Here's the lowdown on the Legacy Anchor Partners plan:
The Big Idea (The "Why")
Tired of Market Drama? Lawrence (the founder) is 73 and wants to create a secure, generational wealth plan for high-net-worth families who are sick of volatile markets and getting crushed by taxes.
The Ask: They need one "Co-Founder" to invest $1M for 6.6% ownership with another 8.4% when they raise the $10 million start-up capital - This opportunity is ideal for any company or service that helps the RELP to develop the operating agreements and perform the due diligence that others will trust
Construction Start-up Capital (for a total of $10 million) to co-own some sweet California real estate. GP 34% (19%) after successful raise, 15% Co-founder, $1M units for 6.6% each - 100% Bonus Depreciation passed thru K-1 to LPs.
The Key: This whole thing is debt-free, which means all the profit goes straight to you and your family via K-1 tax distributions.
Ultimate Goal: Turn that stressed-out retirement money into a chill, perpetual family legacy that smoothly passes to your heirs.
The Assets (The "What")
Rocky Ledge Equestrian Resort (Shasta County):
It's a debt-free, 41.48-acre spot near Mount Shasta and Burney Falls.
They're building eight luxury Country Courtyard Villas (CCVs), Concierge cottage, and a big 5,000 sq. ft. Event Center with horse arena, sport courts, water park, miniature golf, pickle ball, volley ball, etc..
Target Market: The MICE crowd (corporate retreats, conferences) and outdoor adventure groups.
Residential Gated Estates with Short-term rentals that comply with Shasta County and STR loophole tax requirements
The Partnership Structure (The "How")
It’s a Limited Partnership (LP): It’s designed to keep the individual families strong and together as LPs.
The Team:
General Partner (Lawrence): Puts in the land, plans, and management (valued at $3.6M) for a 34% equity share. ($1M for 15%)
Two Limited Partners (You & the other family): You each put in $5,000,000 for a 33% equity share.
10 Units for $1M each for a total of $10M needed to open the resort in 12-18 months debt-free. Passive income for heirs when you pass.
Your Role (Super Chill): As an LP, your role is 100% passive. Lawrence and the team handle all the construction, bookings, maintenance, and paperwork. You just get a daily app update to "watch the money roll in."
The "Stone Soup 4 Burney (The "Win") OPENING SOON
It’s a Limited Partnership (LP): It’s designed to keep the individual families strong and together as LPs.
The Financial Strategy:
Burney is a rural community that needs hospitality commerce: When the saw mill closed the population dropped to 3,000 and the business owners are eager to increase their profits with additional revenue from the guests who visit the resort with wallets filled with vacation money!
The VP of Hospitality will help all the local community connect with our guests during their stay at our resort. 5-Star services will be needed to continue referrals from the resort.
Local restaurants offer door dash or catered meal onsite.
Massage, pedicure, manicure, spa treatments by appointment.
Local tour guides, rentals, boats, canoes, kayaks, whitewater rafting etc. by appointment only.
Rocky Ledge Development & Hospitality will have offices onsite for construction jobs after the resort opens.
Dealership and affiliate marketing for all resort amenities will display one and warehouse for the resort.
YouTube Channel - Uncle Lucky Larry will feature long content with the construction progress while featuring the future resort rentals and all the Outdoor Adventures.
Each gated estate will be loaned a video camera and encouraged to share content from their family and business experiences on vacation. This content will be published weekly and the goal is to promote the MICE contracts for the resort.
Your Role (Chamber of Commerce): The board room at the Event Center is the ideal locations for Chamber meetings with Fall River Mills and Burney working together. The rising tide raises all ships and visitors thrive on a happy and friendly experience with horses, good food, fun and games, and in the GEM of Northern California with the people you love the most.
The Tax Magic (The "Sweet Perks")
Massive, Immediate Write-Offs: Thanks to a new law (the "One Big Beautiful Bill Act," apparently), they can use 100% bonus depreciation in 2025.
The Number: This could give LAP up to $6.5 million in tax deductions flowing through to your K-1.
Travel Loophole: Ownership through a family LLC can help you independently qualify for Real Estate Professional (REP) status, letting you legally deduct business travel "anywhere in the world" - Consult with your CPA/Tax Attroney.
Financial Projections (The "Show me the money")
Debt-Free Win: Zero mortgage payments frees up about $90,000 per month to pay investors instead of the bank.
Annual Cash Flow (Starting Year 2): The total partnership should generate $1.3–$1.8 million annually.
Your Cut (Per $5M Invested): You're projected to get $550,000–$700,000 in annual cash distributions.
Cash-on-Cash Return: Projected to be a healthy 11–14% annually.
Target Rates: The luxury homes will charge $1,500–$4,500 per night for groups.
