Blog - Insights

It’s a proverb that, while uncomfortable to think about, also contains a lot of truth: “There’s no romance without finance.” As much as we might not want to admit it, the topic of money—whether spoken or unspoken—takes up a lot of room in the mind of anyone in a serious relationship.

Our team is undeniably our most invaluable asset. At the heart of our organization, they are the driving force behind our success, and we hold their unwavering dedication and commitment to both the firm and our clients in the highest regard.

Elon Musk, the Cargill-MacMillan family, the Koch brothers, Andrew Cherng… These are just a few of the owners of some of the world’s largest privately-held corporations. In recent years, the five largest privately-held companies in the world had combined annual revenues of close to a trillion dollars.

As we welcome a new quarter and season, we're sharing our updated Client Relationship Services and ADV Disclosures. Since the last annual update of JFS Wealth Advisors’ brochure, dated March 29, 2024, the following material changes have occurred:

Beginning in 2024, many small businesses are required to report information about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN) in an effort to create a national database for use by national security and law enforcement agencies to prevent the use of shell companies for criminal activity.

JFS Wealth Advisors is delighted to announce that they are named amongst only three Finalists in the Industry Disruption category for Firms in the 2024 ThinkAdvisor Luminaries industry award during a year of record-breaking nominations.