Family Office Services
Johnson Trust Family Office Services excels at creating and implementing sophisticated solutions that assist high net worth individuals and families in accumulating, preserving, and transferring wealth. We focus on providing integrated wealth advisory services to clients with a net worth or investment assets exceeding $10 million.

Johnson Trust Family Office Services offers integrated wealth management services, including investment management, estate planning, family legacy, philanthropic planning, and asset protection. With Johnson Trust Family Office Services, you have a consistent, personal relationship with an experienced Portfolio Manager who is dedicated to implementing your plans using customized knowledge of your family relationships and goals. As your trusted advisor, we will collaborate with your other advisors to ensure communication, teamwork, consistency, and innovation in your wealth management plans.

Sophisticated Solutions
  • Investment Management
  • Estate Planning
  • Family Legacy Planning
  • Philanthropic Planning
  • Asset Protection

 


Bret H. Parrish, CFA
Director of Family Office Services

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