Brett’s
Rolodex
The exact partners I use inside my own Family Office ecosystem — curated, vetted, and battle-tested.
These aren’t sponsors. They’re part of my Family Office Partners — straight out of my personal Rolodex.
The Family Office
Mindset
Most entrepreneurs build businesses.
We build family offices — systems, partners, and structures that help you build wealth, protect it, and multiply it.
This page is exactly that:
My personal Rolodex.
The partners I trust inside my own wealth ecosystem — the same companies we recommend to our coaching clients, Mastermind members, and inner circle.
If you want to build real freedom, don’t do it alone.
Use the right partners.
Use proven systems.
Use the same support team I use.
Your Family Office
Visualized
Every partner below maps directly to a specific part of a real family office structure.
Click any section of the diagram to jump to the partner group.
Business Management
Business Management
Coaching and leadership support to run your business like a true owner.
1-on-1 Coaching with Brett & KM
Direct coaching for both sides of the business:
Brett for visionaries and entrepreneurs
KM + Tanner Cap Ops Team for integrators and operators
Legacy Planning
Legacy Planning
Build long-term protection for your family and future.
Factum Financial
Our trusted partner for insurance, long-term planning, and family legacy strategies.
Financials & Back-Office Management
Financials & Back-Office Management
Accurate numbers = powerful decisions.
Streamlined Business Solutions
The bookkeeping, payroll, and financial operations team behind our own companies.
Entity and Legal Structures
Entity and Legal Structures
The legal foundation of your wealth — done correctly, every time.
Dearth Law Group
Our go-to partner for entity creation, trust strategy, corporate structures, and asset protection.
Tax Strategies
Tax Strategies
Smart tax planning is one of the most powerful levers in wealth.
Formations Corp
Advanced tax strategy and entity optimization for entrepreneurs.
U.S. Tax Advisors
Our trusted partner for cost segregations to accelerate depreciation and reduce taxes.
Exchangeable
Fast, reliable 1031 exchange intermediaries to defer taxes and reinvest gains.
Investment Vehicles
Investment Vehicles
The legal foundation of your wealth — done correctly, every time.
Horizon Trust
The self-directed IRA custodian we trust for checkbook control and investment flexibility.
Marketing and Deal Flow
Marketing and Deal Flow
Your ability to find, source, and scale the right opportunities.
REI Print Mail
Direct mail marketing that drives high-quality leads and investment opportunities.
Bateman Collective
High-performance marketing systems to scale branding, leads, and acquisitions.