Family Office

Secure, comprehensive and tailored. JTC Edge is a holistic approach to managing your wealth and related affairs. 

One dynamic team of independent thinkers. The JTC Edge Ambassadors are industry leaders with a wide range of skills and experience whose shared purpose is to use their expertise to add value to our clients and their families. 

Complimentary modules provide a consolidated view of your financial and non-financial assets, while our range of administration, fiduciary and succession services – built on 25 years of trusted advisor experience – deliver the peace of mind that allows you to focus on what really matters; making decisions, securing the future and ensuring your legacy.  

A truly consolidated view of your financial and non-financial assets

Administration

Our independence and experience enables us to bring an objective perspective to the complexities of wealth administration. We create a tailored suite of resources for each client family, providing additional expertise and experience when it comes to providing trust administration and core accountancy services, right through to personalised payroll and bill payment services for assets and bespoke day-to-day lifestyle management services. 

Acting as a hub for all administrative matters, we are able to ensure that all service partners are working in synergy as well as optimising services to ensure wealth management plans are executed in the way that benefits our clients the most. 

Fiduciary services

Our relationships are built on the fundamentals of trust and communication. Understanding our client’s aims and objectives enables us to advise on the most appropriate trust structures for their family now, and in the future. And when it comes to philanthropic goals, we have the expertise to assist with strategic charitable planning to achieve efficient and measurable results. 

Business & Family Succession

Governance

We work closely with our clients to implement sophisticated governance structures that reflect each family’s values. Our global experience and reach enables us to advise on foreign business ownership and international legal and fiscal implications, as well as being proactive when it comes to leading families through key regulatory requirements and trigger events.  

Committees

Transferring wealth is about far more than just the numbers. As an independent advisor, we can provide cross-cultural committee members who can help families devise effective business management committee structures, which are not only efficient, but also create a forum to enable the family’s vision and values to be transmitted to the next generation.

Succession

Setting a course to protect and grow family wealth across several generations requires clear direction and careful stewardship. By engaging with several generations of the same family, we can build strong, effective solutions to lead our clients and their families through the complex challenges of managing generational wealth.

Education

Building the foundations for tomorrow’s leadership begins today. We believe education is at the heart of empowering all generations of a family, so offer a wide range of practical insights and focused wealth education geared to each family’s needs. Engaging with younger family members to build strong financial skills teamed with real world awareness helps to preserve and sustain your family’s vision for generations.