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. Seventeen legal entities — organized across a four-tier governance cascade — span healthcare services (BrightStar Care of East Richmond), real estate holdings in Delaware, Virginia, and Florida, investment management (52nd Street Capital Group), music publishing (360 World Music, Global Music Group), and an intellectual-property portfolio under AITCH Technologies with ten patent subsidiaries in development. Measured family net asset value today stands at approximately $1.79 million; the strategic enterprise-value target — inclusive of appraised intellectual property, music catalog, and the AITCH Technologies patent portfolio — is $8 million-plus.
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
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
Internal Application Platform
Centralized access to all AITCH Technologies platforms — portfolio tracking, compliance, banking, cash flow, wealth management, and more.
Entity Websites
Quick access to all organizational websites (13 active entities; patent subsidiaries under AITCH Technologies are being registered)
The Howell Legacy Group
Delaware Statutory Trust — apex family office entity
Tier 1 · Apex Trust
Howell Holdings LLC
Corporate Trustee for The Howell Legacy Group
Tier 2 · Corporate Trustee
AITCH Holdings LLC
Operational holding — 30/40/20/10 cash-flow allocation executes here
Tier 3 · Operational Holding
AITCH Enterprises LLC
Primary operations — parent to operating, real estate, IP, and music entities
Tier 4 · Primary Operations
52nd Street Capital Group LLC
Management services, investment consulting, and MSA fee revenue
Tier 4 · Financial Services
H&L Venture Group LLC
BrightStar Care of East Richmond — home-care operating company (67% AITCH / 33% external)
Tier 4 · Healthcare Services
AITCH Land Group LLC
Real estate holding — Caitlin Way DE, Welannee Blvd FL, Haleyberry Ave FL
Tier 4 · Real Estate
AITCH IP Holdings LLC
Intellectual property holding
Tier 4 · IP Holding
AITCH Technologies LLC
Patent portfolio & technology development — 10 patent subsidiaries in development
Tier 4 · Technology Division
360 World Music LLC
Music publishing — BMI IPI 00782057821
Tier 4 · Music Publishing
Global Music Group L.L.C.
Music production and label (d/b/a GMG)
Tier 4 · Music Production
52nd Street Capital Retirement Trust
Solo 401(k) retirement plan held at Charles Schwab
Tier 5 · Retirement Plan
Today's Child Foundation
Adoption support & youth development
501(c)(3) — Independent
Ifoma Foundation
Vision care & eye health education
501(c)(3) — Independent
AITCH Conservation Foundation
Environmental conservation in Florida
501(c)(3) — Independent
Board Documents
Confidential reports and documents for board members
Quarterly Board Reports
Official quarterly reports for board review
Executive Memos
Strategic communications from leadership
Annual Reports
Comprehensive yearly summaries
Trust Documents
Legal and governance documents