Customized Approach

Delivering Peace of Mind

At JNBA, our specialized Family Office Advisory Team knows that there is nothing more important than trust. We understand that when you mix finances and family dynamics there is a lot of confidential and complex information on the table. Very little is more important than having the confidence that you are working with a team whose sole focus is your family’s best interest.

JNBA is leading the way with a new, contemporary approach to the family office. Our team provides fiduciary oversight and services – from strategy to implementation – for clients seeking to simplify the oversight of their family’s wealth, from busy C-level executives and business owners to high-net-worth families to high-profile professional athletes and more.

Our highly customized and integrated approach to each family’s specific needs aims to provide a concierge service that helps ensure every aspect of the family’s financial well-being is understood and managed effectively.

 

What May be on Your Mind

  • Navigating family dynamics
  • Charitable and family gifting
  • Legacy planning for your children and grandchildren
  • Managing personal and professional bill pay
  • Exploring opportunities of an upcoming family business sale

JNBA is ready to integrate seamlessly with your existing team of internal professionals to provide the white glove service you and your family need to be able to enjoy your wealth, not just manage it.

A Comprehensive Commitment.

Our commitment to you is simple. We will align ourselves with your needs and provide the multidimensional services you need and expect. We will provide thoughtful strategies that maximize and sustain your wealth both today and into the future. And we will deliver a higher standard of service that gives you and your family the peace of mind you deserve. Contact JNBA today to learn more about our Family Office services
WE HAVE THE RESULTS & ACCOLADES. BUT IT’S ABOUT MORE THAN THAT.

It’s about how we make you feel as a JNBA client.

VIEW OUR ACCOLADES

WANT TO EXPERIENCE THE JNBA DIFFERENCE FIRSTHAND?

Share your goals with someone who really listens.

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