by Justin Maxwell | Feb 2, 2026 | Uncategorized
Before We Go Any FurtherWhat is PPLI?The IRS RequirementHow It Actually WorksWho is PPLI For?1. You Have $10 Million or More in Liquid Capital2. You’re Building a Business Toward an Exit3. You’re Already Investing in Alternative Assets4. Estate Planning is...
by Justin Maxwell | Dec 29, 2025 | Uncategorized
The Plateau Every Owner Feels, But Few AdmitWhy Programmatic Acquisitions Outperform Organic GrowthThe Core Problem: Most Owners Rely on Luck, Not Deal FlowThe Investor’s Lens: How Programmatic Acquisitions Work1. Brokers & Intermediaries2. Online Marketplaces3....
by Justin Maxwell | Dec 22, 2025 | Uncategorized
Why Predictable Growth Beats Hustle Every TimeThe Investor’s Lens: Predictability Or ChaosThe Cost Of “Hope As A Strategy”The First 90 Days: Stability Before “Scale”The Four Pillars Of The Predictable Growth Framework1. Purpose And Plan: The North Star2. Product And...
by Justin Maxwell | Jun 25, 2025 | Uncategorized
Why Automation Beats WillpowerStep 1 — Define a Baseline SalaryStep 2 — Automate Savings and SurplusTools and Tech for AutomationStep 3 — Start Small With Asset InvestingThe Long-Term Vision — The Endowment ModelStep 4 — Transform the Business Into an AssetStep 5 —... by Justin Maxwell | May 12, 2025 | Uncategorized
Why Most Families Get Legacy Planning WrongTrusts Don’t Build StewardsRaising Stewards: The Forgotten Job of LegacyThe Difference Between Heirs and StewardsHow We Approach Legacy in the Maxwell FamilyStop Outsourcing Legacy. Start Architecting It.So What’s Next?...
by Justin Maxwell | May 8, 2025 | Uncategorized
The Trap Most Entrepreneurs Fall IntoWhat Makes a Family Office Different?How to Start Leading Your Own Family Office1. Define a Vision Bigger Than Retirement2. Align Your Professionals to Your Vision3. Set the Standard for What “Good” Looks Like4. Build the Right...