Highly personalized family office wealth management for ultra-high net worth families

At Johnson Family Office Services, our ultra high net worth families experience highly personalized family office wealth management solutions from their dedicated advisor team. Our sophisticated approach to strategic planning and investment management helps affluent families navigate even the most complex situations. Our team of highly credentialed professionals includes wealth advisors, attorneys, trust officers, and research analysts who provide access to our full scope of services. We work in concert with your other advisors to ensure coordination of all aspects of your overall strategy.

Discover our full scope of ultra-high net worth wealth management

  • Private Investment Management

    Our family office advisors are experts in investment management and strategies, including evaluating and selecting investments, capital call management, distribution management, reporting on individual funds or portfolios, and determining appropriate ownership or entities to hold these investments.

  • Johnson Trust Company

    Nearly all of our Family Office wealth management relationships involve Johnson Trust Company. We provide estate planning counsel alongside our clients’ attorneys, and can also serve as a corporate trustee, agent, or executor. Our family office advisors are well-versed in handling multiple entities and types of accounts.

  • Team Structure

    In order to ensure a high level of service and attention, our family office advisors manage a limited number of clients. A 4-6 person team, led by a Managing Director, includes portfolio managers and client service professionals, as well as support from trust officers and attorneys within Johnson Trust Company.

  • Coordinated Partnerships

    We coordinate lending solutions through exclusive partnerships with asset custodians, banks, and more, in order to best serve our clients’ real estate, business, and personal lending needs.

  • Asset Protection and Risk Management Consultation

    With unique assets come unique asset protection needs. As part of our focus on providing counsel and guidance for risk management, our teams will coordinate with high end insurance providers.

  • Full Suite of Services

    All Johnson Family Office clients have access to our full suite of wealth management and investment services including:

    • Investment Management
    • Tax Planning
    • Estate Planning & Trust Services
    • Retirement Planning
    • Net Worth Monitoring
    • Charitable Planning
    • Education Planning
    • Insurance Review & Risk Analysis
    • Succession Planning
    • Cash Flow Management & Reporting
    • Alternative & Private Investments
Our Team

Driven by a genuine heart to serve

Our mission to “deliver peace of mind through trusted counsel, exemplary service, and a genuine heart to serve” has guided our clients through challenges, whether personal, economic, or market-related. Our team of experienced, compassionate professionals always works in your best interest.

Invested in your success

Every significant moment or change you experience in your life, whether personal, economic, or investment-related, impacts your long-term financial future. We understand how important it is to find a wealth management partner who takes the time to listen and understand what you hope to achieve throughout your journey.