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Family Wealth Advising

Our Family Wealth Advisory services help you answer questions like...

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How can we make the full impact that we're capable of?

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How do I ensure our family is united and connected as we manage our financial wealth?

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How do we take care of the wealth within our stewardship? 

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How do we pass our family values on to the next generation?

As guides in this landscape, we've heard many questions like the above from families who have recently "summitted" financial wealth. Family Wealth Advising is our approach to family office services. It's designed to help families joyfully navigate their stewardship and build a legacy beyond their wealth.

  • Life Planning

    Guiding the discovery of your unique desires and dreams for your future. Uncovering your ideal way of spending your time and making an impact.

  • Rising Generation Education

    Facilitating the teaching of stewardship to rising generations. Instilling family values into the hearts of each family member.

  • Impact Capital

    Identifying how much of your capital can be used to magnify your efforts to make a difference in the lives of others.

  • Family Manifesto

    Defining your family's values, mission, and vision. Fanning the flame of your family's legacy.

  • Tax Planning

    Implementing tax strategies to minimize taxes throughout your lifetime and for generations to come.

  • Wholistic Review

    Maintaining a consolidated list of all family holdings. Ensuring all family assets and liabilities are working together for your best interest.

  • Family Meeting Facilitation

    Helping you conduct family meetings where you get the opportunity to meld your legacy with the lives of the rising generations. Share values and passions while gaining a deeper understanding and appreciation for the viewpoints of all family members.

  • Investment Management

    Managing your financial wealth by utilizing evidence-based principles, low-cost investing, and thoughtful diversification.

  • Cash Flow

    Analyzing how you can enjoy security throughout the rest of your life while putting excess funds to work in the pursuit of joy and service.

  • Risk Management

    Protecting what you've built from potential threats.

  • Estate Planning

    Developing a plan to ensure your end of life wishes are honored, your assets are protected, and your family is prepared to carry on the family legacy.

JBW families have quite the list of ways they have used their impact capital to bolster their community and families. Ventures such as building homes for others, organizing scholarships, giving to family and friends, starting businesses, saying "yes" to bucket list items, funding philanthropic capital campaigns, establishing trusts to care for future generations, making meaningful donations to charities, and that's only the beginning.

Making An Impact

Other Service Packages

Comprehensive Planning and Investment Management Only services are also available upon request. These service offerings have a more limited scope than the Family Wealth Advising offering.

Let's Chat!

At JBW, we guide families to build a legacy beyond their wealth. We are committed to going BEYOND… beyond typical advice, beyond your financial wealth, and helping you see beyond what you thought was possible.


Want to find out if we'd be a good fit? We'd love to learn more about your family!

Start the Journey
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