WEALTH & BUSINESS STRATEGY
If you’re building wealth without protection and structure, you’re doing it wrong.
Learn how to use trusts, holding companies, and business entities to protect what you’ve built. Make it last, keep it private, and pass it on your terms. One lawsuit, divorce, or unexpected debt shouldn’t wipe you out… own nothing, control everything.
Why This Matters
If you’re serious about protecting what you’ve built, this is for you. Inside Wealth & Business Strategy, you’ll learn to:
Set up trusts to shield assets from lawsuits, creditors, probate, and taxes
Create a powerful pour-over will to catch anything you missed
Protect your brand with trademarks and DBAs
Form and structure LLCs and C-Corps correctly
Use holding companies for privacy, keeping your name off public records
Build business credit to access funding without risking your personal finances
This isn’t surface-level advice — it’s the difference between hoping nothing happens and knowing you’re protected. One lawsuit, audit, divorce, or medical crisis shouldn’t erase years of work.
WEALTH & BUSINESS STRATEGY
If you’re building wealth without protection and structure, you’re doing it wrong.
Learn how to use trusts, holding companies, and business entities to protect what you’ve built. Make it last, keep it private, and pass it on your terms. One lawsuit, divorce, or unexpected debt shouldn’t wipe you out… own nothing, control everything.
Why This Matters
If you’re serious about protecting what you’ve built, this is for you. Inside Wealth & Business Strategy, you’ll learn to:
Set up trusts to shield assets from lawsuits, creditors, probate, and taxes
Create a powerful pour-over will to catch anything you missed
Protect your brand with trademarks and DBAs
Form and structure LLCs and C-Corps correctly
Use holding companies for privacy, keeping your name off public records
Build business credit to access funding without risking your personal finances
This isn’t surface-level advice — it’s the difference between hoping nothing happens and knowing you’re protected. One lawsuit, audit, divorce, or medical crisis shouldn’t erase years of work.
Who This Is For
You’ve heard about trusts and holding companies, but it all feels confusing or expensive, and you don’t know where to start
You want to form your LLC or C-Corp correctly from day one, avoiding costly mistakes
You know you should trademark your brand and use DBAs, but don’t fully understand how or why
You’re building wealth but want true privacy using trusts and holding companies
You want business funding and credit without risking your personal finances
You’re tired of piecing together advice from Google, TikTok, and random videos
You don’t want to look back years from now and realize you built income but never built protection, structure, or leverage
Then this isn’t optional — it’s a must-have.
What You’ll Master Inside Wealth & Business Strategy
Asset Protection & Privacy
Set up and structure trusts to protect your assets
Create a pour-over will that closes gaps and secures what matters
Form and structure a holding company for privacy and control
Draft a holding company operating agreement that shields your wealth
Own nothing directly, control everything strategically
Business Entity Formation & Structure
Properly form a C-Corporation for maximum protection and credibility
Properly form an LLC the right way from day one
Obtain your EIN quickly and correctly
Set up business bank accounts to separate and protect your finances
Structure creates protection. Protection creates scale.
Brand Protection
Trademark your brand correctly to secure ownership
File trademarks the right way to avoid costly mistakes
Create and use DBAs strategically to protect and expand your identity
Business Credibility & Setup
Secure your business domain for authority and trust
Set up a professional business email that commands credibility
Obtain a toll-free business number for a polished presence
Set up a business address that reinforces professionalism
Establish credibility foundations lenders and partners respect
Business Credit & Funding Power
Build strong business credit in 60 days
Obtain your D-U-N-S number and set up business credit profiles
List your business on Google and the 411 directory for legitimacy
Structure your business to qualify for funding without personal guarantees
Access capital without using your personal finances
Bonus: Wealth Strategy & Financial Leverage
Increase your internal banking score to unlock larger funding approvals
Position yourself to access bigger bank and investor opportunities
Master foundational investing principles
Build wealth that goes beyond income and lasts for generations
What You’ll Master Inside Wealth & Business Strategy
Asset Protection & Privacy
Set up and structure trusts to protect your assets
Create a pour-over will that closes gaps and secures what matters
Form and structure a holding company for privacy and control
Draft a holding company operating agreement that shields your wealth
Own nothing directly, control everything strategically
Business Entity Formation & Structure
Properly form a C-Corporation for maximum protection and credibility
Properly form an LLC the right way from day one
Obtain your EIN quickly and correctly
Set up business bank accounts to separate and protect your finances
Structure creates protection. Protection creates scale.
