Johnson Investment Counsel

Family Office Services

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We develop sophisticated solutions that assist families having a net worth of more than $10 million with accumulating, preserving, and transferring wealth.

Family Office Services Body Text

Our Family Office Services Focuses on Your Family Legacy

A family, like any team, needs an intelligent game plan. Family Office Services is focused on building family wealth for a lasting legacy. We create and implement sophisticated solutions that assist individuals and families with a net worth in excess of $10 million in accumulating, preserving, and transferring wealth.

But success is measured by more than numbers – we remain attuned to your family’s unique and changing needs to develop, coordinate, and implement an integrated plan that creates a positive impact for generations.

Our Family Wealth Advisors Coordinate, Integrate, Simplify

Building, preserving, and effectively transferring wealth over multiple generations requires more than wise investing. A sophisticated and trusted family wealth advisor helps you navigate the intricate issues and challenges faced by high net worth families. Your strategies need to complement your family’s unique values and goals. We synchronize all the complexities of family wealth management with your team of advisors to plan for the near term as well as generations to come.

Our Family Wealth Management Services

Johnson Investment Counsel offers comprehensive family office services that help families preserve wealth and reach their investment goals.

What Differentiates Us?

Passionate Client Focus: We truly care about focusing on client service and long-term solutions rather than short-term sales goals or shareholder value. Our success comes from effectively serving clients through consistent, personal relationships spanning many years.

Expertise: We attract and retain wealth management professionals with proven experience and expertise in developing and implementing innovative wealth plans, and who proactively apply their knowledge to work closely with your other advisors.

Proven Investment Performance: Our Portfolio Managers will customize an approach for your goals and objectives through strategic and tactical asset allocation decision-making, individual stock and bond portfolios, and investment manager selection and monitoring.

Define Your Legacy: We remain focused on your family and share your objective to keep generations grounded, connected, and productive by transferring wealth in positive ways. We work with you to reflect your family’s core values in your legacy plan.

If you have questions or want to learn more about our Family Office Services, please contact one of our expert team members for more information.