For families who have amassed significant wealth, establishing a family office is often a prudent solution for centralizing the management of their complex financial affairs. With our expertise and personal approach, we can professionally address your family’s financial concerns by facilitating education in family governance, financial literacy and investment management to meet multi-generational goals.
Please remember that Jefferson Bank will never contact you and ask you for personal information. Should you ever feel like your information has been compromised, please contact us at (210) 736-7600.