Keep Money in Your Family Forever
Without working harder, saving more, or paying millions.
We only take on 8 families per month who are ready to build this intentionally.
Hear From Real Business Owners
Peter Cosezna
Khamor Johnson Bey
Jessica Cordeiro
Dear fellow business owner,
Let me guess.
You've got a will in a drawer somewhere. Probably from 2014. Written right after your second kid was born, when you were still driving a Ford F-150 and thought $800K was "making it."
Your business is worth three times that now. That will? Still says the same thing.
You've "talked to someone" about it. An attorney quoted you $8,000, sent you a 120-page binder, and you got to page 6 before a client called and you never went back.
Your CPA said, "you should really talk to an estate attorney about that." Your estate attorney said, "your CPA should handle the tax side." And you're sitting in the middle like so which one of you is actually going to fix this?
Neither. Because that's not how they bill.
Here's the part that keeps you up at 2am not the taxes, not the will, not the trust you haven't set up yet.
It's this:
If you died tomorrow, would your family actually be okay?
Not "okay" like the money is there. Okay like your wife knows what to do on Monday morning. Your kids don't end up in a courtroom. Your business doesn't collapse the week of your funeral because nobody knows the vendor passwords or how to make payroll.
You already know the answer. And it's been sitting in your gut for years.
You don't need another attorney. You don't need another policy. You don't need another meeting where someone hands you a binder and calls it a plan.
You need someone to sit across from you, look at the whole picture, and say: here's what's missing, here's what breaks if you're gone, and here's exactly how we fix it.
That's it. That's the whole thing.
And that's what we do in the Strategy Session.
The Trustead Team
We only take on 8 families per month who are ready to build this intentionally.
The Exact Structure We Build Inside a Fractional Family Office for $50M/Year Households. Structured for Yours.
One system. Permanently handled.
The Family Constitution
A simple written document that spells out your family's values, how decisions get made, and what you want for the next generation. It's the #1 reason wealth survives and almost nobody has one.
The Family Bank
A special life insurance setup that works like a private bank your kids can borrow from. Instead of just handing them cash, they borrow and repay, so they learn to manage money instead of spending it all.
The Trust Architecture
A legally built trust that keeps your family out of probate court. Without one, your family could lose 3–7% of everything you own and wait 6 to 24 months in court. This skips all of that.
Heir Preparation & Governance
Regular family meetings and basic money training for your kids. About 25% of families lose their wealth simply because the next generation was never taught how to handle it.
We only take on 8 families per month who are ready to build this intentionally.
Founder
Jeremy L. Huggins
West Point graduate. Special Operations Commander. Real estate investor.
He spent years leading missions where the margin for error was zero, where preparation, coordination, and absolute clarity weren't optional. That discipline doesn't leave you. It becomes the way you see everything.
He brought it to the problem most successful business owners keep avoiding: what actually happens to the family if you're not there.
"First, clarity. Then structure. Then protection. In that order, always."
That's what Jeremy brings to every engagement. He sits at the center of your financial life and coordinates the whole thing, so your family inherits a plan instead of a mess. A man of faith, he believes the wealth you build should reflect what you stand for and outlast you.
We only take on 8 families per month who are ready to build this intentionally.
Top 100 in Finance
Featured Magazine
Top New Life Producing General Agency
Awarded by Lafayette Life
Real Business Owners. Real Results.
Don't take our word for it.
Jeremy will not let you down! I cannot recommend him enough. I leaned on his expertise when exploring the Infinite Banking Concept for my own family's journey toward financial freedom. From the start, he genuinely cared about my family's success and went above and beyond to ensure we were confident in our decision. His ability to clearly explain the process, combined with his professionalism and integrity, made all the difference.
Andrew J.
Military Officer
My cash flow life insurance policy has done exactly what I needed it to do. I just wish I had known about it earlier in life! When I first heard about building my own bank using life insurance, I was skeptical. But after doing my own research, I was shocked to realize how much I had overpaid for financial products and how much opportunity cost I had lost.
Raghib T.
Airline Captain
If you're looking for life insurance or restructuring your finances but aren't sure where to start, I highly recommend Jeremy Huggins. He was instrumental in helping me transition my life insurance policy to one that better fit my needs. Thanks to Jeremy's expertise, I was able to make an informed decision, and I'm highly pleased with the outcome of my policy and future plans.
Dr. Terri T.
Medical Doctor
I am excited to say that I have made my first payment towards my Family Bank and officially have it in place. Thank you for making everything clear and straightforward, and for being there every step of the way.
Marcus Patterson
Client
We only take on 8 families per month who are ready to build this intentionally.
The Strategy Session
45 minutes. You leave with a written roadmap for your family, whether or not we ever work together.
Comparable market cost: $950
Your cost: nothing
Your Generational Wealth Roadmap, in writing
Full review of your current structure
The Family Constitution template
No obligation, and nothing is sold on the call
So what's the catch?
Fair question. Here it is.
We hope you hire us.
That is it. We give away 45 minutes and a written roadmap because a number of families see it and ask us to implement it for them. Some don't. We are fine with that math.
Here is how we get paid.
Implementation. If the plan includes a life insurance policy and you choose to fund one, the insurance carrier pays us a commission. You will know the exact commission we get paid. People are so happy with their policies they come back for more.
What we will not do.
We will not pitch you on this call. We will not rush you. We will not call you over and over. Maximum, we send you valuable content once a month until you tell us to stop helping you.
The roadmap is yours either way.
Take it to your own attorney. Take it to your CPA. Build the whole thing without us. It costs you nothing and you owe us nothing.