THE HOWELL LEGACY GROUP
Private Family Office
ESTABLISHED 2025 • DELAWARE STATUTORY TRUST
Executive Summary
The Howell Legacy Group represents a sophisticated multi-generational family office structure, established as a Delaware Statutory Trust to preserve and grow wealth across generations. With an enterprise value exceeding $8 million across 30+ legal entities, our institutional-grade governance framework ensures systematic wealth transfer while maintaining operational excellence across diversified business interests spanning healthcare services, real estate development, investment management, intellectual property commercialization, and entertainment ventures.
Family Leadership
Organizational Structure
The Howell Legacy Group operates through a sophisticated four-tier organizational structure designed to separate fiduciary functions from business operations while maintaining institutional-grade corporate governance and asset protection.
The Howell Legacy Group Trust
Delaware Statutory Trust
Ultimate beneficial owner holding all family assets for current and future generations
Howell Holdings LLC
Delaware Limited Liability Company
Serves as Corporate Trustee with full fiduciary powers and administrative authority
AITCH Holdings LLC
Delaware Limited Liability Company
Separates fiduciary trust administration from business operations
AITCH Enterprises LLC
Delaware Limited Liability Company
Primary operational holding company consolidating ownership of all operating subsidiaries
Operating Divisions
Diversified portfolio across five strategic business verticals
Real Estate Division
Intellectual Property - Patents
Intellectual Property - Music
Investment & Healthcare
Nevada Entities
Affiliated Charities
501(c)(3) Tax-Exempt Organizations
Asset Allocation
Governance Structure
Trust Layer
The Howell Legacy Group
Delaware Statutory Trust
EIN: 39-7096147
Ultimate beneficial owner
Corporate Trustee
Howell Holdings LLC
Delaware LLC
EIN: 33-4808481
Fiduciary oversight
Operational Holding
AITCH Holdings LLC
Delaware LLC
EIN: 39-5144394
Strategic oversight
Operating Divisions
Portfolio Companies
AITCH Enterprises LLC
30+ operating entities
Business operations
Arthur Lamon Howell Family Legacy Sub-Trust
Delaware Statutory Sub-Trust
Established November 28, 2025
Parent Trust
The Howell Legacy Group Trust
EIN: 39-7096147
Value: $8,251,585 (Nov 28, 2025)
Corporate Trustee
Howell Holdings LLC
EIN: 33-4808481
Beneficiary
Designated Successor
Distribution Standard
- Health
- Education
- Maintenance
- Support
Initial Beneficial Interest
Percentage floats based on balance vs. total Parent Trust assets
Beneficial Interest Financial Mechanics
Your beneficial interest is a ledger entry representing your proportionate share of the Parent Trust, not a fixed amount. Your allocation percentage adjusts based on your balance versus total Parent Trust assets.
Quarterly Earnings Formula
= Operating Income + Investment Income + Capital Gains + Royalties - Expenses
= Your Sub-Trust Balance ÷ Parent Trust Total Assets
= Parent Trust Total Earnings × Your Allocation %
= Prior Balance + Earnings + New Contributions - Distributions - Expenses
Compounding Growth
- Quarterly earnings are added to your balance
- New balance participates in next quarter's earnings
- Creates compounding growth over time
- Proportionate share of losses if Parent Trust loses money
Calculation Examples
Example 1: Growth with No Distributions
Example 2: Growth with Medical Distribution
Key Financial Mechanics
Core Family Values
Equal Treatment
All family members, biological and adopted, are treated with equal respect and opportunity
Structured Development
Systematic training and education prepare next generation for leadership responsibilities
Institutional Excellence
Family office best practices ensure professional governance and operational efficiency
Sustainable Growth
Long-term wealth preservation through diversification and prudent risk management
Strategic Partnerships
Premier service providers including Fidelity, Navy Federal, and Charles Schwab
Innovation & Adaptation
Embracing change and technology while respecting family tradition and values
Entity Websites
Quick access to all organizational websites
Howell Holdings LLC
Corporate Trustee for The Howell Legacy Group
Corporate Trustee
AITCH Holdings LLC
Intermediate holding company
Holding Company
AITCH Enterprises LLC
Primary operational holding company
Operating Company
AITCH Technologies LLC
Patent portfolio & technology development
Technology Division
AITCH Land Group LLC
Real estate investments & development
Real Estate Division
AITCH IP Holdings LLC
Music publishing & intellectual property
Entertainment Division
52nd Street Capital Group LLC
Investment management & consulting services
Financial Services
Today's Child Foundation
Adoption support & youth development
501(c)(3) Foundation
Ifoma Foundation
Vision care & eye health education
501(c)(3) Foundation
AITCH Conservation Foundation
Environmental conservation in Florida
501(c)(3) Foundation
Board Documents
Confidential reports and documents for board members