Why J&G
Our Story
At the start
We’re proud of our origins. We started in 1983 with a focus on life insurance and estate planning. We’ve evolved over several decades to now serve the needs of elite individuals, family offices, and closely held businesses across many scenarios that include risk management.
Two ambitious brothers had a vision that included bringing children into the business. Having lived through challenging life events, our team is uniquely empathetic to our clients’ personal and professional needs. Our family structure means we will be here for generations to come.
How we add value
We often joke with clients that our greatest skill is “chaos control.” We’ve met clients who’ve gotten substandard advice. Or they may not understand how skilled planning makes a difference. Wealth demands care and coordination. Nothing happens by accident.
Guarding your lifestyle
We know every level of wealth carries different pressures. Particularly for elite families, goals constantly shift. Using a holistic approach rooted in creative, flexible planning, we expose clients to opportunities they may not see.
Above all, we distill the complex so you can realize greater clarity in your legacy, succession, and financial-planning goals. Our insights can reduce uncertainty, and impact how you aggregate, retain, and distribute assets across generations.
Approach
You likely have a financial plan in place. As with most things, it requires care and review. Our first priority is helping clients align their current plans to changing economic conditions, lifestyles, and ongoing wealth needs.
When it comes to effective planning, we often can forecast what could go wrong. We meet clients whose plans may have never been updated, or perhaps their original advisors have not provided ongoing support. It’s common that coverage gaps exist, and high-level coordination is missing. Naturally, laws change for multi-generational planning. At J&G Associates, we take a closer look to create a flexible, responsive roadmap to cover every present and future contingency.
As a solutions-based firm, we work with affluent individuals, family offices, and closely held businesses to design wide-ranging planning structures that can enhance desired outcomes.
Process
Our process with each client happens in stages. It starts with a methodical exploration of your life needs. We then present eye-level, independent expertise that can help you meet long-term family needs, while also protecting wealth for future generations.
- DISCOVER
- REVIEW
- STRATEGIZE
- EXECUTE
- EVOLVE
We’ll meet with you, your family, and/or trusted advisors and partners. We gather supporting documentation so our team can build out a relevant plan.
At-A-Glance
We consistently work to grow your assets while minimizing tax liability. Delivering thoughtful, full-service financial coordination is why we exist.
- Independence
- Holistic
- Awareness
- High Touch
- Veteran
We often reveal what others don’t. Honest, eye-level planning expertise protects your wealth long term through independent advice and fresh ideas.
