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How A “Family Bank” Saved The Vanderbilt Legacy

This one simple technique ensured the
prosperity of 43 very wealthy heirs.

Here’s how you can use it to secure
your family’s wealth for years to come…


Dear Reader,

The Vanderbilts... along with the Rockefellers, Gettys, and Carnegies… embodied 20th century chic. They are, in a sense, American royalty.

However, the power and the fame of the Vanderbilt family might not be around at all today, had it not been for William A.R. Burden, the great-great grandson of Cornelius Vanderbilt.

You see, in 1949 Burden realized the Vanderbilt empire was wasting away due to mismanagement, ill-advised investments and too many Vanderbilt heirs demanding their fair share of the estate.

Fortunately, he had enough business savvy to pool a portion of the Vanderbilt estate into a single, easy to set up business structure: a “family bank”. The result?

Today, 43 Vanderbilt heirs can still call themselves millionaires thanks to the “family bank” set up by Burden. And chances are, this side of the Vanderbilt family tree will be wealthy for some time to come. Their cumulative wealth exceeds $10 billion.

Start Your “Family Bank” Today and
Create Tomorrow’s Millionaires

Even if your family fortune isn't as grand as the Vanderbilt estate, your wealth is still at risk in today's chaotic market. To ensure that your legacy actually makes it to your heirs, you need to take this one-simple step today.

Regardless of your level of wealth or income by starting a “family bank” today, you can give your heirs a great head start on their fortunes by…

  • Diversifying your holdings through independently managed investment funds…

  • Minimizing your family’s tax exposure could save your heirs hundreds of thousands of dollars over time...

  • Establishing trusts for younger family members to ensure the money is there when their old enough and responsible enough to use it...

To get you started on your own legacy of wealth, The Oxford Club created a one-stop special report... The Best Ways to Defend Your Wealth with Trusts and Gifts. In this report, you’ll learn just how easy it can be to set up your own “family bank”.

And there are other opportunities I would like to share with you...

Estate-Planning Opportunity #2: Your family could save a fortune in probate costs and legal fees.

One day, a woman called Oxford Club’s Wealth Protection Program Director, David Melnik with a request. She was stricken with terminal cancer but wanted to take care of her two children as well as she possibly could.

The older, adult daughter was to receive half the legacy, and would use the other half to raise the younger son who was only 8 years old.

David helped the terminally ill woman set up a remarkably simple offshore trust. More than a year later, when she died, he received a call from the older daughter who had heard about inheritance nightmares. She was concerned about receiving enough money, in a timely fashion, so she could take proper care of her little brother.

His response brought tears of relief. Her mother’s move had saved the estate $25,000 in probate costs and $40,000 in legal fees. Also, she was able to use the money – and earn interest on it – not in two years or 730 days, but in 30 days. She asked David how much she owed him. His answer was “Nothing. Your mother paid me long ago.”

Pages 83-85 will help you decide if an offshore trust can save tens of thousands of dollars for your family, too. It will show you where to look for havens, how to identify “sham” trusts, and even who can be counted on for qualified help.

Estate-Planning Opportunity #3: Maximize your grandchildren’s legacy.

If you want to help provide for your grandchildren, don’t leave the money directly to children who have a high net worth. That will drive up their own eventual estate taxes, reducing your grandchildren’s inheritance. There’s a much better way, and you’ll find it on page 52.

Estate-Planning Opportunity #4: Navigate through a financial “landmine.”

Don’t make gifts of property likely to be sold in the near future. If your children or grandchildren sell inherited land that appreciated in value, they’ll be socked with a whopping capital gains tax. Page 146 will reveal a strategy that saves your estate from this pitfall.

Don’t let your estate be needlessly looted by the IRS.

These four opportunities – trusts, offshore havens, gifts to grandchildren, and alternatives to giving land – protect your family by enhancing your estate. You can take advantage of them (and so many more) if you’re tipped off to what they are, and then start the ball rolling with your lawyer and accountant.

One of our vital missions at The Oxford Club is to help our readers protect their hard-earned wealth from unfair taxes. That’s why I’m encouraging you to have this wealth-defending, money-saving information at hand, spelled out in plain English...

