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Multi-family Office

Multi-family Office

Jess S. Morgan & Company offers a full range of services for Multi-family offices.

Jess S. Morgan & Company will be your advocate and counsel in all of your family’s dealings with attorneys, agents, brokers, staff, and other professional advisors. We offer the security that comes with knowing that you have an experienced team to help you manage any and all financial matters that you will face throughout your lifetime.

Nonprofit

Nonprofit

Jess S. Morgan & Company, Inc. offers a wide array of services for foundations, Non-Profit, Organizations, and philanthropic individuals.

Our Services

We have a long history of working with Foundations and Non-Profit Organizations. Our capabilities and experiences are broad. We are a full service company available and trained to handle all of your staffing and administrative requirements.

Areas of expertise and services available include the following:

  • Grant making
  • Reviewing grant proposals
  • Reviewing grant operations, which is of particular importance to multi-year grants
  • Execution of grant operations
  • Reporting and contact with current and prospective grantees
  • Donor Relations, including stock and other forms of transfer
  • Board of Director support which includes meetings, Executive Director communications and preparation of minutes
  • Representing the organization at events
  • Finance and Bookkeeping, which includes budgeting and monthly financial statement reporting

Athletes

Athletes

Jess S. Morgan & Company offers a full range of services for the professional athlete.

A Strong Advocate
We are your advocate in all your dealings with attorneys, agents, and sponsors in both your business and financial affairs.

Startups

Startups

Jess S. Morgan & Company offers a full range of services for startups.

The startup phase is an exciting time in the life of a business. It's a chance for the entrepreneur to make their vision a reality. The startup also has significant challenges. A small list of those challenges includes the following: managing growth, collecting receivables, renting space, and hiring employees. Jess S. Morgan and Company can advise you on many of the business issues that a young company faces.