Service Suite

Three Signature Offerings. One Standard of Excellence.
At TMW Advisory, we provide a refined suite of business advisory services designed for faith-driven, multi-generational family enterprises.
Each offering is built upon the TMW Stewardship Architecture™, our proprietary framework for creating structure, clarity, and resilience at the heart of your enterprise.

We architect systems, alignment, and internal strength so your family can operate with clarity and confidence.

Navigate the Three Stages of Strategic Family Architecture

TMW DIAGNOSTIC

Clarity. Structure. Direction.
Duration: 1–5 Day Enterprise Assessment (Conditions Apply)
TMW Diagnostic™ is a comprehensive, non-regulatory diagnostic for family-led businesses seeking immediate clarity. It identifies structural, operational, leadership, and continuity vulnerabilities within your enterprise, and pinpoints where order and alignment will create the greatest impact.

Families in transition, facing complexity, or preparing for growth who need a clear picture of where they stand.

TMW ARCHITECTURE

Design. Alignment. Order.

Duration: 1–4 Week Structural & Organizational Deep-Dive

TMW Architecture™ is our flagship offering, the complete structural and operational re-alignment of your family enterprise using the full TMW Stewardship Architecture™ framework.

This is where fragmentation becomes clarity, and complexity becomes structure.

Families navigating growth, complexity, or leadership imbalance who require a full structural transformation.

TMW LEADERSHIP tRANINING

Unity. Capability. Governance Strength.

Duration: 3 Month Leadership & Governance Development Program

TMW Leadership Training™ is a structured, values-driven program designed to strengthen the leadership capacity, communication, and internal governance of family-led enterprises.
This offering equips current and emerging leaders with the clarity, discipline, and alignment necessary to steward responsibility with excellence.

Rather than focusing on legal or financial mechanisms, we focus on the human, structural, and operational elements that determine a family enterprise’s long-term stability.

Leadership Readiness Assessment

Evaluation of strengths, gaps, role clarity, and interpersonal influence within the leadership team.

Family Governance Framework.

Clarity around decision-making, communication rhythm, accountability structures, and internal protocols.

Successor Strengthening & Mentorship Templates.

Skill-building, maturity development, and readiness planning for next-generation leaders.

Executive Communication & Unity Coaching.

Tools that help families communicate with discipline, reduce conflict, and strengthen alignment.

Crisis & Transition Leadership Protocols.

Strategic guidance on how leaders should respond, communicate, and stabilize the enterprise during unexpected change.

Values-to-Action Leadership Map.

A personalized framework translating family values into daily leadership behaviors, expectations, and cultural standards.

Annual Leadership Rhythm & Review.

A structured annual cycle for reflection, correction, and strategic focus.

Families preparing the next generation for leadership, strengthening multi-leader governance, or seeking unity and clarity around shared responsibilities.
Entity Architecture & Governance
Tax Strategy & Optimization
Estate & Succession Planning
Accounting & Reporting
Credit & Capital Readiness
Compliance & Risk Management
Private Equity & Deal Structuring
Sovereign Trust & Legacy Sub-Structures
Family Constitution & Governance Architecture
Commodity & Storehouse Strategies
Private Asset Registries & Recordkeeping.
Private Membership & Professional Associations
Sovereign Dispute Resolution Frameworks
Freedom Protocol Roadmaps

Select the package that fits your needs. Learn More About Each

Only 10 blueprints are generated each month to preserve quality and speed.

In 72 hours, receive a tailored Wealth Blueprint that maps your estate, tax, asset, and sovereign strategies into a clear plan. This is the foundation of legacy.

Only 5 clients are served each month to preserve quality and speed.

Explore Our Wealth Solutions and Find the Strategy That Fits You

Blueprint Wealth

  • See, for the first time, how your entities, accounts, and trusts fit together.
  • Clear diagrams of your LLCs, corporations, and foundations.
  • Recommendations for where governance policies are required to reduce liability.
  • A strategic path for layering protection without adding unnecessary complexity.
  • Identify exactly where money is being lost and how to legally redirect it back into your control.
  • Review of potential deductions, credits, and depreciation strategies.
  • Customized structuring for real estate, business, or commodities.
  • Roadmap for reducing unnecessary tax leakage.
  • Understand your inflows and outflows like a private equity partner would.
  • Cashflow channels mapped between entities, owners, and investments.
  • Recommendations for distributions vs. reinvestment.
  • Guidance on liquidity positioning to prepare for both opportunity and crisis.
  • Protect what you’ve built from creditors, lawsuits, and the unexpected.
  • Review of entity separation and trust structuring.
  • Recommendations for safeguarding hard assets (real estate, minerals, energy, and biblical commodities).
  • Blueprint for creating legal and jurisdictional distance between you and your wealth.
  • Step outside the Babylonian system of reactive wealth management.
  • Application of natural law and common law structures for enduring stewardship.
  • Sovereign frameworks that honor legacy over liability.
  • Integration of both systemic compliance and sovereign independence.
  • No fluff, no ambiguity. You’ll walk away with a step-by-step, prioritized plan.
  • Immediate action steps for compliance and optimization.
  • Medium-term moves for restructuring and growth.
  • Long-term strategy for legacy and generational continuity.

