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High Net Worth Families/Individuals
Jos-Phar has access to all the professionals that typically staff a
multi-family office (an office where more than one affluent family is
serviced). Jos-Phar provides what the affluent family desires: control over
their financial affairs.
We also provide many of the services that often
the affluent family does not have the time or desire to do for themselves.
We try to provide the extras that others don't. (We don't walk dogs
personally but we do know others that do for example).
We will provide you
with a "complete" financial picture; we will do our best to provide what you
require. Some of the services provided directly by Jos-Phar or indirectly by
partnering Advisors:
>> Investment Policy
>> Asset Allocation Strategies
>> Investment Management
>> Customized Portfolio Performance Reporting
>> Portfolio Structure & Diversification Strategies
>> Insurance Counseling
>> Tax Planning & Preparation
>> Trust & Estate Planning and Reporting
>> Intergenerational Wealth Planning
>> Family Governance Solutions
>> Generational Transitions
>> Philanthropic Services
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Bill
Paying & Banking
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Budgeting
>>
Net Worth Compilations
>>
Document
Management
We provide a full range of services to many families and individuals. We provide personalized accounting, tax and financial services to clients who have reached a level of success that requires the dedicated attention of professionals. We provide a full service to portfolios for high-net-worth individuals and families, endowments, foundations and corporate retirement plans.
High net worth families have multiple investment needs and multiple advisors. We provide our clients with the opportunity to consolidate those concerns and draw on the expertise of our management team to coordinate their resolution. We will do a full review or research specific issues, whatever our clients desire. We are here to serve as the investment resource center for all the financial issues of concern to our clients.
Family Office Concerns
Our family office services provide expert assistance and coordination of the following elements:
Most accountants are not familar with the reporting requirements for Trusts & Estates strictly regulated by the states. We also offer this service.
Trust & Estate Accounting
Is your Trust & Estate accounting current? Are you satisfied with your accounting staff? Could your current accountant use help? Is
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