A coordinated advisory layer around high-income business owners.
Charlotte's top tax, legal, banking, and advisory professionals — convened monthly, online — to deliver real strategic education through real case studies.
The objective is simple.
Most business owners don't need more advice. They need the right level of structure — across tax, estate, transactions, banking, and risk — coordinated by people who've actually done the work.
The Llewellyn Wealth Council is a curated group of Charlotte's top professionals across these disciplines, assembled to operate as a coordinated advisory layer around the business owners we collectively serve.
The objective is to deliver more precise, integrated outcomes for shared clients — while creating a high-trust, high-signal referral ecosystem among a small group of proven operators.
Seven seats. Seven disciplines.
Each seat is exclusive by discipline and reviewed annually based on contribution, engagement, and client impact.
[3–4 sentences. Years of experience, ICP, what makes them the right person to anchor this seat. Add 1 line of personality.]
[Bio. Focus on multi-generational planning, dynasty trusts, charitable structures.]
[Bio. Entity structuring, operating agreements, transactional work.]
[Bio. Sell-side advisory, valuation, exit strategy for owners $1M–$25M businesses.]
[Bio. Owner-operator banking relationships, SBA lending, working capital.]
[Bio. Business and personal insurance, key-person, succession protection.]
[Bio. HR/comp, business valuation, or another adjacent specialty as needed.]
A real case study. Live. Every month.
Forty-five minutes online. Anonymized real-world coordination challenges, walked through with a Council member as the live multidisciplinary team.
Forty-Five Minutes
Tight format. No filler. A real case, a real strategy discussion, and live audience Q&A.
Twelve Per Year
Monthly cadence. Seven sessions feature a Council member; five are convener-led on broader strategic themes.
By Selection
The room is curated by application. We review every seat — and keep the conversation calibrated upward.
The next three.
What we've covered.
[Entity Structure for the $1M Operator]
[Multi-Generational Wealth Transfer Without the Tax Drag]
[QSBS, Installment Sales, and the Pre-Exit Playbook]
[S-Corp Reasonable Comp & QBI Optimization]
[Banking Relationships That Compound Over Decades]
[Next session topic — pulled from the upcoming schedule]
"This is not a referral group. It is the working bench of professionals around our most sophisticated clients — and the room they trust to think through real decisions, in real time."
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