YOUR WEALTH BLUEprint

72 hours to Clarity

The Wealth Blueprint: Protect Your Assets, Eliminate Unnecessary Taxes, and Multiply Your Wealth, Without Losing Sleep to Lawyers, Lawsuits, or the IRS.

In the next few minutes, you’ll lock in your customized Wealth Blueprint: a full diagnostic of your assets, exposures, and opportunities designed to protect, optimize, and multiply your wealth.

Total Value: $25,000+ Your Investment Today: $1,997

100% Risk-Free Commitment
If your Wealth Blueprint doesn’t uncover at least 10x the value in potential savings or protections, we’ll continue working with you until it does, at no extra cost.

In 72 hours, you’ll receive a comprehensive diagnostic map of your financial, legal, tax, and asset structures. It’s not theory. It’s not a “plan someday.” It’s a blueprint you can act on immediately.

 

We examine:

Tax Exposure: Where the system is over-collecting from you, and how to reclaim efficiency.

Legal Infrastructure: Do your entities, trusts, or agreements actually protect you? Or are they brittle under stress?

Cash Flow & Capital: How to engineer your assets into predictable income streams.

Systemic vs. Sovereign Structures: Where you’re overexposed to Babylonian systems (debt, surveillance, fragile compliance) and how to build sovereign alternatives that endure.

When you order your Wealth Blueprint, you receive:

A 20-40 page Dynamic Report: plain-language, highly detailed with visual illustrations and actionable.

A 1-on-1 Strategy Session with one of our senior advisors to walk you through findings.

A Prioritized Action Plan (systemic and sovereign), showing where to act first for maximum impact.

Exclusive Access to our Sovereign Wealth Tools library (contracts, governance policies, entity structures).

This is not a generic template. It’s your family’s financial DNA mapped and translated into power.

Without a blueprint, you are building wealth blind.

With one, you know:

Exactly where your vulnerabilities are.

What changes deliver the highest ROI in protection and growth.

How to align your structures with natural, common, and divine law, so your legacy actually lasts.

Entrepreneurs and wealth-builders tired of being overtaxed and overexposed.

Families ready to protect and grow assets across generations.

Sovereign-minded leaders who want wealth that cannot be hijacked by fragile systems.

If you want to preserve comfort, this is not for you. If you want to build freedom, legacy, and testimony, this is exactly what you need.

For us to deliver a Wealth Blueprint of this caliber, we need full and accurate information from you. Immediately upon ordering, you’ll receive a confidential client questionnaire covering your:

Current entities, trust, and asset structures.

Tax returns or filings (where available).

Real estate, commodities, or hard asset holdings.

Banking and credit relationships.

Goals, concerns, and long-term objectives.

The more transparent you are, the sharper and more powerful your Blueprint will be. This is a private, secured process. Nothing is shared, nothing is outsourced, and every detail is handled in trust.

Pricing

We don’t price this like accountants who bill by the hour.This is a 72-hour intensive, combining tax, legal, accounting, and sovereign structures into one.

The investment: $1,997.

(Clients may save multiples of this amount in tax optimization alone.)

The Wealth Blueprint is not another consultation, checklist, or template. It’s a comprehensive, personalized financial architecture built around your assets, goals, and risks.

We analyze your entire financial life, assets, business structure, taxes, estate planning and design a step-by-step execution plan to:

The Wealth Blueprint is not another consultation, checklist, or template. It’s a comprehensive, personalized financial architecture built around your assets, goals, and risks.

We analyze your entire financial life, assets, business structure, taxes, estate planning and design a step-by-step execution plan to:

Full Wealth Diagnostic

Deep dive into every account, property, and structure.

($10,000 value)

Custom Tax Optimization Strategy

Designed to eliminate six-figure liabilities.

($25,000+ value)

Generational Wealth Roadmap

blueprint for passing down assets efficiently.

($20,000 value)

Risk Exposure Report

Clear breakdown of divorce, liability, and tax threats.

($7,500 value)

Business & Asset Structuring Plan

Insulating you from lawsuits and creditors.

