Practicing the Infinite Banking Concept as an Authorized Practitioner.
Private Equity Banking exists to move the financing you already do into a system you own — built on contractual guarantees, designed to keep working long after you.
Trained and authorized by the source of the concept.
The Nelson Nash Institute is the home of the Infinite Banking Concept, founded by R. Nelson Nash himself. As an Authorized Practitioner, we teach and apply the concept as it was intended — with the design discipline, the candor, and the multigenerational purpose Nelson built into it.
We use the terms “Infinite Banking Concept®” and “Becoming Your Own Banker®” in accordance with the Institute’s trademark usage policy.
A private bank, built for one family at a time.
We started where most families do — financing everything through someone else’s bank and watching the interest leave our household forever. The Infinite Banking Concept changed how we thought about money, and we built this practice to help other families make the same shift.
Our work is unhurried and educational. We are not interested in selling a policy — we are interested in designing a banking system that fits a family’s income, goals, and time horizon, and that keeps working for the generation after them.
Design first
Policies designed for maximum cash value and paid-up additions — not commission.
Educated, not sold
We teach the concept honestly, including where it doesn’t fit, before any policy is discussed.
Generational
Every system is built to outlive its owner and seed the next generation’s bank.
What families say.
“They spent more time telling us when this wouldn’t work than selling us on it. That’s exactly why we trusted them.”
“The design conversation was the difference. Our policy is built to fund our lives, not an agent’s commission.”
“My children will start further along than I did. That was the whole point, and they helped us see how to set it up.”
Illustrative testimonials, representative of the families we serve.