THE HOWELL LEGACY GROUP
Private Family Office
ESTABLISHED 2025 • DELAWARE STATUTORY TRUST
I · Overview
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.
$8M+
Enterprise Value
30+
Legal Entities
$334K
Household Annual Income
4
Governance Tiers
II · Principals
Family Leadership
John Shelton Howell III
Chief Executive Officer
Chairman of The Howell Legacy Group, directing strategic vision and enterprise governance
Margaret Howell
Chief Operating Officer
Managing day-to-day operations and family office administration
John Shelton Howell IV
VP of Development (In Training)
Successor Trustee in training, leading real estate and business development initiatives
Yesenia Howell
VP of Operations (In Training)
Overseeing operational efficiency and process optimization across portfolio companies
Jayeden & Jordyn Howell
Next Generation Leaders
Daughters actively learning family governance, business operations, and preparing for future leadership responsibilities
Future Generation
Grandchildren
Young family members (under 7) who represent the continuation of the family legacy into future decades
Legacy Advisory Council
Senior Advisors
John Shelton Howell Jr., Kim Do & Van Do providing wisdom and guidance in non-voting advisory capacity
III · Portfolio
Asset Allocation
Enterprise Value
$8M+
Estimated Portfolio Value
Healthcare Services
H&L Venture Group · BrightStar Care
25%
~$2.0M
Real Estate Holdings
VA · FL — Welannee, Haleyberry, Hudgins Farm
38%
~$3.0M
Intellectual Property
AITCH Technologies — 10 patent subsidiaries in development
13%
~$1.0M
Liquid Investments
Fidelity · Charles Schwab · 52SC Retirement Trust
19%
~$1.5M
Music & Entertainment
360 World Music · Global Music Group
5%
~$0.4M
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.
IV · Sub-Trust
Arthur Lamon Howell Family Legacy Sub-Trust
EST.
2025
Delaware Statutory Sub-Trust
Established November 28, 2025
Parent Trust
The Howell Legacy Group Trust
EIN: 39-7096147
Value: $8,251,584 (Oct 11, 2026)
Corporate Trustee
Howell Holdings LLC
EIN: 33-4808481
Beneficiary
AH
Arthur Lamon Howell
Brother of Settlor
Designated Successor
ZH
Zion Lamon Howell
Successor Beneficiary
Distribution Standard
HEMS
- Health
- Education
- Maintenance
- Support
Initial Beneficial Interest
$25,000
0.303% Allocation
Percentage floats based on balance vs. total Parent Trust assets
How this value is arrived at
Struck as at Oct 11, 2026 from 5 recorded components. Every figure below names the register it came from.
| Component | Value |
|---|---|
| Music cataloguewm_ip_appraisal_total_v1 | $5,867,528 |
| Real estatewm_valuations · measured 2026-10-11 | $1,219,991 |
| Patent portfoliowm_ip_patent_appraisal_v1 | $686,920 |
| Brokerage holdingswm_holdings · measured 2026-10-05 | $260,083 |
| Cashwm_valuations · measured 2026-10-03 | $217,062 |
| Total | $8,251,584 |
- estate judgementCatalogue income expected once released: $1,528,002 Estate judgement · 2026-10-15
- industry publishedCatalogue multiple applied to that income: 12× Citrin Cooperman (Massarsky Consulting practice) · 2026-04-30
- estate judgementProbability the catalogue is commercially released: 50% Estate judgement · 2026-10-15
- industry publishedComparable value of an issued patent: $200,000 Bloomberg Law · 2026-10-15
- secondary analysisProbability a filed application is granted: 75% Patently-O (Dennis Crouch), against the USPTO definition · 2026-10-15
- regulator publishedExpected years to grant: 2.5 USPTO Patents Dashboard · 2026-10-15
- industry publishedDiscount rate: 25% Patent valuation methodology literature · 2026-10-15
The intellectual property has no trading history — the catalogue has not been marketed and the patents have not been licensed — so it is valued the way any asset without earnings is: what it would be worth if it works, weighted by the chance it does, discounted back. The catalogue income above is the estate's own judgement and the figure the valuation turns on; everything else is a published rate, a regulator's measure or a probability. The valuation is re-struck quarterly.
