Be Proactive.
Not Reactive
Your financial needs naturally evolve. Those who keep their financial plans up to date understand how valuable this can be. Opportunities are everywhere. Smart plans mine those opportunities to maximize your dollars across generations.
At J&G Associates, we put a unique structure around the process to stay one step ahead. Sensitive to your lifestyle, we can help you protect assets with targeted solutions and coordinated, high-touch strategies.
From tax planning, to family-office structures and governance, risk management, philanthropy, and wealth transfer, we help high-net-worth individuals, family offices, and closely held businesses control exposures across every possible contingency.
Services
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Insurance
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Estate-Tax Planning and Wealth Transfer
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Business-Owner Solutions
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Investments
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Family Offices
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Sports and Entertainment
Services
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Insurance
When it comes to your life-insurance needs, you want to avoid a “set it and forget it” attitude. In a word, hope for ideal coverage in a crisis is not a strategy.
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Estate-Tax Planning and Wealth Transfer
From the start, we focus on a “whole family portrait.” We listen carefully to clients to deliver innovative, tailored solutions for every high-net-worth challenge. We will also work closely with your existing team of advisors so that a custom plan responds to unique succession needs.
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Business-Owner Solutions
As a business owner, your family isn’t the only group of people depending on you. Your business partners and employees naturally rely on you for their livelihoods. Planning is critical.
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Investments
Perhaps you have an inheritance. Or need a corporate succession plan. Or desire a philanthropic legacy. An investment plan is dynamic, something that requires continuous attention and focus.
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Family Offices
Elite families demand a particular kind of attention and focus. If you head a family office, your standards for client service and daily administration efforts are high. At J&G Associates, we share your priorities.
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Sports and Entertainment
Plan for the unexpected. As an entertainer or athlete, managing wealth involves careful coordination. You might fall ill and be forced to cancel film and television contracts.
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Your Future. Your Terms.
Through a gold standard of responsive client service, J&G Associates delivers advanced, coordinated planning techniques to preserve wealth, protect lifestyles, and control exposures across every possible contingency.
