Boutique

Family Office Services

Independent Advisors

Jakob Fugger’s family office services can help high net worth investors unify and manage their needs. Our independent advisors combine our expertise in private wealth management, goals-based financial planning, private investment access, estate planning, debt origination and cash liquidity, trust services, and philanthropic planning to create family offices that alleviate the daily burdens of investment oversight within a family structure.

Extensive Experience

We have formed a network of third-party advisors that have extensive experience in working with families to develop customized wealth management solutions that will fortify meaningful connections, foster independence, empower succeeding generations, and establish succession-planning mechanisms for family-owned businesses.

Our advisors

Our advisors start from the premise that governance and education are functions of identifying the family’s financial values, goals, interests, and requirements. They reject universal solutions and adopt a personalized approach that aims to protect a family’s unique legacy. Ultimately, they recommend the optimum family office structure that helps the head of the family to define long-term objectives.

Our advisors will help to facilitate and lead:

Family Meetings
Philanthropic Goals
Education of Successive Generations
Career and Life Coaching
Financial and Investment Literacy.

Determining the Need for a Family Office

Jakob Fugger’s advisors begin engagements by identifying the benefits of a family office. Most families that start a family office have portfolios with a value of at least US$50M. Within this environment, a family office can:

Help to maintain control of assets and implement defined processes to make decisions
Preserve the family’s privacy and confidentiality
Establish economies of scale through the collective buying power of aggregated assets
Enhance a unity of purpose
Establish a dedicated management structure with defined roles for the provision of key services.
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For most families with assets in a range of US$50M, a multi-family office structure can accomplish all of these purposes while saving administration costs. Families with investment portfolios valued at more than US$100M might prefer a single-family office with dedicated management that is not responsible for other family office structures. A Jakob Fugger family office advisor will recommend the optimum alternative and provide options for different management and administration structures.


Determining
Family Office Goals

In conjunction with determining the need for a family office, Jakob Fugger's advisors will consult with families to establish goals. Those goals will determine the overall complexity of the final structure that they recommend. The factors they consider will include more than just financial and investment goals and will include the geographic diversity of the family, relationships with financial, legal, and accounting advisors, differences between personal and group interests, exit structures, and succession planning.

Goals will not be met unless the family appoints a family wealth manager who brings experience and professionalism to the task of growing and protecting a portfolio for future generations. Because no role is static, succession and transition planning must be incorporated into the family office structure. Jakob Fugger’s advisors help families to address these and other challenges that often go unaddressed as families grow and expand.

Jakob Fugger is a _________________ company. We are providing this and other information on a broad range of investment topics on this page for the benefit and edification of our actual and prospective clients. This information is not intended to be and should not be treated as legal, investment, accounting, or tax advice and is for informational purposes only. Individuals who access this Website should under no circumstances rely upon this information as a substitute for their own due diligence or for obtaining specific legal, accounting, or tax advice from their own professional advisors.

Nothing contained in or published on this Website is intended to be and individuals who access this Website should not construe anything herein as an offer, solicitation, or recommendation with respect to any investment transaction, product, or strategy. Past performance is no guarantee of future results. All material has been obtained from sources believed to be reliable, but its accuracy, completeness, and interpretation cannot be guaranteed.

Jakob Fugger operates strictly in accordance with the Securities Laws, Rules, and Regulations of the jurisdictions in which we conduct our business and operations. We do not offer all of the products and services referred to herein to all Users of this Website or in all jurisdictions from which a User may access this Website. We do not maintain licenses to provide specific financial products or services and we have elected not to pursue any licensing that would interfere with or unduly restrict our primary business of originating, funding, and administering private loans to accredited investors that have the knowledge, experience, and resources to understand the benefits and risks of those loans. Certain of the products and services referred to on this and other pages may be offered through our affiliated or independent contract third-party service providers. If and to the extent that we refer to or link to third parties that offer products or services that require licensing, the user who accesses such third-party links has the sole responsibility to verify the validity of those licenses and the third party’s authority to offer products and services thereunder.
4300 N 1st St, San Jose
95134, California
United States