Turn income, influence, and ownership into enduring value.

We build , protect, and grow value beyond one career, company or transaction.

Advisors to leading operators and institutions

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BUILD. PROTECT. COMPOUND.

Designed for legacy & impact—sports, entertainment, business

THE INCLUDE APPROACH

One System. Three Moves.

Build

Create and grow value through capital, relationships, and execution.

Protect

Preserve what you have built with structure, planning, and risk management.

Compound

Put capital to work strategically over time for lasting, generational growth.

A continuous system, not a one-time strategy.

STRATEGIC PARTNERS

Powered by Relationships

Advisors. Managers. Operators.

Our strategic partner network brings trusted relationships, deep expertise, and proprietary deal flow into the Include Group ecosystem.

Advisors

Insight, structure, and strategic guidance at every stage of growth.

Managers

Trusted access to clients, capital, and curated opportunity for those who deliver.

Operators

Experienced builders who create, scale, and increase value from real enterprises.

Relationships That Deliver

Access to proprietary deal flow and off-market opportunities others cannot reach.

Relationships → Access → Deal Flow → Value Creation

WHAT THIS MEANS FOR YOU

What You Actually Get

We integrate strategy, capital, protection, and execution into one aligned approach.

More Value Kept

Smart structuring means less lost to taxes, fees, and avoidable risk.

Better Investment Access

Proprietary deal flow and co-investment opportunities unavailable through traditional channels.

Reduced Risk

Layered protection across insurance, legal structure, and diversification.

Long-Term Growth

Capital deployed with discipline and compounding in mind from day one.

One Coordinated Strategy

Every advisor, decision, and dollar aligned toward a single outcome: your legacy.

HOW WE ALIGN

Aligned Incentives. Real Outcomes.

We are paid to create value, structure capital, and build long-term outcomes.

Our Commitment

We win only when you build, protect, and compound successfully. Our alignment is structural, not just stated.

Liquidity Events

Structure and monetize opportunities without losing control or leaving value behind.

Protection Layer

Insurance, planning, and risk management woven into every engagement.

Investment Participation

Co-investment, platform ownership, and long-term upside built into the structure.

THE JOURNEY

From Opportunity to Enduring Value & Impact

1

Where You Are

High income, a valuable business, or a concentrated and time-sensitive opportunity.

2

What You Need

Structure, protection, access, and a long-term plan built around your situation.

3

What We Build

A coordinated system around your capital, relationships, and future vision.

4

Where You Are Going

Protected capital, diversified wealth, and a legacy that endures.

PRINCIPLES

What We Believe

Value is built by those who act with discipline, structure, and a long horizon in mind.

The right relationships compound faster than any single investment decision ever can.

Protection is not a cost. It is the foundation upon which lasting success is constructed.

THE PLATFORM

The Include Group Platform

One integrated ecosystem connecting capital, expertise, and opportunity.

Every element coordinated under one disciplined system.

EXPERIENCE

THE INCLUDE PLATFORM TEAM

Institutional experience. Real execution. Proven across capital, enterprise, and culture.

Marlin Smith

Capital strategy. System architecture. Integrated execution.

  • 25+ years across JPMorgan, Citigroup Global Markets and risk management companies
  • Advisor: LA Dodgers, USC, Anabi Oil, Chesapeke Regional Healthcare, LA Marathon
  • Harvard, London School of Economics (MPhil, MSc)

Walter Delph

Platform development. Enterprise scale. Value creation.

  • Co-founder, BCG Digital Ventures
  • Former Chief Business Officer, Magic Leap ($4B+ raised)
  • Senior roles at Verizon and 20th Century Fox
  • Advisor: Los Angeles Kings (AEG), Cedars Sinai, Burberry Group
  • Middlebury College, Harvard (MBA)

Carlton Jenkins

Institutional capital. Partnerships. Enterprise growth.

  • Former Managing Partner, Yucaipa Companies ($750MM+ fund)
  • Partnered with Magic Johnson on national platforms
  • Founder & CEO of Founders Bank
  • Boards: Kroger and LA Pension Fund
  • Dartmouth College


David Cho

Marketing strategy. Brand partnerships. Cultural access.

  • Former Adidas NBA global partnerships lead
  • Former Nike global strategy leader
  • Start-Up Advisor & Certified Executive Coach
  • Harvard, University of Michigan (MBA, JD)

Steve Temple

Tax strategy. Governance. Accounting. Risk reduction

  • Founder & CEO/CFO, Business Affairs Management, Inc.
  • Vice Chair of LA County Small Business Commission
  • Advisor to Magic Johnson Foundation, Women in Film
  • Arkansas Tech University, Golden Gate University (MS, Taxation)

We operate across the full lifecycle of legacy—building value, protecting capital, and compounding outcomes.

Let's Build What Lasts.

One system. Aligned for the long term.

Capital. Execution. Legacy.