“Our family office was basically running off a spreadsheet. We knew that we had to professionalise and properly separate our private and business affairs – but had been putting this off for a while as the task seemed too big. JTC Private Office managed the Entire process for us and we are very proud of the new set-up.”
Situation
A long-standing client is an active business executive, having founded a successful private equity business that saw exponential growth over a number of decades ahead of an Initial Public Offering (IPO).