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.

We partner with family offices to advise on each critical aspect of generational wealth. Our expertise touches asset protection, risk management, tax efficiencies, sophisticated wealth transfer, charitable endeavors, and more.

A family’s planning needs come first. Which is why we explore how to best protect the legacies they have in mind. After a thorough review, you’ll find we pay closer attention, often presenting a spectrum of solutions others haven’t seen or understood. Our first goal is creating a seamless collaboration with a family’s advisory team so nothing is overlooked.

Success is a process

Because every family is different, and goals evolve, we’re equipped for high-level coordination, and long-term road-mapping, through sophisticated, comprehensive planning solutions. High touch and holistic in our approach, we can help you organize and protect client assets and lifestyles through a range of relevant products and services. We’d love to discuss how we might support your efforts.