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. Our experienced team provides 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