§ 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
1
Parent Trust Total Earnings
= Operating Income + Investment Income + Capital Gains + Royalties - Expenses
2
Your Allocation Percentage
= Your Sub-Trust Balance ÷ Parent Trust Total Assets
3
Your Quarterly Earnings
= Parent Trust Total Earnings × Your Allocation %
4
Update Your Balance
= 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
Beginning Balance:$25,000
Parent Trust Q1 Earnings:$165,000
Your Allocation:$25,000 ÷ $8,251,584 = 0.303%
Your Q1 Earnings:$165,000 × 0.303% = $500
Ending Balance:$25,500
Example 2: Growth with Medical Distribution
Beginning Balance:$25,500
Parent Trust Q2 Earnings:$198,000
Your Allocation:$25,500 ÷ $8,300,000 = 0.307%
Your Q2 Earnings:$198,000 × 0.307% = $608
Medical Distribution:-$2,000
Ending Balance:$24,108
§ 3Key Financial Mechanics ›
Percentage is not fixed — adjusts based on your balance
Earnings compound — they become part of your balance
You share in losses — proportionate to your allocation
Quarterly calculation — within 45 days of quarter end
Transparent accounting — ledger maintained by Corporate Trustee
Legal Framework: This sub-trust is governed by the laws of the State of Delaware and operates under the provisions of The Howell Legacy Group Trust Agreement. All distributions are made at the sole discretion of the Corporate Trustee in accordance with the HEMS standard.
V · Principles
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
VI · Entities
Entity Structure & Web Presence
The family of operating companies that together form The Howell Legacy Group. Each company links to its own site.
I
Trust
The Howell Legacy Group
The Trust is established to: (a) preserve, protect, and grow family wealth across multiple generations; (b) provide for the health, education, maintenance, and support of Trust beneficiaries; (c) maintain and operate family business enterprises through subsidiary entities; (d) support charitable endeavors aligned with family values; and (e) establish a lasting family legacy spanning one hundred fifty years.
II
Corporate Trustee
Howell Holdings LLC
The company is organised to serve as the Corporate Trustee for The Howell Legacy Group Trust (a Delaware Statutory Trust), and to engage in any lawful act or activity for which limited liability companies may be organised under the Delaware LLC Act. In furtherance of those ends, the listed purposes include: (a) administering Trust affairs and managing Trust assets; (b) holding, managing, and disposing of membership interests in subsidiary entities; (c) providing governance and oversight for portfolio companies; (d) entering into contracts and agreements necessary for Trust administration; and (e) engaging in such other activities as may be necessary or incidental to the foregoing.
III
Operational Holding Company
AITCH Holdings LLC
The Company is formed to: (a) serve as an intermediate holding company within the Howell Legacy Trust Group four-tier structure, maintaining proper separation between fiduciary duties at the trust level and operational management at the enterprise level; (b) hold, manage, and coordinate the operations of AITCH Enterprises LLC and any other subsidiary entities formed or acquired by the Company; (c) provide strategic oversight, portfolio management, and coordination services to subsidiary entities; (d) acquire, hold, manage, and dispose of ownership interests in other entities, including limited liability companies, corporations, partnerships, and other business organizations; (e) engage in investment activities, including acquiring, holding, and disposing of securities, real estate interests, intellectual property rights, and other assets; (f) provide management, administrative, financial, and consulting services to Affiliates; (g) borrow money, guarantee obligations, and grant security interests in Company assets; and (h) engage in any other lawful business, purpose, or activity permitted by the Act.
IV
Primary Operating Company
AITCH Enterprises LLC
The Company is organised to serve as the primary operational holding company within The Howell Legacy Group structure, coordinating and managing subsidiary entities across multiple business divisions including intellectual property, technology, real estate, and investments, occupying Tier 4 in the organisational hierarchy directly beneath AITCH Holdings LLC (Tier 3) and above the operating subsidiaries (Tier 5). It is also organised to engage in any lawful act or activity for which limited liability companies may be organised under the Act, including: (a) holding, managing, and coordinating subsidiary operating entities; (b) strategic business development and planning; (c) asset acquisition, management, and disposition; (d) investment portfolio oversight; and (e) engaging in such other activities as may be necessary or incidental to the foregoing.
