The FamilyPerryman Mission
They owned everything because
nobody taught you how. We are changing that.
For generations, the wealthiest 5% of families have used the same corporate structures — holding companies, family trusts, charitable foundations, layered entities — to protect wealth, grow it across generations, and pass it intact. These structures are legal, documented in public record, and available to everyone. The problem has never been that they do not exist. The problem is that no one taught the 95% how to use them. FamilyPerryman exists to change that distribution. Not by giving advice we are not qualified to give — but by teaching the architecture that makes every other professional more effective, so that the families who access this structure can build the same generational wealth the 5% have always taken for granted. A better-structured community is a better society for everyone in it.
The Wealth Architect Role
What a Wealth Architect Is — And Is Not
The title is precise. A Wealth Architect designs the corporate structure. Licensed professionals execute it. These roles are distinct, and the line between them is what protects everyone in this agreement.
A Wealth Architect Provides
✓ Corporate structure design and blueprint delivery
✓ Entity hierarchy planning and sequencing
✓ Business credit and funding strategy education
✓ Trust and generational wealth structure education
✓ Asset acquisition framework and guidance
✓ Referrals to licensed professionals for execution
✓ Unlimited blueprints and 48-hour response access
✓ Partnership access and strategic network roles
A Wealth Architect Does Not Provide
✗ Legal advice or attorney services
✗ Tax advice or accounting services
✗ Financial advice or investment advisory services
✗ Securities recommendations or brokerage
✗ Real estate brokerage or mortgage services
✗ Guaranteed results or guaranteed income
✗ Any service requiring a state or federal license
✗ Execution of any strategy — that is the licensed professional's role
The Fee Model — Honest and Aligned
$5,000 owed. 2 years to pay it. If the system doesn't work, you owe nothing.
The Consulting Fee
$5,000
Deferred — owed from day one
The fee is real and documented from the date of signing. Payment is deferred until the company meets the Revenue Trigger below. If the trigger is never met within 24 months, the fee is waived entirely.
The Payment Window
24 mo
To meet the trigger
If the company reaches the Revenue Trigger anytime within 24 months of this agreement, payment is due within 90 days. If the 24-month window closes without the trigger being met, the fee is waived automatically.
Annual Continuation
$5,000
Per year, optional
After the initial engagement, continued Wealth Architect access is $5,000/year. The client chooses each year whether to continue. No automatic renewal. No penalty for not continuing. The relationship is earned annually.
Payment Trigger — What "Worked" Means Precisely
Revenue Threshold
The company generates $5,000 or more in gross monthly revenue for three consecutive calendar months within the 24-month window.
Payment Due
$5,000 due within 90 days of the trigger being met. Payable in one lump sum or two installments of $2,500 each, 30 days apart. No interest.
Tax Treatment
The $5,000 consulting fee is deductible by the C-Corp as a business expense in the year paid. Net cost after deduction: approximately $3,950–$4,558 depending on corporate tax rate.
The Waiver — When Nothing Is Owed
Condition 1 — 24-Month Waiver: The company has not met the Revenue Trigger within 24 months of this agreement's date. The fee is automatically waived. Nothing is owed. FamilyPerryman considers this a failure of the education, not the student. No notification required from the client.
Condition 2 — Dissolution Waiver: The company is formally dissolved before the Revenue Trigger is met. The consulting debt belongs to the entity — it does not transfer to the individual. Upon dissolution, the fee is waived in full. The person owes nothing personally.
The Honest Statement: If someone goes through this program, executes the structure, and their company still does not reach $5,000 in monthly revenue within two years — we have not done our job. The waiver is not a discount. It is accountability.
Four Ways to Engage
Choose Your Relationship with FamilyPerryman
Every person and organization is welcome. The level of engagement determines the level of access. The Corporate Partner tier is for those who do not just want to build their own structure — they want to be part of building the movement.
Individual Wealth Architect Engagement
Personal or family corporate structure
$5,000 deferred · 24-month window · $5,000/year to continue
✓ Corporate Wealth Assessment™ delivered within 48 hours
✓ Personalized Corporate Blueprint™ — all six sections
✓ Enrollment in appropriate onboarding track (30–120 days)
✓ 4 blueprint updates during the engagement period
✓ Referrals to licensed professionals for execution
✓ Annual check-in and accountability review
✓ Fee waived if trigger not met in 24 months
Continuing access (Year 2+): $5,000/year includes unlimited blueprints, 48-hour response, quarterly strategy sessions, and all content.