Brand Protection
Trademark your brand correctly to secure ownership
File trademarks the right way to avoid costly mistakes
Create and use DBAs strategically to protect and expand your identity
Business Credibility & Setup
Secure your business domain for authority and trust
Set up a professional business email that commands credibility
Obtain a toll-free business number for a polished presence
Set up a business address that reinforces professionalism
Establish credibility foundations lenders and partners respect
Business Credit & Funding Power
Build strong business credit in 60 days
Obtain your D-U-N-S number and set up business credit profiles
List your business on Google and the 411 directory for legitimacy
Structure your business to qualify for funding without personal guarantees
Access capital without using your personal finances
Bonus: Wealth Strategy & Financial Leverage
Increase your internal banking score to unlock larger funding approvals
Position yourself to access bigger bank and investor opportunities
Master foundational investing principles
Build wealth that goes beyond income and lasts for generations
The Strategy
Premium All-in-One Package
Revocable & Irrevocable Trusts – Protect your assets from lawsuits, creditors, probate, taxes, and unexpected events
Pour-Over Will – Catches anything you forgot and moves it into your trust
Holding Company Setup – Centralize your business for maximum privacy and protection
LLC Formation – Protect your assets and launch professionally (Value: $297)
C-Corp Formation – Structure your business for credibility and growth (Value: $297)
DBA Setup – Use additional business names strategically (Value: $97)
Trademark Setup – Lock in your brand and prevent copycats (Value: $297)
EIN Setup – Keep personal finances separate (Value: $97)
Business Structure for Credibility – Position yourself as a serious player (Value: $197)
Business Credit in 60 Days – Access funding without touching personal credit (Value: $297)
Bonus: Internal Banking Score Secrets – Make banks eager to fund your business (Value: $197)
Bonus: Scaling Blueprint – Take your business from startup to empire faster and smarter
Total Value: $4,999+
TESTIMONIALS
What others are saying
“Where are you going to find a course this affordable that teaches trust formation, holding company structure, trademarks, DBAs, business entities, and business credit, step-by-step?
They don’t teach this in school. They don’t teach this at work. And most attorneys charge thousands just to explain it.
Pat’s course literally opened my eyes to topics I had never even heard of before. The videos are simple, clear, and incredibly easy to follow. She breaks down every concept in a way that actually makes sense, no fluff, no intimidation.
I created my trust, structured my holding company properly, filed my trademark by myself. The value is unmatched for the price.”
Danielle Brooks | Nurse | Chicago, IL
“Pat’s course is truly the best money I’ve spent on education as a business owner. I always thought trusts and holding companies were complicated and only for wealthy families.
Pat made everything simple and step-by-step. I created my trust in one weekend, structured my holding company properly, and separated my operating business the right way.
I also trademarked my brand using her guidance and saved over $1500 in attorney fees.
Pat explains the concept so simply and shows you in a step by step video how to do it. I did everything myself a week.”
Tasha Robinson | 6-Figure E-commerce Brand Owner | Atlanta, GA
“I had an LLC but no real structure. I didn’t realize how exposed I actually was.
Pat broke down asset protection, trusts, and business credit in plain English. It was way easier than I expected. Within weeks, I set up my trust, positioned my companies under a holding company, and started building business credit properly.
I just got approved for a business line of credit ($35,000) from Wells Fargo because Pat's course thought me how to structure my business the right way and build business credit.”
Marcus Bennett | Houston, TX
“As a first-generation entrepreneur, I didn’t grow up learning about asset protection or business structure. I assumed it would cost $10,000+ and be overwhelming.
Pat made complex topics feel simple and organized. I followed her modules step-by-step and created my trust, cleaned up my entity structure, and filed my trademark without confusion.
I saved thousands and, more importantly, I understand exactly how businesses should be structured now.”
Chinelo Okafor | Dallas, TX
“I almost paid an attorney $8,500 to set up my trust before I found Pat one day on tiktok Live. The timing was perfect.
I immediately bought her course, because the value was second to none and the price was so affordable. I was able to set up my trust by myself with her video. Any day I meet Pat, I am taking her to Dinner LOL, thats the least I can do because this woman saved me thousands of dollars.”
Derrick Coleman | Trucking Company Owner | Charlotte, NC
“Pat’s course shifted my mindset from ‘small business owner’ to ‘structured CEO.’
I created my trust, moved assets out of my personal name, protected my brand with a trademark, and finally separated my personal and business finances properly.
What I love most is how simple she makes everything. No fluff. Just strategy.
If you are building something for your family and future, this course is necessary.”
Amina Johnson | Dentist | Maryland
“Most entrepreneurs focus on making money. Pat teaches you how to protect it.
This course gave me structure, confidence, and peace of mind as a finance guy trying to break into Entrepreneurship, this course was truly pivotal . It’s easily the smartest investment I’ve made in my business.”
Kyle Anderson | Corporate Finance | Maryland
“Pat made trusts and business structures simple. I created my trust, set up my holding company correctly, and trademarked my brand — all while saving over $5,000.
If you think this stuff is complicated, it’s not. You just need the right blueprint..”
Kwame Mensah | New Jersey
Disclaimer: The information provided in Wealth & Business Strategy is for educational and informational purposes only. It is not legal, tax, or financial advice. You should consult with a licensed attorney, accountant, or financial advisor before implementing any strategies related to trusts, holding companies, business entities, or asset protection. By enrolling, you acknowledge that you are solely responsible for your decisions and outcomes.
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