WEALTH WITH DIRECTION
Bring the pieces of your financial life together.
Investments, insurance, and estate plans each serve a purpose. Preston helps bring cash flow, accounts, assets, and a private trust together, with clear steps to put the plan to work. Ownership records, bank requirements, and plans for who takes over are considered from the start.
A clear plan. A next step. Help putting it to work.
Core pillars
What a private trust architecture is built to do.
01. PLAN CASH FLOW
Track what comes in, what goes out, and the role of each account.
02. TRACK WHAT IS OWNED
Keep clear records of assets and how each are held.
03. SET CLEAR ROLES
Know who can act, make choices, and take the next step..
04. PLAN FOR THE FUTURE
Prepare the people, records, and steps needed to pass things on.
ONE-ON-ONE HELP
Choose a full plan or a one-time video call.
Work directly with Preston. Each plan and call is built around the client’s needs. This is not a group program, a subscription, or a course.
HOUSEHOLD
Core Architecture
Build a plan for household wealth, with a private trust at its center. Get help with setup and daily use.
Weekly one-on-one video calls with Preston, direct access between calls, and support through completion.
HOUSEHOLD + REAL ESTATE
Complete Architecture
Bring household wealth, a private trust, and the real estate included in your project into one plan.
Everything in Core, plus help working through each included property's ownership, loans, deeds, title, and records.
CLEAR + FOCUSED
Working Session
A 60-minute, one-on-one video call with Preston about wealth, a private trust, or a key choice. Leave with clear next steps.
One call focused on the choices that need attention now.
*Working Session includes a $500 credit toward Core or Complete Architecture. Apply it after the Session; credit does not expire.
Preston Byron Knapp
He went first.
Before working with clients, Preston spent five years learning about private trusts and ways to manage wealth. He put those ideas to work in his own life.
Today, Preston works one-on-one with a small number of clients. He helps them understand private trusts, build a household plan, and put it to work.
MORE ABOUT PRESTONBegin THE BUILD
Ready for a clearer wealth plan?
Choose the level of one-on-one help that fits.
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