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.