Governance for generational wealth
A unified Family Office solution that orchestrates your advisors, aligns your entities, and builds enduring legacy for tomorrow — whether you’re at Core or Pro scale.
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Client Reviewed & Trusted
How it Works
01
Discovery & Strategy
Deep dive into your structure, goals, and gaps
02
Blueprinting
Design a plan: governance, entities, coordination map
03
Implementation & Onboarding
We integrate, coordinate, and build infrastructure
04
Ongoing Execution
Quarterly reviews, pivoting, advising, resolving
05
Evolution
Transition from Core to Pro when complexity demands
What Sets Us Apart
Financial Chief of Staff: We don’t just consult — we lead, coordinate, and deliver across every function.
Holistic Integration: Investments, tax, legal, insurance & succession — all aligned.
Two tiers, one standard: Start with Core for structure; elevate to Pro when complexity demands enterprise-level governance.
Future-proof design: Our systems adapt with you, whether expanding to global, multigenerational structures or simplifying later.
Family Office Core
$5,000/mo
Starting at
Optional Wealth Management: 1% AUM
Project-based fees may apply for specialized events.
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What’s Included
Advisor and CPA coordination to ensure seamless execution.
Facilitation of advanced tax, legal, and estate planning.
Tracking of key deadlines and compliance.
Insurance and asset protection management.
Oversight of investments and private holdings.
Support for family meetings and legacy education.
Family Office pro
Custom
Custom pricing determined upon consultation.
Wealth management billed separately at 1% AUM.
Additional fees for M&A, liquidity events, or major restructures.
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What’s Included
Governance across trusts, FLPs, and holding companies.
Coordination with CPAs and attorneys on advanced estate and tax strategies.
Oversight of global tax compliance and cross-border reporting.
Risk engineering and advanced insurance strategies.
Retirement and investment oversight across plans and entities.
Family summits, governance charters, and philanthropic planning.
Concierge coordination for major assets and lifestyle management.
Past performance does not guarantee future results. All investing involves risk, including the potential loss of principal.
Simplify your finances. Amplify your freedom.
JCJ Wealth & Tax Advisory delivers integrated planning that connects your taxes, investments, and life strategy—so you can move forward with clarity and confidence.
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