  • Don’t fail to ask the IRS for this key document. Page 18.

  • One clause, described on page 22-23, can keep creditors from pirating your estate.

  • How to avoid taxes on large financial gifts to your children. Page 34-35.

  • Our best Tax Avoidance Plan is revealed on page 37.

  • Who needs an offshore trust? Maybe you – see page 83.

  • 12 factors for finding the best places to locate your assets. Page 89.

  • How to avoid getting mixed up in sham trusts. Page 91.

  • One man gave his children $180,000 in gifts tax-free. Find out how on page 137.

  • You can save a fortune in taxes when you give a house. Page 142-143.

  • The simplest way to give gifts to minors is set forth on page 147.

  • Say goodbye to capital gains taxes when donating property. Page 158.

  • After looking at page 161, you won’t even think about giving mortgaged land.

Risk-Free Arrangement for Oxford Club members.

Proven Strategies from These World-Class Experts Will Protect Your Family’s Future

David Melnik, Q.C. is Director of The Oxford Club’s Wealth Protection Program. A recognized authority on global economic, legal, and financial matters he has been a personal advisor to the Treasurer and Premier of Ontario, Canada.

Robert Bauman, J.D. is a noted wealth protection specialist and served as a member of the U.S. Congress from 1973-1981.

J. Richard Duke, J.D. holds memberships in the Offshore Institute, the Committee on Asset Protection Planning of the American Bar Association, International Tax Planning Association, and the Center for International Legal Studies.

Vernon Jacobs, C.P.A., C.L.U. has edited, consulted, and contributed to such publications as The Jacobs Report, Tax Angles, and the Journal of Accounting and EDP.

Jeffrey Radowich advises in all aspects of estate planning and related corporate and fiduciary income tax matters. He has been listed In the last three editions of The Best Lawyers In America.

The Best Ways to Defend Your Wealth with Trusts & Gifts is packed with valuable guidance that could make a difference for your family. Everyone should have this information and you don’t have to be a multi-millionaire to use these strategies.

I’ve secured the board’s permission to make that report available to you on a risk-free basis, and at a substantial discount if you decide to keep it.

Here are the particulars. All you need to do is click the order form on the next page, or call us at 800.682.8752 or 915.855.5468 outside the U.S. We’ll send you The Best Ways to Defend Your Wealth with Trusts & Gifts – right away… for you to use for 60 days risk-free!

During that time, please scan the 200+ tax-slashing, money-saving pages of this Special Report (plus a crystal-clear glossary)...

80 pages on trusts. Make your assets invisible to wealth-snatchers. Protect your life insurance benefits. Provide tax-free income for your children. Avoid scams and pitfalls.

52 pages on giving gifts. Maximize your tax benefits with charitable trusts. Pass assets to heirs and still avoid most taxes. Cut estate costs while ensuring that you are personally protected. Discover a little-known tax bonanza.

62 pages on safeguarding your wealth with offshore opportunities. When, where, and how to go offshore. Explore the world’s best asset haven nations. Use offshore trusts for investments. Save estate taxes with Asset Protection Trusts.

As I mentioned, my hope is that every wealth builder will receive this guidance. So I’ve arranged to distribute it at a cost of just $79, plus $4.95 for shipping and handling.

Respond within 2 weeks and it’s yours
for only $49 – a $30 savings!

Your satisfaction with our special report is 100% guaranteed. Read through it for 60 days risk-free. Share its information with your lawyer and tax accountant. Then, if you’re not perfectly satisfied, send it back for a full refund on the purchase price. It’s as simple as that.

Getting (and using) this urgent Special Report is a decisive way to protect your family from creditors and tax collectors. It could ensure that your legacy makes it to your heirs.

Sincerely,
James sig
James Boxley Cooke
Chairman, The Oxford Club

P.S. Please act now and get this Special Report: How to Increase Your Child’s Lifetime Income by $1 Million – Or More, FREE! Our research has discovered a simple but powerful investment plan for parents concerned about securing their child’s or grandchild’s financial future. We’ll walk you through the 12 most important financial questions every parent should ask... and how the answers could make a difference of $19,485 (or more) the very first year they graduate college. But you must act NOW!