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 — inclusive of the AITCH Technologies patent portfolio with ten subsidiaries and the music catalogs held by 360 World Music and Global Music Group — our institutional-grade governance framework ensures systematic wealth transfer while maintaining operational excellence across diversified business interests spanning healthcare services (BrightStar Care of East Richmond), real estate holdings in Delaware, Virginia, and Florida, investment management, intellectual-property commercialization, and music publishing.
Family Leadership
Asset Allocation
Current allocation estimate inclusive of appraised intellectual property and music catalog. Live measured valuations for real estate and liquid holdings available on the Wealth Management platform.
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
§ 1Calculation Methodology ›
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
§ 2Example Calculations ›
Example 1: Growth with No Distributions
Example 2: Growth with Medical Distribution
§ 3Key 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 Structure & Web Presence
Cascade across the 30+ entity family-office structure. Each entity links to its corporate site; operating subsidiaries expose their own holdings and story.
Per BR-09, the three foundations are independent of the Howell cascade — capital does not flow upstream to the Trust.
Board Documents & Governance Record
Confidential reports, memoranda, and trust instruments. Access restricted to authenticated family members and authorized advisors.