Ultra high net worth (UHNW) families face many challenges in passing down their wealth to the next generations. JCF surveyed financial advisors, attorneys and service providers on proven strategies for bridging generational divides and creating sustainability in the client–advisor relationship.
JCF is the donor advised fund of the Jewish community.
Since 1972, we’ve helped our fundholders make their giving simpler, smarter and more impactful – along the way growing one of the largest and most active donor advised funds in the world, managing $2 billion in charitable assets for over 4,100 funds.
JCF’s Private Client Group serves many third- and fourth-generation UHNW families, and offers customized services to meet their needs.
Contribute cash or appreciated securities and take the maximum tax deduction this year.
Choose how your funds are invested – with potential to grow your charitable dollars tax free.
Make grants on your own timeline—to qualified charities in any sector—and JCF will handle the paperwork.