SJS MULTI-FAMILY OFFICE SERVICES

Coordinated and integrated services through your trusted advisor.

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Financial Planning

We help you discuss and discover your priorities and what want to accomplish in life. We can provide the tools and resources necessary to help you achieve the lifestyle you desire.

  • Business transitions

  • Retirement planning

  • Lifestyle planning


Investment Management

Rooted in MarketPlus Investing®, our process of investing and designing portfolios to help you achieve your financial goals, SJS is duty-bound to serve as a fiduciary, putting your interest first.

  • Asset allocation

  • Investment monitoring and rebalancing

  • Opportunity sourcing and due diligence

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Legacy Planning

We seek to assist you in figuring out what legacy you want to leave. We can assist you and your other professionals to explore charitable opportunities, design a plan for giving, implement it, and evaluate the impact.

  • Foundation formation

  • Gifting strategies

  • Philanthropy guidance

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Trust and Estate Coordination

We have the resources to help you review and collaborate with your trusted estate professionals to develop, update, and implement a comprehensive estate plan tailored to your needs.

  • Asset protection

  • Estate planning

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Accounting, Reporting, and Tax Planning

We work with your accountants and professionals on beneficial tax strategies and simplification of your balance sheet.

  • Tax considerations

  • Report consolidation

  • Asset location

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Family Engagement

We know that family dynamics are ever changing and challenging at times. We help facilitate the necessary conversations, education, and decisions with the goal to instill confidence that all members of your family can protect and preserve their wealth.

  • Multi-generational planning

  • Children education and engagement

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Insurance and Risk Management

Through regular conversations and evaluation, we help you effectively identify and manage risks or gaps in your situation.

  • Coverage considerations for life insurance, annuities, disability insurance, and long-term care insurance

  • Risk evaluation and improvement

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Your Unique Needs

We help provide solutions to make your life simpler. What matters to You matters to us. No issue is too big or too small; we will work with third-party providers as needed to find a solution.

  • Bill pay

  • Real estate management

  • Private aviation consulting

  • Fine art/collectible valuations

  • Household staffing and administration

  • Healthcare advocacy and advice