Strategic risk guidance for legacy, philanthropy & protection planning
JMBI offers strategic, comprehensive advisory services designed to protect personal legacies, support philanthropic goals and manage estate transfers with foresight and care. Our risk-focused approach ensures your intentions are secure today—and for the future.
Solutions to protect your legacy, proactively structured
JMBI understands that wealth often brings exposure and desire for legacy planning, to protect your interests and impact. We work closely with personal legal counsel and financial advisors to structure protective frameworks that safeguard clients from liability, minimize reputational risk, and insulate assets across personal and professional contexts. From trust planning to charitable giving, our discreet, strategic guidance gives clients clarity and control in uncertain legal landscapes.
Purpose-driven giving and estate continuity planning
Philanthropy and legacy are often intertwined. We help clients structure charitable giving and estate transfer plans with a risk-aware mindset: maximizing tax efficiency, managing potential conflicts, and ensuring execution reflects intent. Whether establishing family foundations, donor-advised funds, or generational transfer vehicles, our team aligns planning with personal values, while reducing exposure to financial or legal vulnerability.
A hands-on approach for your future benefit
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Frequently asked questions
We identify liability risk areas and work with advisors to structure protections such as trusts, limited liability entities, and legal separation of assets.
Yes, we help clients develop giving strategies that are tax-efficient, aligned with their philanthropic goals, and protected from administrative or legal challenges.
We advise on succession planning, tax exposure, family governance structures, and risk mitigation strategies for multi-generational estate transfers.
Absolutely. We integrate into your existing advisory team to align insurance and risk solutions with legal, tax, and estate planning strategies.
Contact us today to discuss legacy protection, charitable planning and estate transfer solutions
When we say we are “client first,” we mean it. The best way to learn more about how JMBI can help build a risk management plan is to talk to one of our industry leading professionals.