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Our Approach

The JFG Difference

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

Advising

  • Thoughtful, streamlined advisory services resulting in simplicity and peace of mind - so you can focus on what matters most
  • Integration of estate planning, risk management solutions, tax optimization and asset protection
  • Access to JFG's exclusive Platinum Services Network - a curated list of the countries finest service providers

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
  • Bespoke family coaching & meeting facilitation
  • Rising generation education
  • Philanthropy
  • Family Governance
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