Turn income, influence, and ownership into enduring value.

BUILD. PROTECT. COMPOUND.

Turning income, influence, and ownership into enduring value

One integrated platform for private clients and enterprise organizations
EXPERIENCE 
The  Include Platform Team
Institutional experience. Real execution. Proven across capital, enterprise, and culture.
Marlin Smith
Capital Strategy · System Architecture · Integrated Execution
Former JPMorgan, Citigroup Global Markets
Advisor: LA Dodgers, USC, Chesapeake Regional Healthcare, LA Marathon, Sacramento Regional Transit
Multi-State Insurance Licenses
Board: Mayfield Junior School
Harvard, London School of Economics (MPhil, MSc)
Walter Delph
Platform Development · Enterprise Scale · Value Creation
Co-founder, BCG Digital Ventures
Former CBO, Magic Leap ($4B+ raised), 20th Century Fox, Verizon
Advisor: LA Kings (AEG), Cedars Sinai, Burberry Group, Los Osos (LFA)
Sheffield United (ownership group)
Middlebury, Harvard (MBA)
Carlton Jenkins
Institutional Capital · Partnerships · Enterprise Growth
Former Managing Partner, Yucaipa Companies ($750MM+)
Former CEO, Founders Bank, Boards: Kroger, LA Pension Fund
Magic Johnson national platforms partner
Dartmouth College
David Cho
Marketing Strategy · Brand Partnerships · Cultural Access
Former Adidas NBA global partnerships lead
Former Nike global strategy leader
Certified Executive Coach, Licensed Attorney
Harvard, University of Michigan (MBA, JD)
Steve Temple
Tax Strategy · Governance · Risk Reduction
Founder & CEO/CFO, Business Affairs Management
Vice Chair, LA County Small Business Commission
Advisor: Magic Johnson Foundation, Women in Film
Arkansas Tech, Golden Gate University (MS, Taxation)
We operate across the full lifecycle of opportunity—building value, protecting capital, and compounding outcomes.
One System. Two Ways to Engage.

Which best describes you?

