SERVICES & SOLUTIONS

At Jensen Family Office, we make sure we take care of one of the most important things to our clients; finances. We carry the weight of all financial management services, so they do not have to worry about the intricacies of the day-to-day management of their wealth.

The financial services we offer include budgeting, reporting, accounting, investing, charitable donations, and movement of money on a global scale. Additionally, we will manage the utilization of your funds, taxing, financing, acquisitions of any kind, and any other decisions you may take that will impact your finances.

We want to create multi-generational wealth for our clients, and a sure way to do this is to make a suitable investment that will yield returns both in the short-term and long-term. However, doing this requires a level of expertise that, thankfully, the Jensen Family Office is built on.

To create wealth, we implement near fool-proof plans to guide your investment decisions in every stage, from asset allocation to portfolio construction. After we do this, we then meticulously monitor the performance of the portfolio and manage the risk to ensure that your interest as a client is being protected. We will also source opportunities not typically available to most investors, providing you access to an ecosystem of private market opportunities.

For our specific cadre of high net worth individuals and families, a unique problem arises due to their immense wealth - the proper management and prioritization of their investments. This is where Jensen Family Office comes in; our top portfolio management skills provide hands-on, daily oversight of your financial standing.

We carefully analyze all asset classes, investment vehicles, and their individual risks to ensure they are consistent with our client's values, goals, and beliefs and yield enough returns. We do this through portfolio diversification, rebalancing, and proper allocation of assets. The investment climate changes, but we ensure these changes don't affect our clients.

Every individual and business needs to have a good grasp of their asset structure as this shows how their assets are distributed across the various categories. Thus, this would give an idea of the earning power and level of risk.

At Jensen Family Office, we structure up our clients' assets so they can know which falls under liquidity, fixed, and securities investments. By doing this, we can maximize your tax situation, protect your assets so they can last for generations, split the operational risk associated with them, and adjust the asset structure to fit your life and family structure.

Succession has to take place for a legacy to live on, and for succession to go smoothly, estate planning also has to occur. Our clients are very concerned about the impact of their wealth on their children, the future of their business, and their own personal future, so we help them set up trusts and health care proxies as well as prepare inheritance contracts and enforce their will according to their specified wishes.

We ensure we effectively manage all their assets in the event of incapacitation by putting mechanisms in place to make the said assets continue to grow. Additionally, we perform risk analysis during the succession to prepare us for any scenario. This way, we serve as an independent and neutral party that will help the family during difficult situations.

Tax is a necessity that our clients have to deal with before they can know their net earnings. Thus, we provide a comprehensive understanding of income tax, equity tax, and tax situation during succession across Europe and North America. This understanding enables us to create structures that optimize tax in line with our client's professional and personal goals.

Since collaboration is our core value, if need be, we will bring in special consultants that can provide professional advice in an international context. This way, we will present our clients with several tax strategies and structures they can choose from.

Our job at Jensen Family Office is to adequately guide our clients to the best path they should follow in managing their wealth. We do this by leveraging various financial services, from accounting, budgeting, and reporting to portfolio construction, asset structuring, investment oversight, and estate planning.

To meet our clients' complex and particular needs, we offer a comprehensive and holistic approach in our advisory consultation. We do this to help our client's assets and investments grow and protect them for the coming generation.

For our ultra-high net worth clients, every decision they make regarding their wealth financing or otherwise can be polarizing, and it can be hard to know if they are making the right decision beforehand. This is why we maintain a team of highly-specialized strategic consultants to help our clients make these decisions.

To meet our client's complex and particular needs, we offer a comprehensive and holistic approach in our advisory consultation. We do this to help our client's assets and investments grow and protect them for the coming generation.

We ensure that our client's philanthropic investments are implemented optimally. It is not just about putting money into a charity but that the funds should be used effectively and for projects that our clients empathize with. Additionally, we also objectively analyze every philanthropic commitment made from a cost/benefit point of view.

To do this, we work hand-in-hand with our clients to find out what charities they are truly interested in - this is where our work truly begins. After all this is done, we provide our clients with periodic reports on the progress of all their philanthropic investments.

Although we are a wealth and asset management firm, we don't just manage the financial aspect of our client's lives. We also get involved in the more administrative and personal operations, basically anything that can make our clients' lives easier. We offer bespoke administrative services such as personnel management, book-keeping, property management, insurance management, and the provision of concierge services.

If need be, we can extend our hands into other parts of your lives, such as aircraft leasing and the management of an art collection. This way, your lifestyle is adequately managed without any hiccups. We will keep every process seamless and organized while keeping you in the loop.