@jakeclaverqfop: Holding LLC holds the assets. It serves as managing member where sons hold equity. Gift them equity in the management entity, not the asset entity. An irrevocable trust with spendthrift provisions means they receive distributions from returns without accessing principal. That protect base across generations. If they are not yet financially sophisticated, the trust structure does the protecting until they are. Estate planner required before any of this gets implemented.

Jake Claver

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Sunday 30 August 2026 14:32:28 GMT