Customized services for your family’s unique needs

For ultra high net worth families, Johnson provides a dedicated team who fine tunes the ways your wealth is invested, preserved, and accessed for each generation. Johnson Family Office Services provides highly personalized wealth management solutions and a sophisticated investment approach to help you navigate even the most complex situations. Johnson Family Office Services is a part of our Private Client Group which serves individuals and families.


Support for every facet of your financial life

Working together with Johnson Trust Company, we integrate all aspects of estate planning and coordinate with your attorney to ensure your legacy endures.
We can manage every aspect of your finances and investments, providing a dedicated team who will work with you personally to manage everything from estate planning, lending, and business and personal financial planning.
We work in close partnership across all of our divisions to give you access to our full scope of services. We also coordinate and facilitate discussions with family and external advisors to help implement your plans and achieve your goals.
We take pride in the tenure of our employees and the continuity of client service it provides.

We Offer a Full Suite of Family Office Services

  • Asset & liability management
  • Advise on insurance & asset protection
  • Cash flow management
  • Income tax planning
  • Family mission statement development
  • Estate & wealth transfer planning
  • Philanthropic planning
  • Business succession planning
  • Relationship management
  • Asset protection planning

Find out how our Family Office Services can help you

Philanthropic Planning

Make meaningful, tax-deductible charitable gifts via Johnson’s Charitable Services that maximize tax and financial planning benefits and establishes a philanthropic legacy for future generations.

Johnson Trust Company

Align your estate plan with your values, so the vision you have for your wealth can thrive.