Drop “apply” to see if we may be a fit to help you get your financial life and business structures truly dialed in. Want to Set Up a Family Foundation? Know the Rules First. It’s true — family foundations can be a powerful tool for legacy and tax strategy. But here’s what most content creators don’t tell you: 🚨 If your goal is to “keep the money in the family”… You’re already off track. Let’s clear this up: 🧾 When you contribute to a private foundation, those dollars no longer belong to you or your family. They’re meant for public benefit — not private gain. That’s why the IRS enforces strict rules around self-dealing. Here’s what that means: ❌ You — and your entire family — are considered disqualified persons. ❌ You and other disqualified persons can’t rent, buy from, or sell to your own foundation. ❌ You can’t pay yourself or other disqualified persons unless it’s a legitimate salary for actual work. ❌ You and other disqualified persons can’t benefit pers...