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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