Plan for the Future.

Discover the keys to ensuring your wealth and legacy will carry on for generations. The decisions you make today are paramount to your family’s success tomorrow. According to the Williams Group Wealth Consultancy, 70% of wealthy families lose their fortune by the second generation and increases to a staggering 90% by the third generation. Through our portfolio defense training and legacy management, you can create a generational impact that will last for years to come.

Map Your Path to Financial Freedom

Exclusive 3-Day Conferences

Attend quarterly action-packed weekends designed exclusively for accredited investors who want to make a lasting impact on their legacy, network with like-minded individuals, and experience world-class speakers and entertainment.

Live Prosperity Video Call

Through will and estate planning, portfolio defense exercises, philanthropic planning, expert sessions, and one-on-ones with Don Wenner and the DLP Capital team, you'll map your path to financial freedom and ensure your family is set up for success.

Prosperity Plan Review

Meet twice per year with an Investor Success Manager to provide guidance and direction to help complete, adjust or broaden the plans in progress.

Educational Webinars

Learn to elevate your family wealth and legacy plan to new heights. Get first access to unique investment opportunities with DLP.

Join A Powerful Network.

DLP Capital's Prosperity Membership program is designed to guide and educate you to make informed decisions about your family, wealth, and legacy plans, all while all while living fully.

FOUNDATIONAL

 

  • Legacy Roadmap
    What do you want your legacy to be? This is a wonderful process that creates the foundation that we build from.
  • Impact & Philanthropy Plan
    We work with you to determine your philanthropy interests and Impact Investing goals, provide education, and provide resources and options for achieving these goals.
  • Personal Compass
    This is a tool that is proven to dramatically improve the quality and impact of your life, and the legacy you leave.
  • Family Compass
    The “guiding light” showcasing your family’s aspirations; long-term, 1-year plan, and 90-day actions and habits to achieve greatness.
  • Family Governance
    Create a structure to educate and facilitate communication.

 

FINANCIAL

 

  • Financial Freedom Roadmap
    Full plan to help you achieve your short-term and long-term financial goals.
  • Shelter Plan
    Collaborate with CPA firm to ensure the "best practices" are being followed. Annual 1on1 Review meeting with Tax Expert.
  • Estate Plan
    Problem-solving and decision making.
  • Risk Assessment & Protection Plan
    With the assistance of an asset protection estate attorney, we perform a thorough review, assess best practices, and make recommendations. Annual 1on1 Review meeting with an insurance expert.
  • Asset Allocation Strategy
    Education & Guidance on how the wealthiest families in the country and world Invest.
  • Annual Building a Legacy Presentation
    Share your story and financials and receive insights and feedback from "member peers".

 

LEARNING

 

  • 3 Prosperity Workshop Events & Retreats Per Year
    Action Packed conferences filled with rich content and "take home" value.
  • Monthly Live Prosperity Call with Don
    Live Group call with fellow prosperity members, DLP leaders, and Trusted advisors. Open mic Q&A.
  • Prosperity Plan Review meeting with your Success Manager
    Ensure you and your family are on track and answer any questions.
  • Prosperity Community
    Fellow members will become your personal board of directors.

 

TOOLS

 

  • Personal Financial Dashboard
    Access to cutting-edge online integrated financial dashboard and planning tool.

 

INVESTMENTS

 

  • Access to DLP's Private Funds and Opportunities
    DLP Housing Fund, DLP Lending Fund, DLP Income & Growth Fund.
  • Access to Presentations and Research on Alternative Investments
    Ask your ISM or anyone at DLP for these.

 

STRATEGIC ADVISORS

 

  • Leading CPA, Legal and Well-being Professionals
    We have worked hard to find reputable Trusted Advisors to add tremendous value to you and your family.

Ready to Build Your Legacy?

Apply for Membership Today

The DLP Prosperity Membership is exclusively for investors who want to make a lasting impact on their legacy. Fill out the form below to access the DLP Prosperity Membership Agreement.

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