Royal Family Legacy Trust
Preserving Wealth, Building Legacy
About Royal Family Legacy Trust
Stewardship for Generations to Come.
Royal Family Legacy Trust is a private family revocable living trust and a holding vehicle for operating companies, intellectual property, and real estate. Our mission is to protect the family’s assets, steward intergenerational wealth, and provide disciplined capital and governance to our operating companies. We offer a range of services including asset ownership and protection, equity and membership interest management for subsidiaries, intercompany lending and capital allocation, governance, compliance, and beneficiary administration, and a philanthropy and community grantmaking framework.
The Trust was established to centralize ownership and governance for the Yates family’s ventures. It anchors our logistics and wellness businesses, protects intellectual property, and creates a stable platform for property acquisition and long-term legacy planning. Our founders have multi-year experience in transportation/logistics, smart vending, brand/IP development, and small-business formation with guidance from SCORE and WBDC.
Our Services
Your Legacy, Our Commitment
Welcome to Royal Family Legacy Trust, where we are dedicated to protecting assets, stewarding intergenerational wealth, and providing disciplined capital and governance to our operating companies. Our trust-first structure, integrated holding architecture, and veteran-led leadership ensure that your legacy is in safe hands.
Asset Ownership and Protection
We safeguard entities, vehicles, equipment, and intellectual property, ensuring they are protected for future generations.
Equity and Membership Interest Management
We manage equity and membership interests for subsidiaries, ensuring a balanced and fair distribution.
Intercompany Lending and Capital Allocation
We facilitate intercompany lending and capital allocation, ensuring resources are optimally utilized.
Governance, Compliance, and Beneficiary Administration
We provide robust governance, ensure compliance, and administer beneficiary affairs, ensuring the smooth operation of the Trust.
What Sets Us Apart
Guardians of Generational Wealth
At Royal Family Legacy Trust, we pride ourselves on our unique approach to wealth management and governance. Our trust-first structure leverages Wyoming’s privacy and asset protection laws, providing an additional layer of security for our clients. Our integrated holding architecture and clear capital policies provide transparency and control for our partners and vendors. Furthermore, our veteran-led leadership brings a level of discipline and rigor to our operations that sets us apart in the industry.
Trust-First Structure and Privacy
At Royal Family Legacy Trust, we prioritize the privacy and security of our clients. Our trust-first structure leverages the privacy and asset protection laws of Wyoming, providing an additional layer of security for our clients. This unique approach ensures that your assets are not only well-managed but also well-protected.
Integrated Holding Architecture and Clear Capital Policies
We believe in transparency and control when it comes to managing wealth. Our integrated holding architecture allows us to manage assets efficiently and effectively. Furthermore, our clear capital policies provide our partners and vendors with a clear understanding of our operations, ensuring a smooth and transparent working relationship.
Veteran-Led Leadership and Compliance Rigor
Our leadership team is composed of veterans who bring a level of discipline and rigor to our operations that sets us apart in the industry. This, combined with our commitment to compliance, ensures that we operate with the highest standards of integrity and professionalism. We are dedicated to maintaining these standards in all our dealings, providing our clients with the peace of mind that their wealth is in safe hands.
Contact us today!
Phone: (708) 307-0929
Email: russell.yates@royalfamilylegacytrust.com
Hours: Monday through Friday, 8am – 5pm