Private Family Office · Est. 2025

Building wealth
across generations.

The Howell Legacy Group is a private, multi-generational family office operating under a Delaware Statutory Trust. We steward a diversified portfolio of operating companies, real-estate holdings, intellectual property, and charitable initiatives on behalf of the Howell family.

Structure
Delaware Statutory Trust
Horizon
Multi-Generational
Governance
Institutional-Grade
I · About

A private family office.

The Group

The Howell Legacy Group is the apex entity of a private family office structured as a Delaware Statutory Trust. The Trust and its wholly-owned operating subsidiaries steward the Howell family's assets across diversified sectors, with the long-term mandate of preserving and compounding capital for present and future generations.

We operate with institutional discipline: separation of operating entities, professional custody relationships, documented governance, and annual board review. What is a family office on the cover is, under the hood, a formal enterprise.

II · Approach

Diversified across sectors.

Pillar I

Healthcare Services

Operating interests in home-healthcare services, delivering care to seniors and vulnerable populations in the communities we operate in.

Pillar II

Real Estate

Long-hold residential and land positions across Virginia and Florida. Real estate anchors the portfolio with tangible, multi-decade assets.

Pillar III

Intellectual Property

A growing portfolio of patents in construction, agriculture, and energy technology, held and licensed through dedicated subsidiary entities.

Pillar IV

Music & Publishing

BMI-registered music publishing and original music production, with catalog administration spanning performance, mechanical, sync, and digital royalties.

Pillar V

Technology

Technology and innovation subsidiaries backing the family's patent portfolio and building the tools the family office runs on.

Pillar VI

Charitable Giving

Three affiliated 501(c)(3) foundations focused on adoption and youth development, vision care, and environmental conservation.

III · Framework

Institutional cascade.

I
Apex Trust

The Howell Legacy Group

Delaware Statutory Trust at the top of the structure. Holds every downstream operating subsidiary and defines the family's long-term governance mandate.

II
Corporate Trustee

Howell Holdings

Corporate trustee overseeing the Trust's operational holdings and discretionary distributions.

III
Operational Holding

AITCH Holdings

Intermediate holding company where the family's capital-allocation framework is executed on every distribution cycle.

IV
Primary Operations

AITCH Enterprises

Parent to every operating, real-estate, intellectual-property, and music entity across the portfolio.

V
Operating Subsidiaries

Operating Companies

The working entities — financial services, healthcare, real estate, IP, music publishing, and production — each with its own governance and focus. See Entities below.

IV · Leadership

Family principals.

JH
John Shelton Howell III
Chairman & Chief Executive

Chairman of The Howell Legacy Group and managing member across the operating subsidiaries. Directs strategic vision and enterprise governance.

MH
Margaret Howell
Chief Operating Officer

Leads day-to-day operations across the family office and administration of the operating subsidiaries.

NG
Next Generation
Leaders-in-Training

The Howell children are actively engaged in the family's governance, learning real-estate, operations, and investment disciplines in preparation for future leadership.

V · Entities

Operating companies.

VI · Values

Principles that hold.

01

Equal Treatment

All family members, biological and adopted, are treated with equal respect and equal opportunity.

02

Structured Development

Systematic training and education prepare the next generation for meaningful leadership responsibility.

03

Institutional Excellence

Family-office best practices in governance, operations, and reporting — applied with professional rigor.

04

Sustainable Growth

Long-term wealth preservation through diversification, prudent risk management, and patient capital.

05

Strategic Partnerships

Premier banking, custody, and advisory relationships chosen for durability and alignment of interests.

06

Innovation & Tradition

Embracing new technology and business models while honoring family tradition and founding principles.

Authorized Access

Family Portal

Family members and authorized advisors can access the private family portal for operational reports, governance documents, and financial detail.

Enter Family Portal