Why your practice is keeping you rich but not wealthy...
And the private equity blueprint they never taught you in dental school.
If You Are An Orthodontic Entrepreneur With A Net Worth Over $10 Million, I Have An Uncomfortable Truth For You.
You are losing money. Every single day. Not because you are making bad investments, but because you are making standard investments.
The financial industry is built to serve the mass affluent—the doctors, the lawyers, the small business owners who have a few million in the bank. They sell you "diversification." They sell you "safety." They sell you "market returns."
At your level, "diversification" is just a fancy word for dilution. At your level, "market returns" are a failure.
You have built an empire. You have optimized every square inch of your practice. You have negotiated every supplier contract. You have engineered your clinical workflows to perfection.
So why are you letting your wealth sit in a "retail" portfolio designed for a dentist who makes $200k a year?
The Retail Gap
The difference between what your wealth is doing and what it could be doing is not a percentage point.
It is a chasm.
PERFORMANCE PROJECTION
Compound Growth Velocity
I don't just recommend this strategy. I live it.
On October 1st, I transitioned my entire portfolio to BNY Wealth. The objective was not just growth, but structural efficiency.
In the first four months, the portfolio realized a $700,000 gain. However, the more significant metric was the tax efficiency. Through institutional-grade tax-loss harvesting, we offset those gains with $200,000 in strategic losses.
Effectively, this created a $900,000 net positive swing in portfolio value in less than two quarters—a result that standard retail diversification simply cannot engineer.
Beyond the numbers, the access is tangible. My portfolio now includes direct private equity allocation, including pre-IPO positions in companies like OpenAI.
In Strategic Partnership With
You're going to meet the same people that are guiding billion-dollar portfolios. You'll interface with the same advisors who work with top hedge funds and private equity players in the world. These are the same people that have engineered and advised on $20 billion in sales and gotten their clients extra billion-dollar paydays.
"I don't benefit one iota if 7 Pillars helps you double or redouble your net worth over the next 5 or 10 years. I do have a long-term collaboration on practice transitions—but that will only benefit both of us infinitely more if they help you grow first."
This isn't theory. It's my actual structure.
I don't teach strategies I don't use. Here's how my own wealth architecture is organized:
This structure took years to build and six figures in legal and advisory fees to architect. At The Vault, I'll walk you through exactly how it works—and how to build your own.
A Historic Alliance
Luke Infinger
Founder, HIP Creative
The Architect Behind The Empire
Luke Infinger is not a practice owner. He is the architect who helps them scale.
As the founder of HIP Creative and a trusted advisor to the nation's top 1% of orthodontic practices, Luke has helped generate over $200 million in growth for his clients. He is the author of the #1 Amazon Best Seller Front Desk Secrets and the strategist behind multiple 8-figure exits.
But his most important work happens quietly, behind the scenes. Luke has spent years decoding the wealth strategies of the ultra-rich, applying the same rigorous optimization to his finances that he applies to his clients' businesses. Now, for the first time, he is sharing that personal playbook.
Institutional Power.
Personalized for You.
Founded by Alexander Hamilton in 1784, BNY is America's oldest bank and the world's largest custodian, safeguarding over $59 trillion in assets.
Through this exclusive partnership, attendees of The Vault gain direct access to BNY Wealth's Active Wealth™ framework—a level of sophistication typically reserved for family offices and institutional investors, not retail clients.
- Access to Institutional Private Markets
- Lending Against Illiquid Assets
- Multi-Generational Trust Services
- Bespoke Tax & Estate Architecture
BNY Wealth
Est. 1784
Apply for Consideration
Strictly limited to 15 qualified practice owners. This exclusive briefing will be held in the BNY Wealth boardroom at the top of their Wall Street headquarters.
"If you already have somebody that has this kind of access, can earn you this kind of return, and can get you early access to potentially explosive windfall growth—then please, stay there. But if you don't, join me in New York."