Family Advisory

Starting your own legacy requires laying a strong foundation that will shield your personal fortune against wealth depletion factors. Jefferson Trust will act as a one-stop solution platform to assist clients in the development of their own Family Office structure. Our service is a holistic solution that incorporates the key services of:

  • Asset Management
  • Consolidation & Reporting
  • Direct Investments
  • and coordination of the Family Office set-up with best-in-class experts (including but not limited to legal, tax and trust professionals).