Family CFO Concept

At Jackson Financial Management, we provide cost-effective Family CFO services for significantly less than the cost of a typical Family Office. This allows us to offer our Family CFO services to successful families who typically would not have access to a traditional Family Office.

Our Family CFO concept is designed as a customized & flexible combination of advisory services catered to your family’s unique needs and complexities. Below are examples of core and ancillary services that can be included in your Family CFO relationship with us.

CORE
SERVICES

COMPREHENSIVE FINANCIAL PLANNING

GLOBAL INVESTMENT MANAGEMENT

ESTATE PLANNING

RISK MANAGEMENT & INSURANCE PLANNING

TAX PLANNING

COORDINATION OF PROFESSIONAL ADVISORS

 

ANCILLARY
SERVICES

PHILANTHROPHY & LEGACY PLANNING

BUSINESS SUCCESSION PLANNING

TRANSITION PLANNING

REAL ESTATE PORTFOLIO PLANNING

CONTRACT NEGOTIATION

CAREER & EMPLOYMENT CONSULTING

FAMILY EDUCATION & GOVERNANCE

EXTERNAL INVESTMENT DUE DILIGENCE, RESEARCH & REVIEW

CONSOLIDATED PORTFOLIO PERFORMANCE REPORTING

QUALIFIED & NON-QUALIFIED RETIREMENT PLAN DESIGN & IMPLEMENTATION

DEBT NEGOTIATION & RESTRUCTURING