Family Wealth Services

JFS provides full-service financial management for ultra-high-net-worth families that goes far beyond fiduciary wealth and investment consulting. We personalize our suite of services to your specs or depth of sophistication, including family office solutions, estate planning & gifts, management of trusts & other family entities, philanthropic planning & charitable vehicles, governance, tax prep, and personal accounting solutions like bookkeeping, bill pay, and real-time cash flow monitoring.