Who will become a co-owner of my family legacy to help create the "Premier Equestrian Family Resort" near Burney Falls?
The perfect 50% co-owner of Rocky Ledge Estates in Northern CA is a family or family office that is ultra-high-net-worth and extremely passionate about the equestrian lifestyle and sustainable luxury. As we said, co-ownership of Rocky Ledge Estates means cash and community pretty much all the time. But the perfect family or family office co-owner would also invest vision and equine expertise into a gated community resort in Shasta County, California. One that shapes a lasting legacy of nature, community, and luxury intertwined.
In how to bequeath a family legacy, the shared ownership model in a way seems a no-brainer. The wealth and business know-how of a family can be passed along—assuring both heirs and society that value compounds across generations. But the shared ownership model is not a common one in business.
Our legal team's strategy prevents double taxation, avoids future family disputes, and ensures independent control over personal and company expenses for each family. And a profitable company will last forever!
• High-quality equestrian facilities, including riding rings and horse barns, with room for all of your riding needs and the gear to go with it.
• A private place for your horse(s) to live, with a pasture that gives plenty of space for grazing and the mostly natural setting that lets your horse(s) feel like they're in the wild, plus a barn that keeps your horse secure and safe.
• A custom home that gives you the comforts of a modern lifestyle. From design choices that match your tastes to high-end amenities that let you enjoy your downtime, this is a place where any member of your family can be happy.
Burney Falls access intensifies, guests enjoy, and investment returns multiply. Our heirs own a family business that owns the resort so when we retire we hire an heir and the passive income continues to flow while our loved ones vacation more and the business pays the way.
Why does a shared legacy matter? We build it, take the tax benefits, get repaid in full, then our heirs work for us in hospitality and travel and then they pass it on, again and again.
A family legacy with an aligned partner makes a resort a multi-generational treasure. Real Estate becomes equity in our family businesses.
A common aim amplifies resources and know-how. We hire our team of construction experts and they save us and then earn us profits for years.
Making decisions jointly allows for a more balanced approach between risk and innovation. When innovative ideas are proposed, there's a natural and healthy tension that arises between those who advocate for such ideas and those who favor a more cautious approach. This tension is actually a good thing because emerging technologies carry risks that need to be mitigated. If we don't talk about those risks (which isn't easy, given the natural human desire to focus on the positive aspects of new ideas), we run the real risk of not controlling them.
Have you ever thought about how two families combine their values without bumping into each other? We create governance models that keep all the people in all the families aligned. No boardroom brawls here. The answer is “yes” if our operating agreement empowers the single CPA.
Let us closely examine what causes Rocky Ledge Estates Northern CA to be distinct.
Rocky Ledge Development and Hospitality is in a gated community that is all about horses and family amenities. Its Private Resort Homes that are together a dream of sustainability. That's because, in a country rife with residential developments that tear up the natural world, this one is put together with great care and concern for the environment.
Eight Private Resort Homes that are energy efficient and have fire pits, spas, and BBQ in their private courtyards on gated estates with corrals.
Three Serenity Haven Cottages for staff, owners or special guests.
5,000 sq. ft. event center that has a commercial kitchen, for weddings and retreats.
Built by our crew of specialists—ready to construct for others after ours becomes the showcase for fireproof energy efficient homes.
The systems that harness solar energy, heating that warms the floor, and building materials that are green and sustainable are our brand.
We combined high-end materials with sustainable design principles so your resort looks good on every balance sheet and guest review.
We have made the way to co-ownership clear with simple steps that tell you what to do and in what order to do it.
Consultation at the outset to get agreement on aims and aspirations. Corporate Services of Network provides our legal structure.
Financial, site plan, and sustainability metric due diligence and custom plans available now.
Governance and legacy strategy via a legal limited partnership agreement.
A 50/50 limited partnership with an operating agreement ensuring independent K-1 passive income distributions to two owners, managed by a CPA to prevent future family disputes and allow flexible use of equestrian resort profits.
Infusion of capital and a schedule of construction in phases.
Management launch in partnership and continuing performance assessments with an APP for your phone.
When you analyze it, you know precisely when to put your money in, what moves are being made and why, and when you can expect to see payback. In fact, 100% of the profit pays you back before the 50/50 with K-1 distributions. Plus the tax benefits on all our improvements!
Picture the Burney Falls equestrian experience:
Envision riding on horses or even pedaling across 2.2 million acres of acres of national forest before checking into your private spa suite. Unthinkable? It's all in a day's grind at this eco-conscious resort.
Beautiful equestrian trails leading to stunning vistas, such as waterfalls, and working their way through magnificent trees, like pine and oaks.
Stables on the premises that provide complete equestrian assistance.
Outdoor fire pits and BBQ get-togethers beneath the stars, all surrounded by soundproof walls and only our loved ones.
On site Concierge services -for guided rides and forest adventures. Your horse our lease some of ours.
“I consider the evening twilight on Mt. Shasta one of the grandest sights I have ever witnessed.” ~President Theodore Roosevelt, 1908
Numerous wealthy investors pursue eye-catching resorts without any plan for sustainability, resulting in extremely high costs but low returns.
Pursuing palatial luxury rather than practical feasibility is what causes the overruns in our budgets. Our “4 x Less = More” helps families assimilate.
Construction can be delayed for many months if local regulations are ignored. We are “owner-builders” and our employees live in our community.
Ignoring guest-centered amenities causes occupancy rates to suffer. Our strategy uses STR weekly contracts with four families paying less and getting much more family memories. We are blessed with four seasons and Rome like weather.
Mitigating these risks is accomplished through financial control measures managed by one CPA, coordinated work from our employees, and planning that places the guest at the center of all decisions from the very first day. Risks are realized when controls are poor, coordination is inefficient, or planning is haphazard. We are using a three-part strategy, then, to keep these risks under control.
Joining as a 50% partner at Rocky Ledge Estates Northern CA is much more than investing in real estate; it’s a shared family legacy in a world-class place for equestrians. You’ll enjoy not just returns but sustainable and memorable hands-on involvement as you work with us to make Rocky Ledge a place your grandchildren will enjoy. Ready to join us? Schedule a Consultation today to start your journey with us.
