Making money is easy. Keeping it? Growing it? That’s the hard part. You’ve got the business, the cars, the lifestyle. But let’s be real—if you disappeared tomorrow, what happens to it all?
Here’s the truth: Without a plan, it all crumbles.
But it doesn’t have to.
If you’re reading this, you already know it’s time for a change.
We’re Palmy ➕ Nancy – the Kitti Sisters. Private equity investors. Apartment syndicators. Build-to-rent developers. Over the years, we’ve helped thousands of people take control of their finances, grow their wealth, and build legacies that actually last.