Private Wealth Management

PRIVATE WEALTH MANAGEMENT
Our concierge approach to private wealth management provides a sophisticated, holistic approach to financial planning and investment management that is especially suitable for high-net-worth individuals, families and foundations.

With a wide-ranging expertise and deep understanding of the unique estate, tax, institutional, or other considerations you may be facing, our team is poised to help you develop and manage a comprehensive wealth strategy.

Our in-depth and diverse expertise allows us to provide comprehensive asset management and financial planning services for complex situations, some of which include:

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
Exploring tax-effective charitable strategies
Implementing and monitoring plan execution

MEET YOUR JSF FINANCIAL TEAM
Contact us and meet your advisors today.

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PRIVATE WEALTH MANAGEMENT

Our in-depth and diverse expertise allows us to provide comprehensive asset management and financial planning services for complex situations, some of which include: