Family Office
A new approach to family office management.
Managing a family office is complex. When you mix business and finances with family dynamics, there are bound to be challenges. At JNBA, we’re leading the way with a new, contemporary approach to working with families.
We understand that there is a lot of confidential and complex information to navigate, which is why we provide a concierge-level of service to help ensure we’re managing every aspect of your family’s financial well-being in an effective, efficient, and confidential manner.
At JNBA, we’re leading the way with a new, contemporary approach to family office management. While our proven processes and technology are important elements of the work we do, it’s our experienced team managing those processes that allows us to provide fiduciary oversight and services from strategy to implementation. With experience working with busy C-level executives and business owners, high-net-worth families, high-profile athletes and entertainers, and more, we strive to simplify and streamline your family’s wealth.
Take the first step to learn more about a new approach to family office services.
We help you:
- Navigate family dynamics
- Implement charitable and family gifting strategies
- Coordinate legacy planning for children and grandchildren
- Manage both personal and professional bill payment
- Explore opportunities for a future business sale
Our team integrates seamlessly with your existing professionals to provide a high level of service that allows your family to enjoy your wealth, not just manage it.
Our Approach:
Our team’s holistic approach to family office management allows us to support every aspect of your professional and personal life. Our services include:
- Family wealth planning
- Administrative services
- Governance support
- Philanthropic giving strategies
- Family gifting strategies
- Lifestyle management