Corporate Sponsorship
A corporation invests in the structure of its people
$5,000/person · $4,000/person for 5 or more · Corporate tax deductible
✓ Sponsoring corporation pays the Wealth Architect fee on behalf of selected individuals
✓ Each sponsored individual receives the full Individual engagement
✓ Sponsoring corporation receives FamilyPerryman Corporate Partner designation
✓ Will available for one group workshop per year per sponsoring corporation
✓ Sponsoring corporation listed in the FamilyPerryman network directory
✓ The $5,000 (or $4,000 bulk) fee is deductible as a business expense by the sponsoring entity
For corporations that understand structured employees and structured partners perform differently — because they build from abundance, not desperation. An agency, firm, or organization that sponsors its people's corporate structures sends one unmistakable message: we are building together.
Nonprofit Sponsorship
A nonprofit invests in the economic structure of its community
$3,500/person · $3,000/person for 5 or more · Program expense eligible
✓ 501(c)(3) organization, church, faith community, or community organization sponsors members
✓ Each sponsored member receives the full Individual engagement
✓ Reduced rate recognizes the community investment nature of nonprofit sponsorship
✓ Will available for community workshop at the sponsoring organization
✓ Sponsoring organization listed in the FamilyPerryman community partner directory
✓ Eligible as a program expense under the organization's mission budget
A church, community organization, or nonprofit that teaches its members how to build corporate wealth becomes part of the economic infrastructure of its community. That is the FamilyPerryman mission inside the walls of every organization that chooses it.
Corporate Partnership — The 95% Team
For those who want to build the movement, not just benefit from it
$5,000/year · Instant partnership · Strategic role in the 95% mission
✓ Everything in the Individual engagement — unlimited blueprints, 48-hour access, full Wealth Architect support
✓ Instant partnership with FamilyPerryman Enterprises Inc.™ — formal strategic partner designation
✓ Compound building access — your structure builds alongside the FamilyPerryman network; deals, introductions, and resources compound across all partners
✓ Strategic role in the 95% team — named position in the network based on your specialty, industry, and geography
✓ Monthly partner call with Will and the active partner network (not open to individual clients)
✓ Cross-referral network — every partner refers to every other partner; your pipeline compounds with the network's pipeline
✓ Co-branded opportunity to deliver FamilyPerryman education within your own platform, audience, or organization
✓ First access to new markets, territories, and expansion opportunities as the network grows
This tier is not for everyone. It is for the person or organization that looks at the FamilyPerryman mission and says: I do not just want the structure — I want to help build the movement that gives this structure to every family that needs it. The Corporate Partner is not a client. They are a co-builder.
Corporate Partnership — What "The 95% Team" Means in Practice
You are not joining a program.
You are joining the movement that is teaching the 95% to build.
The wealthiest families did not build alone. They built networks — families of companies, professional relationships, referral ecosystems — where every node strengthened every other node. The Walton family built their supplier relationships before they built their empire. The Rockefellers built their partnership network before the oil dominated. The 95% have never had access to that network model. FamilyPerryman is building it — one structured partner at a time. Every Corporate Partner gets a role in that network that matches what they already do. A legal professional becomes the legal node. A financial educator becomes the financial node. A community leader becomes the community node. The network compounds. The mission compounds. The wealth compounds — for everyone in it.
Instant Partnership
Formal Strategic Partner Status
Named strategic partner of FamilyPerryman Enterprises Inc.™ from the day the agreement is signed. Not a title — a documented relationship with defined roles and reciprocal access.
Compound Building
Your Build + The Network's Build
Every partner's structure, audience, and resources compounds with every other partner's. Deals happen between partners. Introductions flow through the network. The whole is greater than the sum.
Strategic Role
Named Position in the 95% Team
Based on specialty, geography, and industry — a specific named role in the growing FamilyPerryman network. Not a seat at a table. A role in the architecture.
Mission Equity
Building Something That Lasts
Partners are credited in the network's story. When the 95% mission scales — through books, workshops, courses, cities — the partners who built it from the beginning are part of the founding record.
48
The 48-Hour Response Guarantee — Individual and Annual Clients
Every question submitted by an active Wealth Architect client or Corporate Partner receives a substantive written response within 48 business hours. Not an acknowledgment. Not a placeholder. A real response — a blueprint update, a structure recommendation, a documented next step, or a referral to the appropriate professional. If FamilyPerryman misses the 48-hour window without prior notice, the client receives a one-month credit at the pro-rated monthly rate. This guarantee is a commitment, not a marketing promise.
