J.M. Arbour, LLC

Overview

J.M. Arbour, LLC is a privately held multi-family office serving as a strategic partner to individuals, families, and enterprises seeking to grow, preserve, and transition wealth with precision and purpose. The firm offers a range of services, including investment advisory, financial planning, and retirement plan consulting, tailored to meet the unique needs of each client. Their approach integrates specialists across disciplines to ensure alignment across all aspects of clients' financial worlds, including investments, insurance, tax, legal structures, estate design, business planning, family governance, and lifestyle management. J.M. Arbour is home to the JMA Private Credit Series, the JMA Venture Fund Series, and the JMA All-Cap Value Strategy; all publicly available with assets custodied at Charles Schwab. The firm's investment philosophy emphasizes a collaborative and comprehensive approach, leveraging a team of aligned professionals to deliver tailored guidance across personal investments, company-sponsored retirement plans, advanced insurance planning, estate strategies, tax mitigation and elimination, private security, family governance, and concierge services. This holistic strategy aims to address complex financial needs and turn clients' ambitions into actionable plans and life goals into lasting realities.

Investment Focus

• High-net-worth individuals
• Families
• Closely held businesses

Portfolio Companies