Case Study: Wealth Analysis Tools and Reporting
Wealth Analysis Tools and Reporting
Mr. Marcus is a successful entrepreneur with multiple wealth managers, an active interest in alternative investments, and a net worth of over $100 million. The complexity of Mr. Marcus’ extensive holdings meant that he received a mountain of statements and paperwork from a variety of sources, but did not have a high level summary of his investments at his fingertips, which hindered his ability to make decisions. If a wealth manager recommended a tactical reallocation, for example, Mr. Marcus was unable to accurately assess how that change would impact his overall financial picture.
JDJ’s services are a perfect fit for Mr. Marcus’ needs. JDJ organized and analyzed Mr. Marcus’ investments and provided him a detailed picture of his entire portfolio, including actual asset allocation compared to target allocation, and fair market value. JDJ also provides Mr. Marcus a quarterly report that summarizes his net worth, including balance sheet, profit and loss, cash flow, and capital commitments. These tools give Mr. Marcus the comprehensive view of his finances he needs to make informed decisions.
When Mr. Marcus determines what new investments he wants to pursue, JDJ does the time-consuming job of completing the necessary forms and paperwork. Working with JDJ enables Mr. Marcus to manage his personal finances with the same strategic approach he uses to run his company. Mr. Marcus calls his decision to work with JDJ "one of the soundest business decisions I've ever made."
Personal Accounting and
Net Worth Reporting
Mr. Edward was a very busy man with a family, two homes and multiple business ventures. As one of his ventures evolved, the complexity of Mr. Edward’s day-to-day activities increased.
Jane and Joseph Cooper were referred to JDJ by their accountant, who knew their household employment situation was in disarray.
Trust and Estate
Mr. Jones had a complicated estate plan consisting of multiple trusts. In addition, he had a disabled child who would benefit from a special needs trust.
Tax Planning and
It was September 30th and Ms. Murphy’s tax accountants desperately needed long overdue information to complete her very complicated tax return by the October 15th deadline.
The Wilson family decided to purchase a home in an area of Florida where they often vacationed, and asked JDJ to assist them with this undertaking.
The Martin family came to JDJ for assistance managing their busy lives, which included young children, demanding careers, and multiple homes.
Acquisition of a yacht can be one of the stepping stones you have planned for in your life. Taking care of details, to ensure you enjoy that achievement is our job.
It can be challenging for children of affluence to handle money in a responsible manner. As a result of our long-term client relationships, JDJ often works with multiple generations of a family...
Questions? Contact us to learn how JDJ can make a difference in your life.