Contract Terms — All Four Tiers
The Agreement in Plain Language
| Term | Individual | Corporate Sponsor | Nonprofit Sponsor | Corporate Partner |
|---|
| Fee | $5,000 deferred | $5,000/person ($4,000 for 5+) | $3,500/person ($3,000 for 5+) | $5,000/year |
| Payment Timing | Within 90 days of Revenue Trigger, or waived at 24 months | Due at signing by sponsoring entity | Due at signing by sponsoring nonprofit | Due at start of each annual period |
| Duration | 24-month window to meet trigger | 1-year engagement per sponsored person | 1-year engagement per sponsored member | Annual, renewable by both parties |
| Blueprints | 1 personalized + 4 updates
Unlimited if continuing annually | Same as Individual per person | Same as Individual per person | Unlimited — no cap |
| Response Access | Platform access + 48-hr for annual clients | 48-hr for sponsored persons | 48-hr for sponsored members | 48-hr guaranteed + monthly partner call |
| Strategic Role | No | No | No | Yes — named role in 95% network |
| Partner Network | Referrals only | Corporate partner designation | Community partner designation | Full compound network access |
| Tax Treatment | $5,000 deductible by C-Corp in year paid | Deductible as business expense by sponsor | Eligible as program/mission expense | $5,000 deductible as business expense |
| Group Workshop | Not included | 1 per year with Will | 1 per year with Will | Included — partner events and sessions |
| Termination | Dissolved company = fee waived. 24-month window expires = fee waived. | 30 days notice for renewal decision | 30 days notice for renewal decision | 30 days written notice, either party |
Mutual Obligations
What Each Party Commits To
FamilyPerryman / Will Perryman Commits To
✓ Deliver all services within committed timeframes
✓ 48-hour substantive response to all active client questions
✓ Teach only what can be verified — sourced and documented
✓ Always refer to licensed professionals for execution
✓ Never misrepresent education as legal, tax, or financial advice
✓ Keep all client information strictly confidential
✓ Issue the 48-hour credit without being asked when missed
✓ Waive the fee automatically when trigger window expires
✓ Give Corporate Partners first access to new network opportunities
✓ Honor the strategic role designated to each Corporate Partner
Client / Partner / Sponsor Commits To
✓ Complete the intake assessment honestly and in full
✓ Execute all strategies with licensed professionals
✓ Report in good faith when the Revenue Trigger is met
✓ Submit the annual 12-month progress check-in
✓ Notify FamilyPerryman if the company is formally dissolved
✓ Understand and acknowledge the education-only scope
✓ Respect the confidentiality of network partner information
✓ Corporate Partners: attend monthly partner call or notify in advance
✓ Corporate Partners: refer to network partners in good faith
✓ Corporate Partners: represent the 95% mission with integrity
Legal and Regulatory Disclosure — Required Reading for All Parties
FamilyPerryman Enterprises Inc.™ provides general corporate structure education only. Will Perryman holds the title of Wealth Architect in the context of this agreement. He is not an attorney, CPA, financial advisor, securities broker, mortgage broker, or any other licensed professional in connection with these services. Nothing delivered under this agreement constitutes legal advice, tax advice, financial advice, investment advice, or any other regulated professional service. Every structure and strategy must be reviewed and executed by appropriate licensed professionals before implementation. Results are not guaranteed. Strategies effective for one client may not apply to another. State laws, tax treatment, and regulatory requirements vary by jurisdiction. FamilyPerryman will always clearly identify where its expertise ends and where licensed professionals begin. The Corporate Partner designation does not create an employment relationship, equity interest, profit-sharing arrangement, or partnership in the legal sense — it is a strategic referral and educational collaboration agreement. Any equity, profit-sharing, or formal business partnership arrangement requires a separate attorney-drafted agreement.
Signatures — Final Agreement to Be Drafted by Attorney
By signing below, both parties agree to the terms described in this Wealth Architect Agreement term sheet. The binding agreement is the attorney-drafted document incorporating these terms. Both parties acknowledge they have read and understood the legal disclosure above before signing.
FamilyPerryman Enterprises Inc.™
Will Perryman — Wealth Architect & CEO
Date
Client / Partner / Sponsored Person
Signature — Printed Name
Entity Name · State · Tier Selected · Date