THE HOWELL LEGACY GROUP
Private Family Office
ESTABLISHED 2025 • DELAWARE STATUTORY TRUST
Executive Summary
The Howell Legacy Group is a private family office built to compound across generations. Structured as a Delaware Statutory Trust, the Group operates across real estate, technology, music, and capital markets through a family of operating companies, each with its own discipline and its own leadership. Together they form a multi-generational platform organized around a single mandate: to steward the family’s capital with the patience and the institutional discipline that the next century will require.
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
Trusted Partners
Long-standing relationships with institutional custody, banking, and advisory partners selected for fit, discretion, and durability.
Innovation & Adaptation
Embracing change and technology while respecting family tradition and values
Entity Structure & Web Presence
The family of operating companies that together form The Howell Legacy Group. Each company links to its own site.
The three foundations are independent 501(c)(3) public charities. Each has its own board, its own mission, and its own financial discipline; each operates at arm’s length from the family office.
Board Documents & Governance Record
Confidential reports, memoranda, and trust instruments. Access restricted to authenticated family members and authorized advisors.