V
Operating & Sub-Holdings
52nd Street Capital Group LLC
Management Services Operating
The Company is organised as a management consulting firm for the following purposes: (a) providing management consulting services for affiliated entities; (b) Solo 401(k) retirement plan sponsorship and administration; (c) financial planning and wealth preservation advisory; (d) strategic planning, budgeting, and operational oversight; (e) payroll administration (W-2 processing) for employees; and (f) any other lawful business permitted under the Delaware Limited Liability Company Act.
Operating Subsidiaries
52nd Street Capital Retirement Trust
The Trust is established exclusively for the benefit of Plan participants and beneficiaries in accordance with Internal Revenue Code Section 401(a).
AITCH IP Holdings LLC
Music Rights Sub-Holding
The Company is formed for the following purposes: music copyright and publishing rights management; intellectual property portfolio development and licensing; music catalog acquisition and monetization; performance rights administration; strategic IP investment and development; charitable music and IP licensing programs; technology transfer and commercialization; and any lawful business purpose under Delaware law.
Operating Subsidiaries
360 World Music LLC
The Company is formed for the following purposes: music publishing catalog management and administration; copyright acquisition, development, and licensing; performance rights coordination and collection; synchronization licensing and placement services; digital distribution and streaming coordination; charitable music and educational programming; artist development and music production oversight; and any lawful business purpose under Delaware law.
Global Music Group L.L.C. — a subsidiary of 360 World Music LLC
The Company is organised exclusively as a music production company for the following purposes: original music production and composition; music recording and studio production services; music production services provided to third parties; digital content creation and streaming platform distribution; charitable music production and social impact initiatives supporting the charitable missions of affiliated 501(c)(3) foundations within The Howell Legacy Group structure; music technology development and innovation supporting production operations; and any other lawful business purpose under applicable state law that is consistent with the Company's role as a music production company.
AITCH Land Group LLC
Real Estate Operating
The Company is organised to: (a) acquire, hold, own, develop, manage, lease, and dispose of real property; (b) develop family estate properties for residential, recreational, and agricultural use; (c) engage in sustainable land use, conservation planning, and environmental stewardship; (d) form, own, and manage subsidiary entities for specific property holdings; (e) hold and manage conservation easements and environmentally sensitive lands; (f) engage in agricultural programming, including timber, livestock, and crops; and (g) conduct any other lawful business permitted under the Delaware Limited Liability Company Act.
Operating Subsidiaries
Haleyberry Ave Property LLC
The exclusive purpose of the Company is to acquire, own, hold, manage, develop, lease, finance, refinance, and otherwise deal with real property (specifically including the property located at 1017 SW Haleyberry Avenue, Port Saint Lucie, Florida 34953), and to engage in any and all activities necessary, convenient, or incidental thereto. The Company is further restricted to holding no assets other than that property and personal property directly incidental to its ownership and operation, functioning as a single-asset, bankruptcy-remote entity.
Welannee Boulevard Family Estate LLC
The Company is organised exclusively to: (1) hold, develop, and manage the 42-acre Welannee Family Compound located in Okaloosa County, Florida; (2) conduct sustainable residential estate development including a primary family residence, solar infrastructure, and agricultural and conservation programming; (3) hold and manage the Welannee property subject to the Conservation Easement on the 9.35-acre wetland parcel; (4) maintain the Florida DR-482 Agricultural Classification (Timberland) for applicable tax benefits; (5) administer estate infrastructure including well, septic, solar farm, and site improvements; (6) hold any subsidiary entities or instruments required for estate development and operations; and (7) carry on any other lawful purpose under Florida law consistent with the foregoing estate development mandate.
AITCH Technologies LLC
Technology Operating — Patent Portfolio
The Company is formed for the following purposes: patent portfolio management and licensing; technology innovation and development; intellectual property commercialization; research and development coordination; strategic technology investments; technology development supporting charitable research initiatives; open-source and social impact technology development; and any lawful business purpose under Delaware law.
Operating Subsidiaries
Agriflow Systems LLC
The company is formed for the following purposes: patent ownership, maintenance, and management; patent licensing and royalty generation; technology commercialization and development; intellectual property protection and enforcement; patent portfolio strategic management; research and development coordination; technology transfer and licensing negotiations; and any lawful business purpose under Delaware law.
