Services
Written for the accountant or estate attorney deciding whether to refer a client to Jason Howell Company, as much as for the family reading it. If we do it, it is listed here.
Investing
How the portfolio is built and what it is built for.
Discretionary portfolio management built around a family's goals, time horizon, and stated values, rebalanced against a documented policy rather than a headline.
Portfolios built for long-term value across changing economic and climate conditions — infrastructure, hard assets, and inflation-hedging strategies alongside environmental, social, and governance screening.
Planning
The work that happens before and around the money moving.
Comprehensive planning across cash flow, taxes, insurance, education, and retirement — reviewed on a schedule, not only when markets move.
Preparation before a business sale or other liquidity event, when the decisions that matter most are made months ahead of the wire.
Family
The disciplines that carry values, not just assets, to the next generation.
A documented multi-step process producing a family narrative, mission statement, and constitution, plus the meeting rhythm that keeps them in use.
Financial education for adult children and grandchildren, so inheritance arrives with the judgment to handle it rather than only the balance.
Lifetime giving strategy using donor-advised funds, community foundations, and private foundations, led in-house by a Chartered Advisor in Philanthropy®.
Coordination
Where we work alongside your other professionals rather than around them.
Work alongside your estate attorney to make sure titling, beneficiaries, and trust funding actually match the documents that were drafted.
Ongoing coordination with your CPA so investment decisions and tax positions are made in the same conversation instead of in April.
Independent review of what a family is exposed to — liability, disability, long-term care, and identity — with no commissions on what gets recommended.
We are glad to walk an accountant or estate attorney through how we work before any client is involved.
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