Wealth Factory works with entrepreneurs and high-earning professionals on the structure of their wealth - how it's held, how it's taxed, and how it moves to the next generation. Most financial planning focuses on what you own. We focus on the architecture around it: the legal, tax and governance structures that determine whether wealth compounds across generations or dissolves in one. Our work covers four areas: - The Family Bank A pool of capital your family borrows from and repays, rather than financing major purchases externally. - Dynasty trusts Multi-generational structures with terms defining how and when the next generation gains access. - Tax structure Estate, income and capital gains planning designed at the system level rather than filing by filing. - Family governance Family constitutions, councils, and financial education for heirs. These are the mechanisms the wealthiest dynasties have used for over a century. We build them for families earning their wealth now.
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The Wealth Factory annual revenue was $6.2 million in 2026.
Norm Westervelt is the CEO of Wealth Factory.
16 people are employed at Wealth Factory.
Wealth Factory is based in Salt Lake City, Utah.
The NAICS codes for Wealth Factory are [523, 52, 5239, 52393].
The SIC codes for Wealth Factory are [628, 62].