JFG WEALTH MANAGEMENT, "A Better Way"
PART 1 – THE ORIGINAL FAMILY OFFICE
In the mid 1900’s a young industrialist by the name of Wallace E. Carroll started a small manufacturing company.
Over the years, Wallace grew his small company into a global conglomerate that included an airline, a railroad, a property and life insurance company, and 80 manufacturing companies.
As the business grew so did the financial complexities.
Wallace responded by creating a unique office to manage his family’s investments, land holdings, accounting, philanthropy, and other family needs.
He didn’t know it at the time, but Wallace was pioneering the early days of the “Family Office.”
In 2002, Wallace’s grandson, Brandon Johnson, took the helm as CEO of the family office. He saw a unique opportunity to offer the same high-end services to other like-minded families, and formed the Johnson Financial Group.
Today Johnson Financial Group serves a very select group of families across the United States.
PART 2 – A BETTER WAY
From the beginning Johnson’s vision was to create a better way…a more trustworthy and objective model for investing his family wealth…a model that truly placed the needs of his family first.
As a result, Johnson re-examined everything.
What were his true returns?
How much risk was he really taking?
What were his actual fees…including the hidden ones?
And most importantly, was his advisory team truly putting his family’s interests ahead of their own?
He quickly realized he was part of a massive system he would never fully understand. A system that was broken.
So he changed everything.
He transformed his family’s traditional approach of relying on a single financial firm for investment products, and set out to find the very best-in-class solutions.
Johnson focused on increasing transparency, lowering fees, removing conflicts that exist with single firm proprietary products, and achieving better outcomes for his family.
This meant building a truly independent team of industry leading investment professionals.
As a result of his success, Brandon established JFG Wealth Management, a subsidiary of the family office, with the intention to offer a broader circle of high net worth families unparalleled access to the same holistic, conflict-free, investment management model.
PART 3 – FOLLOW THE FAMILY THAT FIGURED IT OUT
The benefits are truly exceptional.
JFG Wealth Management starts with the end-goal in mind. Clients have exclusive access to the same best-of-breed, unbiased managers, and strategies that Johnson employs for his family office clients.
Access to exclusive, alternative investment offerings. Lower fees. High-touch service.
And, most importantly, access to accountability, objectivity and transparency, utilizing quantitative research, and financial science to customize each client’s portfolio…
To work for them.
Continuing the Johnson family mission by helping families successfully preserve, manage, and transfer wealth from one generation to the next is what JFG Wealth Management is about.
Follow the family that figured it out.
JFG Wealth Management®.