AITCH Platforms LLC
The Company is organised to: (a) develop, host, maintain, license, and operate enterprise software platforms for the benefit of entities within The Howell Legacy Group Trust structure and, as authorised, for external clients; (b) provide software-as-a-service (SaaS) access to its platform applications under licensing arrangements; (c) provide data-as-a-service (DaaS) offerings, including data feeds, analytics outputs, and reporting derived from its platform operations; (d) provide custom platform development and integration services; (e) develop and operate artificial-intelligence agents and provide related advisory and consulting services within a defined drafting, research, and analysis function and not as a substitute for licensed professional services; (f) acquire, hold, license, and dispose of technology assets and intellectual property in furtherance of the foregoing; (g) engage in any and all activities necessary, convenient, or incidental to the foregoing; and (h) engage in any lawful act or activity for which limited liability companies may be organised under the Delaware LLC Act.
Biotile Systems LLC
The Company is formed for the following purposes: building material technology patent ownership and management; patent prosecution, maintenance, and enforcement; technology licensing and commercialization; research and development coordination for building materials; charitable licensing of sustainable building technology; innovation in eco-friendly construction materials; and any lawful business purpose under Delaware law.
Urbanray Systems LLC
The company is formed for the following purposes: patent ownership, maintenance, and management; patent licensing and royalty generation; technology commercialization and development; intellectual property protection and enforcement; patent portfolio strategic management; research and development coordination; technology transfer and licensing negotiations; and any lawful business purpose under Delaware law.
H&L Venture Group LLC
Operating Company — Healthcare
The LLC is organized to engage in any lawful act or activity for which a limited liability company may be organized under the laws of the Commonwealth of Virginia, including but not limited to generating profit.
◇
Independent 501(c)(3)
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.
AITCH Conservation Foundation
The corporation is organised exclusively for charitable, scientific, and educational purposes, specifically to: advance environmental conservation and sustainability through community education; deploy innovative conservation technologies; protect and preserve natural resources; promote renewable energy adoption; support biodiversity and habitat protection; and conduct scientific research on environmental issues.
Ifoma Foundation
The corporation is organised to engage in any lawful act or activity for which corporations may be organised under the General Corporation Law of Delaware, and is a nonprofit corporation organised exclusively for charitable, scientific, and educational purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code, specifically dedicated to blindness prevention and vision health, including but not limited to providing vision screenings, eye care services, vision correction assistance, education about eye health, support for vision research, and improving access to vision care for underserved populations.
Today's Child Foundation
The corporation is organised for any lawful act or activity for which corporations may be organised under the General Corporation Law of Delaware, and more specifically as a nonprofit organised exclusively for charitable and educational purposes under Section 501(c)(3) of the Internal Revenue Code. Within that framework it is specifically dedicated to adoption-focused philanthropy, including supporting adoptive families, providing adoption assistance and resources, facilitating adoption education and awareness, offering financial support for adoption processes, providing post-adoption services, and advocating for the welfare of children in need of permanent families.
VII · Documents
Board Documents & Governance Record
Confidential reports, memoranda, and trust instruments. Access restricted to authenticated family members and authorized advisors.
§ 1
Quarterly Reports
Q4 · 25
Fourth Quarter Board ReportPeriod ending December 31, 2025
Open ↗
Q3 · 25
Third Quarter Board ReportPeriod ending September 30, 2025
Open ↗
Q2 · 25
Second Quarter Board ReportPeriod ending June 30, 2025
Open ↗
Q1 · 25
First Quarter Board ReportPeriod ending March 31, 2025
Open ↗
§ 2
Annual Reports
FY · 25
2025 Annual Board ReportConsolidated narrative, financials, and governance record
Open ↗
Port · 25
Consolidated Portfolio DashboardNAV, allocation, and performance snapshot
Open ↗
§ 3
Executive Memoranda
Dec · 25
Strategic Planning UpdateFamily office roadmap and capital-allocation priorities
Open ↗
Nov · 25
Investment ReviewPortfolio performance and rebalancing decisions
Open ↗
Oct · 25
Operations UpdateSubsidiary-level operating review
Open ↗
§ 4
Trust Instruments