  Private Clients  
Athletes, creators & business owners
Enterprise Clients
Companies, nonprofits & institutions
Private Clients
Athletes. Creators. Business Owners.
For those building wealth, protecting what they've earned, and compounding toward a lasting legacy.
Wealth Architecture
Custom strategies to grow, protect, and transfer your legacy across generations.
Income Optimization
Tax-efficient structures that maximize what you keep from every dollar earned.
Legacy Planning
Estate, trust, and gifting strategies that ensure your impact endures.
THE INCLUDE APPROACH
One System. Endless Opportunity.
Build
Grow value through capital, relationships, and precise execution.
Protect
Preserve what you've built with structure and risk management.
Compound
Deploy capital strategically over time for generational growth.
A continuous system, not a one-time strategy.
WHAT THIS MEANS FOR YOU
What You Actually Get
Strategy, capital, protection, and execution — integrated into one aligned approach.
For Athletes
We turn your earning years into generational wealth on and off the field.
For Creators
We monetize your influence and build business equity that outlasts the content cycle.
For Business Owners
We protect your equity and compound enterprise value entirely on your terms.
THE JOURNEY
From Opportunity to Enduring Value & Impact
1
Where You Are
High income, a valuable business, or a time-sensitive opportunity.
2
What You Need
Structure, protection, and a long-term plan built for you.
3
What We Build
A coordinated system around your capital and future vision.
4
Where You Are Going
Protected capital, diversified wealth, and a legacy that endures.
PRINCIPLES
What We Believe
"Value is built through discipline, structure, and a long horizon."
"The right relationships compound faster than any single investment."
"Protection is the foundation upon which lasting success is built."
PRIVATE CLIENT CASE STUDY
Multi-Year Wealth Transfer Engagement
High-Net-Worth Family · $20M+ Tax Efficient Transfer
A coordinated, multi-strategy engagement to preserve and transfer generational wealth — efficiently, legally, and permanently.
Family Limited Partnership (FLP)
Consolidated family assets and reduced estate valuation through minority discounts.
Family Trust Structure
Protected assets and established long-term governance across beneficiary generations.
Beneficiary Management
Aligned all designations across insurance, retirement, and investment accounts for maximum efficiency.
Strategic Gifting Program
Systematically transferred wealth outside the taxable estate using annual IRS exclusions.
Retroactive 706 Filing & Exemption Optimization
Unlocked and maximized lifetime exemptions through retroactive gift and estate tax filings.
Life Insurance Integration
Structured policies as a tax-free transfer vehicle providing liquidity and estate equalization.
Result: Generational wealth preserved.
Enterprise Clients
Companies. Nonprofits. Institutions.
Scaling organizations with structure, capital, and execution.
Capital Strategy
Access institutional-grade capital structures to fund growth and operations.
Operational Execution
Dedicated partners who build systems, governance, and enterprise infrastructure.
Enterprise Growth
Partnerships, market access, and relationships that accelerate scale.
ENTERPRISE CLIENTS
Who We Serve
High-growth companies and mission-driven institutions ready to scale.
We bring institutional capital, proprietary relationships, and operational expertise across the sectors that shape culture, health, and commerce.
Healthcare & Wellness
Health systems and care organizations navigating growth, capital, and complexity.
Consumer & Retail
Branded apparel, consumer package goods, and retail businesses scaling distribution and building enterprise value in competitive markets.
Sports & Entertainment
Teams, leagues, and media properties monetizing influence and building lasting value.
Nonprofits & Foundations
Mission-driven organizations structuring capital and partnerships for scalable impact.
Emerging Companies
High-growth companies at inflection points requiring capital, strategy, and execution.
One system. Adapted for every sector.
ENTERPRISE SOLUTIONS
What We Deliver
Capital strategy, operational execution, and governance — built for enterprise scale.
We align capital, relationships, and execution into one coordinated system.
Enterprise Capital Strategy
Bespoke capital structuring and deployment strategies that optimize financial performance.
Institutional Partnerships
Distinctive access to capital sources and strategic partners built through decades of trusted relationships.
Operational Value Creation
Proven frameworks that scale operations and unlock value across complex structures.
Governance & Risk Management
Robust governance, tax strategy, and risk protocols that protect long-term assets.
Capital. Execution. Governance. Legacy.
THE ENTERPRISE JOURNEY
From Complexity to Compounding Value
We meet enterprise organizations where they are and build what takes them further.
1
Where You Are
A growing organization facing capital complexity or a critical strategic inflection point.
2
What You Need
Institutional access, operational structure, and governance built for enterprise scale.
3
What We Build
A coordinated system aligning capital, partnerships, execution, and risk to your goals.
4
Where You're Going
A scaled, governed, capital-efficient organization compounding value long-term.
Structure. Capital. Execution. At every stage of enterprise growth.
TRACK RECORD
Experience Across Leading Organizations
Our team brings decades of institutional relationships across capital, enterprise, and culture.
Financial & Capital
JPMorgan · Citigroup Global Markets · Yucaipa Companies  · Founders Bank · LA Pension Fund
Healthcare & Wellness
Cedars Sinai · Chesapeake Regional Healthcare · VitalbridgeRX
Sports, Entertainment & Tech
Los Angeles Kings (AEG) · LA Dodgers · LA Marathon ·  Magic Leap · 20th Century Fox
Consumer & Brand
Kroger · Burberry Group · Adidas  · Nike · Verizon
Institutions & Advisory
USC · Magic Johnson Foundation · Women in Film · LA County Small Business Commission
Our network is not a list. It is a system of relationships built over decades.
ENTERPRISE NETWORK
The Network Behind the Work
Capital Partners. Sector Leaders. Strategic Advisors. Platform Operators.
Decades of institutional relationships connecting organizations to the capital, expertise, and deal flow that moves markets.
Capital Partners
Institutional investors and family offices aligned for enterprise growth and co-investment.
Sector Leaders
Decision-makers across healthcare, CPG, sports & entertainment, and nonprofits.
Strategic Advisors
Governance, legal, tax, and risk specialists embedded at the enterprise level.
Platform Operators
Experienced builders who create, scale, and extract value from complex structures.
Access. Relationships. Execution. At institutional scale.
THE PLATFORM
The Include Group Platform
One integrated ecosystem built to serve private clients and enterprise organizations with the same institutional-grade capital, relationships, and execution.
Private Client Platform
Wealth strategy, tax planning, investment access, protection, and legacy planning — coordinated under one system for athletes, creators, and business owners.
Enterprise Platform
Capital strategy, institutional partnerships, operational execution, and governance — one coordinated system for companies, nonprofits, and institutions.
Every element coordinated under one disciplined system.


Let's Build What Lasts.
One system. Two paths. Same outcome — Enduring value.
Start a Conversation 