Rockefeller & Walton. Strategies of The Ultra Wealthy

Today, we're gonna take a few minutes and talk about control versus ownership. John D. Rockefeller, who was one of the richest men in the world and you're all familiar with Rockefeller but he was supposed to have said on his deathbed to his children that, "the secret of success is to own nothing but control everything." Own nothing but control everything. This is something we're going to show you, how to use multiple entities to “own nothing, control everything.” We call that strategy "the Rockefeller Strategy," and then we have another strategy that's an extension of the Rockefeller strategy, called the "Walton strategy." Here's a picture of Sam Walton, his representative Lance Morgan said that the estate planning practices that the Walton family used are broadly available and commonly used among the wealthy, among the informed. What we want you to be is informed, what we want for you is to become wealthy and by having strategies employed by Rockefeller and by Walton, you have a dramatically greater opportunity to build enormous wealth, to protect it from outside challenges like lawsuits and audits and to be able to deploy it as you need to and eventually pass it on to the next generation.

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