SJS MULTI-FAMILY OFFICE SERVICES
Coordinated and integrated services through your trusted advisor.
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
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
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
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
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
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
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