The essential services you need.

Our team is dedicated to servicing high income/net worth individuals and families. As part of our holistic approach for people with complex financial lives, we deliver financial administration services directly, or coordinate with your other advisors to provide seamless integration and clarity surrounding your personal financial affairs.

We act as a family’s own personal CFO, offering services that include:

• Financial Organization
  • Bill Paying
  • Banking & Reconciliations
  • Cash Flow Histories
  • Budgeting
  • QuickBooks™
• Document & Record Management

JPFO does not provide tax compliance or preparation services, but does currently, work closely with the CPAs and professionals at CBIZ MHM, LLC in Plymouth Meeting, PA. We will help clients organize and use our financial reports to communicate tax sensitive information to CBIZ or the client’s chosen tax professional.

Our partners at CBIZ MHM will work with the team at JPFO to offer:

• Tax Compliance
• Tax Planning

JPFO has worked closely with legal and financial professionals, families, beneficiaries, trustees, and executors to meet the needs of these entities.

Our team can provide personal, trusted support in the following areas:

• Trust Administration
• Co-Trustee and Co-Executor Services
• Compliance issues

JPFO can refer clients for their insurance needs, which they identify, and assist in evaluating and analyzing the insurance needs product prepared by the risk manager.

We have direct access to brokers, including CBIZ, for the following areas of interest:

• Benefits
• Property & Casualty
• Personal Lines
• Life Products

Drawing on our 75 years of combined experience in helping individuals with their financial related issues, complex family matters have been experienced and resolved in good fashion.

The JPFO team is highly experienced in the following areas:

• Family meetings
• Financial education
• Generational planning
• Mentoring