Family Office

Canada's JR Wealth Management Forms Family Office Service

Editorial Staff October 28, 2024

Canada's JR Wealth Management Forms Family Office Service

The new offering will be led by the firm's chief executive and founder.

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 (pictured below), 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.

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