JMC ADVISORS

JMC Advisors is an independent trusted advisor to families. Our experience will save your family time, money and effort in addressing your family office needs. We have expertise on a broad range of family offices issues; setting up new offices, establishing legal structures, investment portfolio structures and optimizing taxes - income and wealth transfer plans. Tim Kelly, our founder, is independent, objective and has a broad perspective from his years of experience... JMC Advisors was formed to help ultra-high net worth families preserve, grow and efficiently transfer wealth to their descendants. You succeeded in creating wealth. Now you need the right approach to sustain your legacy. Is a family office right for you? Developing and implementing the right plan is a challenge. To meet this challenge many families seek counsel from an experienced advisor. You deserve an advisor whose interests are aligned with yours. JMC Advisors is an independent advisor. We design customized..

Also known as: JMC Advisors LLC