Private

Wealth Management Services

Jakob Fugger offers comprehensive wealth management services through its worldwide network of private consultants and affiliates who have expertise in asset analysis, selection, and management. We can also provide access to tax, estate, accounting, and legal strategists who can deliver the independent guidance needed to create wealth that spans generations. Their aggregate services go beyond simple portfolio management to integrate a client's financial goals and well-being with the products and services required to accomplish those goals.

Our consultants and affiliates go beyond fundamental and technical analytical techniques with proprietary technology and artificial intelligence systems to identify ideal assets and transactions for a client's portfolio. They do not deliver static plans, but develop structures that enable simple adjustments to asset allocations. They also strive to anticipate changing market conditions and to adapt a portfolio to reflect those conditions and the evolution of a client's own goals.

Clients that rely on Jakob Fugger to develop a wealth management plan will benefit from structures that feature direct ownership of investment assets with reduced costs for management and administration

flexibility to enable modifications that respond to changes in risk tolerance
diverse asset allocations
management that serves a client’s goals and needs first
creation of intergenerational wealth with reduced estate tax burdens
consultants that are compensated for knowledge and advice rather than sales of investment products that serve the company’s needs over the investor’s goals
technology-driven innovation
true wealth that delivers cash liquidity in addition to a strong base of investment assets
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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