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Lead your own family office—or lose millions in taxes, missed investments, and lost legacy.
Most entrepreneurs are bleeding wealth—and they don’t even know it.
They think they’re building wealth because the money’s flowing in.
They think their accountant is “handling it.”
They think tax strategy is about write-offs and deductions.
But the reality is this:
Earning more doesn’t build wealth. Leading well does.
If you’re a high-income earner, the tax code wasn’t built for you. It was built against you. And the game is rigged in favor of those who have family offices—unless you choose to lead one yourself.
At Big Life Financial, we help entrepreneurs like you lead your own family office—even if you don’t have $100 million in assets. Because waiting until you’re ultra-wealthy is how most high earners lose everything they’ve built.
They make millions and millions of dollars just to end up middle class.
The Trap Most Entrepreneurs Fall Into
You build something incredible. You scale a business. You make millions.
But you still operate with a middle-class wealth model:
- One CPA (who’s still filing last year’s taxes)
- One financial advisor (selling retirement portfolios)
- One insurance agent (offering cookie-cutter protection)
They might be really talented people—but they’re not aligned. They’re not collaborating. They’re not running your race.
They will get you to a destination—but it’s probably theirs, not yours.
It’ll be something. But is it what you actually want?
What happens? You pay too much in taxes. You make inefficient investments. You protect assets you shouldn’t—and leave others exposed.
And by the time you “retire,” the lifestyle you planned for isn’t even close to the one you’re living now.
This isn’t just about money.
It’s about Vision. Alignment. Control.
What Makes a Family Office Different?
Ultra-wealthy families don’t trust chance.
They engineer outcomes.
They assemble a team of professionals—CPAs, investment strategists, legal experts, insurance specialists—who meet, plan, and execute in perfect sync around one vision: the family’s.
Here’s the catch: most people don’t think they qualify to have that.
We’re here to tell you: you do.
You don’t need a $100M net worth. You just need a clear vision, aligned experts, and the willingness to lead them.
(Spoiler: some of your experts today might not be willing to be led.
You might have to fire people. But unless you’re willing to lead, you’ll never know.)
How to Start Leading Your Own Family Office
Here’s how we help our clients take control—whether they earn $500K or $20M+ per year:
1. Define a Vision Bigger Than Retirement
Most advisors build backward from age 65. And then lead you to the vision they created.
We build forward—from your impact.
Want to give away $1M a year? Exit at $50M? Leave a legacy that spans generations?
You define the target.
Then we reverse-engineer the tax and financial strategies—and help you lead your team to get there.
2. Align Your Professionals to Your Vision
Your accountant and advisor might not be the problem (they could be though).
They’re just not playing as a team.
When you lead the vision, you empower them to collaborate.
That’s when real tax savings and true wealth building begin.
3. Set the Standard for What “Good” Looks Like
You can’t lead what you can’t measure.
We help clients create clear benchmarks for every member of their financial team.
No more vague promises. No more “we’ll look into it.”
Just execution and results.
4. Build the Right Board, Not Just a Rolodex
Think of your wealth like a general mapping war strategy.
You need the map, the team, and the strategies to deploy.
Too many people chase strategies without the team or the map.
That’s why it doesn’t work.
Most entrepreneurs are fighting with one advisor, a broken table, and zero visibility.
We build the board.
We give you the strategies.
You lead toward your outcome.
5. Keep More of What You Earn—Strategically
Want to cut your taxes by $50K? $700K? $3M+?
Let’s not cap the potential.
The truth is, we’ve seen millions in savings by aligning the right team around the right plan.
Whether it’s the Augusta Rule, leveraged giving, cost segregation, or advanced insurance structures—none of it works as well as it should unless your team is integrated and aligned.
The Cost of Not Leading
Once you create your family office, you start saving real money.
Here’s what we mean:
- One client earned $1.3M a year in revenue. Had a decent CPA. Paid $75K in taxes.
Turns out they were overpaying by $20K/year—because their team wasn’t integrated.
Over 30 years? That’s $1M lost. - Another client, doing $21M in revenue, could’ve saved $721K in one year.
Because their professionals weren’t communicating, that mistake could cost them $59 million over their lifetime.
So let’s ask the real question:
Is keeping your accountant—just because they’re your friend or brother-in-law—worth $1 million?
Is sticking with a “nice” CPA who refuses to align with your vision worth $59 million?
If so, great.
If not, it’s time to make a change.
What Makes Big Life Financial Different?
We’re not here to pitch you strategies.
We’re here to put you at the head of the table—and build the infrastructure that lets you win.
We help high-income earners:
- Build a custom family office model
- Lead with vision, structure, and clarity
- Save hundreds of thousands (or millions) in taxes
- Protect assets and invest with precision
- Create wealth that lasts for generations
This isn’t theory. It’s real.
It’s proven.
It’s built for entrepreneurs like you.
Ready to Stop Playing the Game Like Everyone Else?
If you’re still relying on disconnected professionals to “figure it out,”
you’re leaving seven figures on the table—and exposing your wealth to risk.
You’re world-class at making money.
Now it’s time to become world-class at keeping it, multiplying it, and using it for something bigger.
Stop playing defense with your finances.
Lead your own family office—and make your money work as hard as you do.