JSS EXCLUSIVE
Trust & Financial Safeguarding
Planning for your legacy
INDUSTRY EXPERTS
Managing the growth of your business and providing support that encompasses business continuity, governance, and succession – JSS Pro’s Trust & Family Business services help structure your legacy. Keeping your goals in sight, we advise on the best strategies to invest, manage and transfer your assets so that you can reap the maximum benefits from your arrangement.
JSS Pro becomes the client’s family office and takes care of everything related to their personal finances. Our certified financial planners take time to understand your goals, enabling us to be very selective about the bets we pick. In essence, we become your personal CFOs.
APPROACH
COMPONENTS
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Capital sourcing and budgeting
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Investment portfolio & budgeting
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Retirement planning
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Succession & related party planning
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Operating cycle & cash flow plan
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Insurance planning
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Formation of private family trust
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Assessment of financial, legal & other risks
