Wealth Management

Knowing where your money is and how it is being spent is essential to a family's future financial well being. JDJ will help a family understand their consolidated financial picture by providing the following services:

Financial Reporting - preparation of quarterly consolidated and detailed statements of net worth on a market value basis.

Cash Management - preparation of spending forecasts and implementation of a cash management program to fund current and future plans.

Investment Evaluation - analysis of private investment opportunities and investment managers.

Investment Performance and Diversification - monitor overall performance on a consolidated basis against industry benchmarks and indices.  Ensure diversification is consistent with financial plan.

Risk Management - evaluate the adequacy of insurance policies and monitor changes in risk which require an adjustment to insurance coverage.

Tax Planning - monitor tax efficiency of investment activities and provide recommendations as appropriate.

Estate Planning - oversee the proper implementation of a family's estate plan. Administer and monitor family trusts.

Bill Paying - process payment of all bills and invoices and reconciliation of bank statements and other routine financial activities.

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