Private Wealth Management
At JSF, concierge private wealth management offers a sophisticated and customized fee-based financial planning and investment management services. Our in-depth and diverse expertise allows us to provide comprehensive asset management and financial planning services for complex situations.
- Assessing a comprehensive risk management picture
- Protecting and preserving capital
- Preparing for a liquidity event
- Integrating tax, estate planning and investment strategies
- Assessing intergenerational transfers with use of corporate trustee when needed
- Aggregating investment assets across proprietary and non proprietary investment strategies
- Implementing and monitoring plan execution
Our Los Angeles wealth advisors work with high-net-worth individuals, families and foundations.