MODERN family office services

  • You're a next gen start-up, entrepreneur or business owner and we're a next gen Family Office!
  • With J. Bradford you get institutional capabilities with small business commitment and flexibility.
  • We'll help establish and operationalize family governance process and procedures to reduce risk.
  • You'll get value, breadth, experience and expertise for your entire business and financial enterprise.
  • We'll be your fiduciary partner to help steer, manage, research, prepare and review performance dashboards for all of your financial matters, business interests, investment opportunities and charitable endeavors.
  • We'll be accountable to consult, communicate and orchestrate across all parties that need to be involved to get things done.
  • And if you're not a high net worth individual yet, that's OK. Call us, part of our job is to help you become one!

Potential Family Office Services could include any combination of the following, but are not limited to:

  • 2nd opinion of your existing investment portfolio and strategies from a fiduciary
  • Independently sourced venture capital / private equity / angel investing opportunities
  • Donor Advised Funds -- strategies and deployment
  • Family philanthropy; grant, foundation and scholarship making; charitable giving
  • Board service (corporate or non-profit)
  • ESG Integration - Environmentally friendly and socially responsible investing in companies with strong corporate governance
  • Business offer or acquisition evaluation
  • ESOP, ESPP, RSU Restricted stock and option management and exercise strategy
  • Part time CFO/COO or other executive management in your business interests
  • J. Bradford Mosaic employee benefit offering for your employees
  • Evaluation of buying or selling personal or investment real estate
  • Invoice / bill-pay services
  • Payroll and staff management
  • Coach, manage, mentor children or siblings in business or charity operations
  • Financial Planning, estate planning; family legacy and wealth transfer strategies
  • Help with loss of a loved one; eldercare decision making
  • Executor and trustee services
  • Analyze and audit recommendations from other third party professionals
  • Business plan or business operations analysis
  • Independent investment analysis, investment management or SMA
  • Bond ladder construction
  • Derivative or currency strategies to manage risk
  • International securities
  • Tax implications and analysis; tax sensitive strategies; tax preparation
  • Workplace benefit election, workplace investing and executive compensation strategies
  • Longevity planning
  • College planning, saving and selection.
  • Portfolio optimization and asset correlation analysis
  • Valuation, appraisal and possible display or disposition of wine, art, collectibles or antiquities

Full J. Bradford Services Brochure