New Bank Loan - Year 5+ with proceeds to the owners - TAX FREE. The resort pays the loan and the partners retain ownership.
Lifestyle & Legacy Perks (The "Fun Stuff")
Generational Wealth transfer to heirs with Lifestyle Benefits now and Legacy when your heirs inherit the stock and your CPA follows your rules in the operating agreement for your family LLC. All LP's are independent and agree to buy/sell terms of RELP.
Global Luxury Travel: You get enrollment in elite home exchange networks (like ThirdHome). Your ownership generates points for luxury vacations worldwide (think Italian villas) at up to 90% off market rates. Your stake yields about 56,000 annual points.
Heir Proofing: The LP structure means your ownership seamlessly transfers to your kids/trusts without needing probate, title changes, or property tax reassessments. Multi-century continuity!
The Final Word:
This is Lawrence's last big venture.
If you join Phase One now, you share the profit participation in future expansions and Event Center revenue.
LAP just needs those two $5 million commitments to kick off construction in 2026, targeting a Summer 2028 Grand Opening..
Ultimate Goal
Turn that stressed-out retirement money into a chill, perpetual family legacy that smoothly passes to your heirs.
What is the "Key"?
This whole thing is debt-free, which means all the profit goes straight to you and your family via K-1 tax distributions.
Bonus Depreciation
Our LP structure allows you to take the Bonus Depreciation on the portion of your investment that is used for capital improvements. 100% of your investment is used for construction that builds equity and locks in the lowest property taxes under Prop 13. Ideal opportunity to convert from Crypto or Stocks and the Capital Gains Tax is paid with a deduction!
Debt Free Resort
Profit to the LP members in a K-1 to their business that owns the resort. $10M financed today would require a $90,000 per month payment to the bank for 15 years. Our powerful strategy converts all that passive income into K-1 distributions.
Asset Protection - Generational Wealth
Land held by an LLC holding company that is the capital contribution from the General Partner of the Limited Partnership.
The LP provides the same advantages of owning any stock.
Your own Family Business
Owns the 6.25% of the LP and your death will not force a title change that always triggers higher taxes and lowers the inheritance to your heirs. With this legal structure managed for compliance by Corporate Services of Nevada, your legacy stays with your family business. They choose how to use the K-1 distributions.
No hassle ownership of a luxury vacation property
Let’s face it, in California for 4,300 sq./ft. 6 Bedroom/6 Bathroom on a gated 4 to 5 acre estate with National Forest in your backyard would be a bargain at $1.5M each. Our LP owns 8 and pays all the bills for you and maintains the property while providing Five-Star onsite concierge services to all guests without you lifting a finger. This is unprecedented. The LP’s view daily updates on their phone using an APP that allows you to see "before and after" cleanings, calendar bookings, and our CPA uses the online transactions to pay bills, prepare taxes, and issue K-1’s to all the LP’s.
General Partner has a 35% stake
35 cents of every dollar spent, and 35% of every profit distribution is part of his family legacy. The LP pays no fees for this GP. The GP is compensated as the CEO of the Rocky Ledge Development & Hospitality company that belongs to the LP.
Owner-builder - "Build to STR" - Family driven
As a new local contracting company that seeks distribution agreements from all our suppliers and passes the savings to the LP. Shasta County Building Department inspects all phases of construction and RLD&H will hire the best construction experts as full time employees that live in our community. A contractor charges more than 30% and requires “change orders” for any improvement in the build. We avoid all this by using a Licensed Contractor as a consultant and we are owner-builders, with a team of professionals that are building their showcase for a future in our rural community. Our competition will need to pay the costs for travel. We save big when we disclose our employment expenses when we are issued our final occupancy permit. For example, $1M spent on 8 professionals who build our 8 estates, will report a $125,000 per parcel expense. The lower the build costs, the lower the property tax. We make our profit when we build it!
CC&R’s and no HOA
The recorded CC&R’s allow for four horses per estate and the county STR rules empower private residential property owners while Shasta County collects a 10% occupancy tax that is paid by our renters. The Burney Chamber of Commerce wants our success!
Location - Four Seasons - National Forest - Direct access from Highway 299
Direct access to National Forest, Great Shasta Rail Trail and Pacific Crest Trail - Del Oro Water meter at the curb, approved “build ready” parcels, paved streets, elevation 3,182, Outdoor Adventure Capital of Northern California, 2.5 Hours from Reno International Airport, 17 minutes from Fall River Mills Municipal Airport, 4-5 hours from Bay Area, Ski Mt. Shasta, fish Hat Creek, explore Lassen Volcanic National Park, Horses welcome, Pets welcome, Up to 16 guests per Private Resort Home. LP's share a Serenity Haven Cottage for six weeks each year!
