Family Office Services
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 family office services.
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.
As Your Family Office, 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 to Family Office Management:
Our team’s holistic approach to family office management allows us to support every aspect of your professional and personal life. We help reach your family’s financial goals with these services:
Family wealth planning
We help your family align around shared goals by creating a thoughtful, long-term wealth plan. Planning a business transition, transferring wealth, or addressing family dynamics can involve many complex factors. Our family office advisory team is here to help you navigate each step with care.
Administrative services
Our team supports day-to-day life and wealth management, coordinating with outside professionals, organizing financial records, and providing ongoing oversight, so you can focus on what matters most.
Governance support
As part of our family office services, we guide families in establishing clear roles, responsibilities, and decision-making structures. From conflict resolution mechanisms to education and documenting values, we help foster transparency and alignment across generations.
Philanthropic giving strategies
Giving back is often a deeply personal part of a family’s legacy. We help you define your charitable giving goals and coordinate the financial and administrative details, whether that includes direct giving, donor-advised funds, or foundations.
Family gifting strategies
We work with you and your tax and legal advisors to design strategic gifting plans, like trusts, that reflect your family’s values. Whether you’re supporting children, grandchildren, or future generations, we help ensure your generosity is well-planned and well-documented.
Lifestyle management
We provide support for the financial aspects of your lifestyle, coordinating travel budgets, personal shopping, household staff payroll, and more, so your personal and family needs are cared for with discretion and attention to detail.
Investment management
Grounded in our disciplined approach, we tailor your investment strategy to meet your family’s goals, timeline, and risk tolerance. As a fiduciary advisor, JNBA will always put your interests first.
Tax planning
Working alongside your tax professionals, we help ensure your financial planning decisions are made with tax efficiency in mind. From managing capital gains to coordinating family gifting and estate strategies, we take a proactive, integrated approach to tax planning.
Family Office Services FAQs
What is a family office?
A family office is a dedicated team that specializes in understanding the complexities surrounding wealthy families. These teams excel at developing and executing unique and often complex strategies designed to put wealthy families in the best possible position, for this generation and generations to come..This often includes investment and asset oversight, tax, estate, and legacy planning, and coordinating the work of these trusted professionals to carry out and pass down the mission and values of the family with legal and accounting professionals. At JNBA, we work closely with families to bring clarity and continuity to their financial lives.
What are the types of family offices?
There are typically two types of family offices: single-family offices and multi-family offices. Single-family offices are designed to serve a single family exclusively, often with in-house staff managing everything from investments to administrative tasks. Multi-family offices serve multiple families while offering the same high-touch, customized services. This structure allows families to benefit from deep expertise and comprehensive support, without the cost and complexity of building an internal team.
Do you need a family office?
ou might benefit from a family office if your financial world is growing more complex and you’re seeking a more intentional, integrated approach to wealth management. This could involve managing a business, coordinating wealth across generations, or overseeing complex investments and planning needs. A family office provides structure and alignment, simplifying decision-making and supporting long-term goals.
What makes JNBA’s family office services different?
JNBA's family office services provide thoughtful, hands-on support through our dedicated advisory team. We coordinate the many aspects of your financial life, from investment management to estate planning, while working collaboratively with your existing professionals. Our approach is tailored to your family's unique financial planning needs and designed to help you make informed, confident decisions.
