Through our Family Office offering we endeavor to serve as a CFO of the investment, legacy and business needs of wealthy families. We present a unique platform to access innovative investment ideas and deals across the product spectrum of JM Financial Group.
The family office offering aims at a successful integration of investments for personal and business needs while maintaining complete confidentiality and privacy. Aided by in-depth research and analysis our wealth advisors present investment ideas facilitated not only through JM Financial Services but also from the product offerings of the JM Financial Group. Regular monitoring and review forms an integral part of the process through well-defined risk management tools which oversees the individual families risk return profiles.