Over time, a successful business may have generated significant family wealth, enabling its members to accumulate assets that ensure their immediate and future generations' financial security. Every family that has owned a business or that has substantial investment assets appreciates the importance of a hands-on, service-oriented approach.
At J.H. Cohn we take pride in our ability to help families like yours achieve their financial objectives, and enhance the wealth they have created, while preserving their family's legacy and perpetuating the core values they hold most dear.
We understand that our clients deserve partner-level attention, and we respond to their demands with a focus on integrity, consistent reliability, responsiveness, and a commitment to technical excellence.
Our objective is to help families identify and achieve their short and long-term goals based on the distinctive dynamics that support their strategic vision and mission as a family.
Through our Personal Services Group, we offer the following range of services:
- Asset management and investment monitoring
- Business consulting and management
- Business valuations
- Concierge services, including management of household staff and household payroll, cash management and bill payment, contract negotiations, and eldercare management
- Estate and succession planning
- Facilitation of family councils
- Financial management, planning, and reporting
- Generational guidance
- Insurance analysis and risk management
- Philanthropic planning and execution
- Real estate consulting and implementation
- Tax planning
- Trust planning and compliance services
- Trustee services
- Wealth management