
FIN X SAMPLE

Asset & Project Management Services
Core Services
À La Carte Services
(Available individually or added into a custom package)
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Project Management – Professional advisory Creating tailored strategies for project development, asset management, event production, event planning, property, trusts, and private estate holdings. – Custom Quote
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Creative Support Services – Portfolio building, project structuring, and marketing – Custom Quote
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Technical Operations Support – Hands-on technical oversight for productions and projects – Custom Quote
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A/V Tech Service – General audio and visual technical support for small and large productions, private events or gatherings. – $50/hr
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Audio File Conversion – Conversion of all high value files, from low to high resolution in any format, as chosen by the client, as well as file encryption. – $5/file
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Intellectual Property Management – Professional management and protection of creative and intellectual property rights by a business or individual. – Custom Quote
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Live Production Services – Facilitate and or Provide personnel and equipment for live production and or filming for gatherings, events, concerts, etc.– Custom Quote
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Live Recording Service – Provide High-quality On-site recording with professional-grade equipment and personnel for live events, gatherings, concerts, etc. – Custom Quote
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Pre/Post Production Services – Provide expert personnel for pre and post production audio recordings end-to-end production support including editing, mastering, and final delivery $100/hr
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Studio Recording Services – Facilitate one 4hr block of studio recording time – $250/block
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Copper Marketing Service Package – Entry level marketing support for creatives and businesses, brands, creative persona, product or I.P. owned by a business or individual. 1-week marketing campaign on one media platform – $100
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Silver Marketing Service Package – Standard marketing support including strategy and campaign execution for businesses, brands, creative persona, product or I.P. owned by a business or individual 2-week marketing campaign on two media platforms – $200
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Gold Marketing Service Package – Comprehensive marketing package for businesses, brands, portfolios, creative persona, product or I.P. owned by a business or individual. – 1-month marketing campaign on four media platforms – $500
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Public Relations Consultation – 1.5-hour advisory services on strategy for businesses, brands, creative persona, product or I.P. owned by a business or individual for PR, outreach for brand positioning, communication – $200
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Placement & Sync Consultation – Professional guidance for music/media placement and licensing opportunities or sync of I.P. owned by business or individual – $200
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Creative Support Services – Portfolio building, project structuring, and marketing – Custom Quote
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Project Management – Professional advisory Creating tailored strategies for project development, asset management, event production, event planning, property, trusts, and private estate holdings. – Custom Quote
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Technical Operations Support – Hands-on technical oversight for productions and projects – Custom Quote
Private Administration Services
Core Services
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Establish a private trust tailored to your needs, including initial consultation, drafting, and administrative setup.
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Ongoing administrative support for your trust or private entity, including records, filings, and compliance oversight.
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Customized strategies to safeguard assets against unnecessary exposure, including private banking setup and layered protections.
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Secure placement and management of intellectual property into a trust structure to protect ownership and maximize leverage.
Private and Public Trust Formation
Level I $600
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1 Irrevocable or Revocable Trust tailored to your needs (Printed on high quality 32lb linen/25% cotton paper, using pigment ink. Clear Protective sleeve for each page inside leather binder carefully put together designed to pass down and last for generations)
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1 Deed of trust ($20 per additional deed)
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1 Certification of trust ($20 per additional certificate)
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1 Custom Trust Seal & 1 embosser ($50 per additional embosser)
Level II package $800
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Everything from level I+
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1 Certification of trustee powers
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5 Beneficiary certificates ($20 per additional certificate)
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1 Trust TIN (tax identification number)
Level III package $1000
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Everything from level II+
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1 Power of attorney
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1 Private Security Agreement (Printed on high quality linen paper. Printed using pigment ink to last for generations. Clear Protective sleeve for each page inside leather binder)
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1 UCC1 Affidavit w/USSEC tracer flag
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​À La Carte Services
(Available individually or added into a custom package)
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Trustee Meeting Minutes & Recordkeeping – Preparation and maintenance of official trust and estate records – $150/hr
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Trustee and Transmitting Utility Service – Fiduciary and property transference support – Custom Quote
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Drafting of Affidavits & Notices – Professional preparation of affidavits, declarations, and notices – $200/document
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Power of Attorney Drafting – Financial, medical, or durable power of attorney documents – $250/document
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UCC-1 Financing Statement Preparation – Drafting and filing of UCC-1 – $250/filing
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Private Security Agreement Administration – Drafting, reviewing, and maintaining private security contracts – Custom Quote
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Beneficiary & Trustee Advisory Sessions – Support and guidance for roles, duties, and compliance – $150/hr
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Estate Planning Document Support – Drafting or organizing wills, trusts, and related legal documents – Custom Quote
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Document Authentication & Notarial Support – Verification, notarization, and record management – $50 – $150
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Private Records Archiving – Secure storage, digital conversion, and indexing of sensitive records – $100/hr
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Administrative Correspondence Drafting – Formal letters, notices, and inter-party communication – $75 – $150/document