($15,000 value)

Total Value: $77,500+

What Happens After You Pay

01

Immediate Confirmation

Once payment is processed, you’ll receive an email with your onboarding form to get started.

02

Secure Workspace Access

Your private family workspace is created, and we begin gathering the materials required for the assessment.

03

Kickoff Call Scheduling

Your Diagnostic formally begins once your kickoff call is scheduled and completed.

04

Assessment Period (1–5 Days.Conditions Apply)

We conduct a structured review of your systems, decision flow, documentation, and organizational alignment.

05

Delivery of Your TMW Diagnostic™

You receive a clear, comprehensive structural analysis outlining vulnerabilities, priorities, and recommended actions.

06

90-Minute Strategic Review Session

We walk through your results, answer questions, and define your next steps with precision and clarity.

Guarantee

If your Diagnostic doesn’t reveal at least 10x what you paid in hidden risks, inefficiencies, or structural opportunities, we keep working until it does. At no extra cost.

No loopholes. No fine print.No excuses.

$1,990.97

Start your TMW Diagnostic™ today and unlock immediate access to your onboarding and initial review process.

Each Diagnostic is performed manually and confidentially by our advisory team. Because the work is intensive and bespoke, we only accept a limited number of families per month. Once capacity is reached, enrollment closes.

FAQs

Is this right for us if we already have attorneys, CPAs, and financial advisors?

Yes. The Diagnostic does not replace your advisors, it makes their work more effective. We reveal structural and operational realities none of them see alone.

Is this right for uWill you tell us what entities or legal structures we “should” have?s if we already have attorneys, CPAs, and financial advisors?

No. We do not provide entity selection, legal structuring, or tax advice. We highlight where complexity, bottlenecks, or misalignment exist so you can address them with your licensed professionals.

What if our enterprise is very private or sensitive?

We work discreetly with families who value privacy. You share only what you’re comfortable sharing. We do not need access to confidential documents to produce meaningful structural insight.

Is this refundable?

Because we commit significant time and capacity to each Diagnostic, payments are generally non-refundable. Our Clarity Guarantee exists so that your risk is minimized, we continue working until the insights meet the 10x standard.

Turn Complexity into Certainty:

In 90 Days, Build the Systems of

Wealth That Endure for Generations.

Because your legacy deserves more than piecemeal strategies. It deserves a private family office framework built exclusively for visionaries like you.

YES Protocol:

Your Exodus Strategy™

The Problem

  • If you’re reading this, you already have wealth, but you don’t yet have the system.
  • You’re stuck managing advisors, accountants, and lawyers who don’t talk to each other.
  • You’re exposed, overpaying taxes, under-leveraging credit, vulnerable to lawsuits.
  • You want to steward your family’s wealth with integrity, but the “off-the-shelf” solutions aren’t designed for your world.

Truth? Without an integrated framework, wealth doesn’t last. It erodes.

The Promise

In 90 days, through the YES Protocol, we build you a bespoke family office system:

This is not “consulting.” It’s architecture.

The YES Protocol

  • Deep-dive audit of existing entities, trusts, tax filings, investment structures.
  • Personal + family interviews to align with your mission, values, and goals.
  • Identification of exposure points + missed opportunities.
  • Legal + tax restructuring: align trusts, entities, and holdings.
  • Financial flowchart: mapping every account, asset, liability, and protection.
  • Creation of governance system (decision rights, roles, reporting).
  • Execute first set of entity/tax changes (with your existing advisors or ours).
  • Deliver a Family Office Blueprint: one master system, not scattered documents.
  • Train key family members or executives on execution and stewardship.
Why Us
We don’t just build strategies. We build legacies that withstand generations.

This offer is by application only. We only work with a handful of families each quarter.

Say YES to certainty. YES to alignment. YES to legacy.

Many founders and families face inefficiencies, gaps, and structural challenges that can limit their effectiveness. At TMW Advisory, we provide a strategic operational architecture designed to strengthen internal systems, governance, and decision-making, without providing investment or transaction advice.

Our approach creates a resilient, aligned, and purposeful framework, enabling families and enterprises to operate with clarity, confidence, and readiness for growth or transitions. In essence, we build the internal structures that allow complex enterprises to function smoothly and effectively, without unnecessary complexity or overhead.

Let’s Have a Thoughtful Conversation.

We understand the complexities of structuring private enterprises and family offices. If you are exploring how others prepare their internal ecosystems, establish decision frameworks, and safeguard their legacy, we welcome a discreet and informed conversation.

Some of the most valuable exchanges don’t start with a proposal, they start with shared purpose.