JR Wealth Management, a Toronto-headquartered firm, has launched a family office service called Wealth Preserver.
Led by the firm’s founder and CEO Jonathane Ricci , the new offering is aimed at high net worth and ultra-HNW families, business owners and senior executives.
Jonathane Ricci
"Our Wealth Preserver service acts as a trusted partner, guiding families through the complexities of wealth preservation, legacy protection, legal frameworks, and inheritance control, ensuring lasting multi-generational prosperity,” Ricci said in a statement today.
Offerings from the new service include sophisticated tax optimization; guidance on laws and regulations; creation and management of portfolios; wealth transfer; philanthropy, and family governance.