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Jess S. Morgan & Company, Inc. is a full service business management firm founded in 1967. The Company acts as a personal “CFO” for its clients, employing specialized professionals in all areas. The Company together with the client’s attorney, agent, personal manager, and other outside professionals plan and manage both the client’s business and personal financial affairs. Business management includes a full range of financial services including: financial planning, accounting, insurance, intellectual properties, and real estate. The Company employs individuals with expertise in each of these areas, and by doing so creates a sense of security for the client. By entrusting their financial concerns to Jess S. Morgan & Company, Inc., the artist, athlete, professional, foundation or entrepreneur can focus on career, family, charity, and leisure.
We have the knowledge and expertise to effectively address every aspect of our client’s insurance needs, including coverage placement, claims submission, and audits and appraisals. We maintain an active network of major insurance companies and agency relationships worldwide that assist us in navigating the complex legislative, financial, and social issues that influence insurance decisions. As an independent, uncommissioned advisor, we provide the client with appropriate, competitive recommendations to satisfy diverse insurance needs.
We oversee all aspects of contracts and licensing related to film and television, music, and literary properties in both domestic and foreign markets. Service offerings available include:
We can manage all aspects of our client’s investment and residential real estate, including purchases, sales, construction, financing, and property management. We work closely with a variety of related industry professionals to address all real estate needs. We provide services ranging from identifying real estate investment opportunities to actively managing rental property to negotiating the most favorable refinance terms available.
The Company provides comprehensive financial planning and accounting services to its clients. These services range from budgets and fair market value statements, to estate planning reviews, and bill paying. The Company manages both client receipts and expenses, which allows the business management team to provide monthly financial statements to each client. This service frees the client from the hassles of managing the minutiae of their daily financial affairs. This deep knowledge of the client’s financial picture allows the management team to provide fully informed advice on any financial decision that a client may need to make.
The principals at Jess S. Morgan & Company, Inc. have provided trustee and executor services for over forty years. The principals who engage in trustee work have full certification in all the relevant jurisdictions. Jess S. Morgan & Company, Inc. prides itself on the long relationships it has fostered with its clients. These relationships, some of which have spanned decades, enable the principals to form a deep understanding of our client base. This makes Jess S. Morgan & Company, Inc. the natural choice for trusts and estates.