 90 Days After Exit

The first 90 days after a liquidity event are the most dangerous. Here's the framework for what to do — and what not to do — when the wire hits.

The VFO Value Stack: How Founders Manage Wealth Like a Family Office Without $50M

A 5-level framework for founder-led wealth management. Build generational wealth using family office strategies — without $50M in assets.

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LegacyIQ

LegacyIQ gives founders the playbook that family offices have used for generations. Strategies for structuring, protecting, and growing wealth — before, during, and after liquidity events.

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