About Legacy Wealth Structures

Building, Protecting, and Preserving Wealth

for Generations

Legacy Wealth Structures is a faith-based, veteran-owned company dedicated to helping families, entrepreneurs, and business owners protect their assets, reduce tax burdens, and build lasting legacy wealth that honors both financial goals and family values.

OUR MISSION

To provide families with comprehensive trust solutions that:

  • Safeguard wealth through proven asset protection strategies and proper legal structuring

  • Reduce tax concerns through intelligent tax planning, fully compliant with all applicable laws and regulations

  • Ensure wealth transfers securely and privately, aligned with your family's values across generations

  • Deliver exceptional service with ongoing white-glove support and coordinated professional management

    Honor family legacy by protecting both wealth and the values that created it

Why Legal Wealth Structures?

Comprehensive Asset Protection

Shield your wealth from lawsuits, creditors, and personal liabilities while maintaining family control and flexibility.

Strategic Tax Planning

Intelligent tax reduction through compliant planning strategies, backed by thorough legal research and conservative structuring approaches.

Family-Centered Legacy Transfer

Ensure your children and grandchildren inherit not just wealth, but the wisdom, values, and financial education to preserve it for generations.

Bulletproof Compliance

Structures designed with the highest compliance standards, built to withstand regulatory scrutiny and evolving tax environments.

White-Glove Partnership

Comprehensive service from initial setup through long-term administration, with our team coordinating attorneys, CPAs, and compliance professionals on your behalf.

OUR STORY

Legacy Wealth Structures was founded from real-world experience and genuine need. Our founders seasoned entrepreneurs and wealth planners witnessed too many families struggle with poorly designed structures that left them vulnerable to audits, legal challenges, and unnecessary tax burdens.

After years of collaboration with leading tax attorneys, former regulatory officials, and industry experts, LWS developed a conservative, compliant, and family-focused approach to wealth protection that prioritizes both financial security and family harmony.

Our Philosophy: True wealth isn't just about money, it's about creating security, opportunity, and positive impact for your family and community. We believe successful families deserve structures that protect their achievements while honoring their values.

Today, Legacy Wealth Structures stands as a trusted partner for families who want to build lasting legacies with integrity, transparency, and faith at the foundation of everything we do.

Legacy Wealth Structures was founded from real-world experience and genuine need. Our founders seasoned entrepreneurs and wealth planners witnessed too many families struggle with poorly designed structures that left them vulnerable to audits, legal challenges, and unnecessary tax burdens.

After years of collaboration with leading tax attorneys, former regulatory officials, and industry experts, LWS developed a conservative, compliant, and family-focused approach to wealth protection that prioritizes both financial security and family harmony.

Our Philosophy: True wealth isn't just about money, it's about creating security, opportunity, and positive impact for your family and community. We believe successful families deserve structures that protect their achievements while honoring their values.

Today, Legacy Wealth Structures stands as a trusted partner for families who want to build lasting legacies with integrity, transparency, and faith at the foundation of everything we do.

Our Team

At LWS, we believe exceptional wealth protection requires coordinated expertise and professional governance. Our team-based approach includes:

Independent Professional Management

  • Licensed Attorney Trustees – Independent 3rd-party trustees managing trust operations under strict compliance protocols

  • Trust Protectors – Additional legal safeguards ensuring your trust adapts to changing circumstances while serving your family's best interests

  • Compliance Oversight – Regular monitoring to ensure structures remain current with evolving regulations

Financial & Tax Expertise

  • Independent CPAs – Professional tax preparation, bookkeeping, and strategic planning

  • Compliance Specialists – Experts ensuring ongoing regulatory adherence and audit defense

  • Registered Investment Advisors – Professional investment management when needed

Family Governance Support

  • Legacy Planning – Helping families establish governance frameworks that reflect their values and goals

  • Educational Resources – Ongoing financial education for family members across generations

  • Succession Planning – Structured approaches to leadership transition and wealth transfer

This coordinated system ensures you benefit from professional oversight, ethical safeguards, and

long-term family prosperity.

WHO WE SERVE

Families with Tax Concerns

  • High-income earners facing substantial business income tax obligations

  • Active investors and traders managing capital gains from stocks, cryptocurrency, bonds, and other investments

  • Real estate professionals dealing with capital gains from property sales or seeking alternatives to 1031 exchanges

Families Seeking Asset Protection

  • Business owners and professionals who need comprehensive protection from potential lawsuits and creditors

  • Families wanting to shield their wealth from future unknown risks

Families Building Generational Legacy

  • Parents committed to funding their children's education and creating lasting educational opportunities

  • Families planning meaningful inheritances that include both financial assets and family values

  • Multi-generational families focused on preserving wealth, wisdom, and family governance across decades

  • Entrepreneurs building family businesses meant to last for generations

Families Wanting Professional Partnership

  • Clients who value exceptional service, ongoing support, and access to a coordinated team of experts

  • Families seeking comprehensive guidance rather than being left to navigate complex structures alone

  • Those who want seamless coordination between CPAs, attorneys, and wealth advisors

Our Commitment to Your Family

We believe wealth protection should strengthen families, not complicate their lives. Through Legacy Wealth Structures, we provide families with the tools, support, and legal frameworks needed to:

  • Protect what you've worked so hard to build

  • Preserve your wealth for future generations

  • Pass on both financial assets and the values that created them

  • Prosper with confidence, knowing your family's future is secure

Your legacy is more than money, it's the positive impact your family will have for generations to come.

We're honored to help make that vision a reality.

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