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Our Approach

The JFG Difference

Johnson Family Office (JFG) is a Family Office that started as a private investment company for our founding family. We understand the responsibility, complexities and opportunities that come with success.

Advising

  • Organizing and consolidating financial information
  • Coordination of outside advisors as General Contractor
  • Integration of estate planning, insurance planning and tax planning
  • Access to exceptional outside advisors upon request (e.g., attorneys, accountants, insurance brokers)
  • Highly curated relationships/referrals to some of the country’s finest service providers for a select group of needs: Concierge medicine, Cyber security, etc.

Investing

  • Holistic investment policy framework – starting with the end in mind
  • Unique private capital flywheel platform
  • Completely open architecture, no proprietary products
  • Construction of wealth engines to create passive income
  • Enhanced cash management strategies
  • Review of outside private capital opportunities

Comprehensive Financial Planning

  • Dynamic balance sheet optimization
  • Cash flow / liquidity management
  • Scenario analysis and estate modeling
  • Risk management / threat assessments
  • Intergenerational wealth transfer
  • Pre- and post-liquidity event planning

Human Capital

  • Annual Human Capital Summit
  • Wealth Roadmap creation
  • Rising generation education
  • Leadership development
  • Optional bespoke family coaching & meeting facilitation

Our Fiduciary Responsibility

JFG selects managers based on proven merit, not a proprietary line-up of limited options. Our only priority is our clients’ success, and we have a fiduciary responsibility to put their interests first.

We operate as a Securities and Exchange Commission Registered Investment Advisor*, and are thus held to the highest fiduciary standard. Our only priority is our clients’ success, and it is our fiduciary responsibility to put their interests first. We are able to minimize conflicts of interest by never working on commission, managing proprietary products, or engaging in revenue sharing arrangements.

*Registration with the SEC does not imply a certain level of skill or training

Potential Conflicts Trust Company Wirehouses Brokers JFG
Spread? Yes Yes Yes NO
Commissions? Yes Yes Yes NO
Revenue-share / Kick-backs? Yes Yes Yes NO
Proprietary Products? Yes Yes Yes NO
Dark Pools? ? Yes Yes NO
Transaction-based Advice? Yes Yes Yes NO
Cross Selling? Yes Yes Yes NO
Dually Registered? ? No Yes NO
Fiduciary? ? ? ? YES