Thoughtful planning and education for families and future generations.
Through Private Banking and Wealth Management, we deliver Family Education and Governance Services for clients for whom wealth management has become its own business. Our customized approach – based on more than 75 years of experience with affluent families – allows clients to engage with Monticello Wealth Management and Jefferson Bank to build, manage, and preserve family wealth. It includes developing clear communications that can help identify issues of concern and avoid conflict.
Our Family Education and Governance Services Include:
- Managing legacy and investable assets with integrated financial strategies
- Information management and tax reporting
- Liability and risk management
- Family continuity
- Educating young adult generation not associated with family