Our Foundations

Our Foundations are a way to honor our forebears by doing good today and better tomorrow

The Henry Family Foundation


Our 1-1-1 commitment is a pioneering model of generous giving, which emphasizes giving back to our communities and driving positive, lasting change around the world. Member Families allocate the following to charitable endeavors through the Family Foundation:

The Richarz Foundation


We help you implement The Family Banking Strategy through an Optimal Wealth Account, a uniquely designed, permanent life insurance policy that uses market indices to rapidly grow your wealth while protecting you from market downturns.

Benefits of a Family Foundation


We help you implement The Family Banking Strategy through an Optimal Wealth Account, a uniquely designed, permanent life insurance policy that uses market indices to rapidly grow your wealth while protecting you from market downturns.

Benefits of an Family Foundation

CERTAINTY

A guaranteed rate of return takes the guesswork out of your portfolio.

CONTROL

Reduced tax liability and increased asset protection keep your wealth in your hands.

LIQUIDITY

Access your wealth when you need it, regardless of age, without penalties.

PROTECTION

Rest easy knowing market volatility can’t touch your financial foundation.

CASH FLOW

Enjoy retirement income you won’t have to worry about outliving.

LEGACY

Pass along wealth the same way the Rockefellers have.

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