Legacy Wealth Structures was created by founders who experienced the challenges of wealth protection firsthand, and then dedicated themselves to building a better, family-focused solution that truly works.
Jake's story is one of transformation and purpose. His journey didn't begin with privilege—by age 21, he had attended 19 schools and worked 17 jobs before finding his calling through military service and faith.
After joining the U.S. Army and dedicating his life to Christ, Jake discovered his entrepreneurial gift. By 24, he had broken company records in financial services, built and successfully exited a seven-figure agency, and launched JFJ Holdings—which today supports 30+ companies across multiple industries.
But success brought new challenges. As Jake's businesses grew, so did his tax concerns and the need to protect what he had built for his family's future.
After investing in a trust structure that proved inadequate—a costly $300,000 lesson he describes as "a car with no keys"—Jake made a commitment: No other family should face these challenges alone.
Together with Adam, he co-founded Legacy Wealth Structures to create the comprehensive, family-focused solution he wished he'd had from the beginning.
Adam brings over a decade of specialized experience in family legacy planning, having learned from pioneers in the trust and estate planning field. His expertise became invaluable when regulatory changes in 2023 left many families with outdated or non-compliant structures.
Adam's mission became clear: Design a stronger, more resilient framework that would protect families for generations.
Working with leading tax attorneys and compliance experts, Adam spent hundreds of hours and invested significantly in legal reviews to develop the comprehensive wealth protection structure that forms the foundation of Legacy Wealth Structures today.
His dedication to getting it right means your family benefits from a thoroughly researched, professionally reviewed structure designed to withstand the test of time.
Jake and Adam didn't just create a product. They created what they wish they had at the start:
A structure backed by law, compliance, and licensed professionals.
A platform that provides ongoing support, not just paperwork.
A legacy solution that protects families for generations.
The founding person who establishes the trust for the benefit of the Beneficiaries.
Your loved ones who benefit from the trust's protection. Together, you help create a Family Constitution a meaningful document that captures your values, ethics, and guiding principles for future generations.
The most powerful protective role in your structure. Always a licensed attorney, the Trust Protector provides ultimate oversight, ensuring the structure always serves your family's best interests. Governed by strict ethical standards, they provide independent protection and guidance.
Professional management through an independent 3rd-party (typically an attorney) ensures your trust operates exactly according to its terms, without conflicts of interest. This independence protects your family from potential complications while ensuring professional oversight.
Your trust benefits from a thoughtful three-committee structure that ensures balanced decision-making:
Investment Committee – Provides wisdom for investment decisions
Distribution Committee – Guides how and when assets support your family
Amendment Committee – Reviews any necessary adjustments over time
Your family's wealth protection is supported by a dedicated network of independent professionals who work together seamlessly:
Providing legal oversight and trust management
Handling tax preparation, bookkeeping, and compliance
Ensuring ongoing regulatory adherence and protection
Ongoing guidance and strategic planning
This coordinated approach means:
Complete trust tax return preparation and filing
Professional bookkeeping and financial oversight
Expert support if questions ever arise
Peace of mind knowing everything is handled professionally
Independence: No family member serves as trustee, ensuring complete independence and protection from potential conflicts.
Family-centered Governance: Your Family Constitution becomes the guiding document, with professional committees providing structured, thoughtful decision-making.
Protection & Privacy: The structure provides both asset protection and privacy while allowing your family to maintain meaningful involvement in wealth decisions.
Lifelong Partnership: You receive exceptional support from initial setup through long-term optimization a true partnership that evolves with your family's needs.
When you partner with LWS, you gain more than a trust. You gain an entire team of independent professionals who protect, guide, and manage your structure with integrity.
It’s our role to give you confidence that your legacy is protected today, tomorrow, and for every generation that follows.
Disclaimer: Legacy Wealth Structures works with independent licensed professionals, including attorneys and CPAs. We do not provide direct tax or legal advice. All services are delivered in coordination with these professionals to ensure compliance with governing laws.
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