Company Overview
A Boutique Multi-Family Office
J.M. Arbour 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.
What We Do
We grow, safeguard, and transition wealth, intentionally and comprehensively. Whether managing personal capital, family assets, or complex business interests, we design and execute strategies that align with your life’s ambitions and the legacy you aim to leave behind.
How We Do It
At J.M. Arbour, we curate bespoke advisory teams built around you, your family, and your enterprise. These teams integrate specialists across disciplines to ensure alignment across all aspects of your financial world including investments, insurance, tax, legal structures, estate design, business planning, family governance, and lifestyle management.
Our Services
Investment Advisory (Fee-Based)
Discretionary portfolio management rooted in risk-aware, tax-efficient strategies.
Private Market Access
Selective opportunities across venture capital, private credit, private equity, and total return strategies.
Insurance Advisory
Sophisticated planning, implementation, and ongoing monitoring of risk transfer solutions.
Estate & Generational Planning
Multi-generational wealth structuring, including trusts, succession, and philanthropic vehicles.
Tax Strategy
Design and execution of advanced mitigation and elimination strategies across income, capital gains, and estate tax exposures.
Business Succession & Exit Planning
Strategic advisory for owners navigating transitions, liquidity events, or generational transfer.
Risk Management & Private Security
Access to discreet private investigation and executive protection services.
Concierge Services
Tailored lifestyle support to meet the evolving needs of families and executives.
Who We Serve
High-net-worth and ultra-high-net-worth individuals and families
Entrepreneurs and business owners
Family-owned enterprises
Employer-sponsored retirement plans and executives
Our Mission
To be the first call our clients make when meaningful decisions must be made.