Latest news with #JonathaneRicci
Associated Press
12 hours ago
- Business
- Associated Press
Jonathane Ricci Recognized by Lawyers of Distinction, Featured in The Washington Post
Jonathane Ricci recognized by Lawyers of Distinction in The Washington Post for his expertise in international tax and asset protection. TORONTO , ONTARIO, CANADA, June 16, 2025 / / -- As prominently featured in The Washington Post, Lawyers of Distinction has recognized Jonathane Ricci, CEO and Founder of JR Wealth Management, in its prestigious 'Most Influential Lawyers' list for 2025. This acknowledgment highlights his significant impact in international tax and wealth management, specifically noting his managed expertise in International Tax and Asset Protection in New York, NY. This notable inclusion underscores Ricci's pioneering achievements and substantial influence within the legal field, as determined by industry leaders and peers. 'This recognition affirms our commitment to setting new industry benchmarks,' said Jonathane Ricci. 'By blending innovative legal and financial strategies, we continue to deliver exceptional value to our clients, especially in complex international tax and asset protection scenarios.' This feature in The Washington Post amplifies JR Wealth Management's standing at the forefront of international legal and financial innovation. About JR Wealth Management JR Wealth Management combines elite managed legal know-how and know-when with sophisticated wealth management strategies, delivering institutional-grade solutions through a boutique approach. Our proprietary methodologies integrate advanced tax optimization, strategic asset protection, and innovative wealth building frameworks, ensuring intergenerational prosperity for high-net-worth individuals and family offices. Jonathane Ricci JR Wealth Management +1 855-571-3669 email us here Visit us on social media: LinkedIn Legal Disclaimer: EIN Presswire provides this news content 'as is' without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
Associated Press
17-02-2025
- Business
- Associated Press
Jonathane Ricci and JR Wealth Management Announce ‘Dynasty Shield‘ Wealth Preservation Strategy
JR Wealth Management introduces 'Dynasty Shield,' a comprehensive strategy to protect and preserve family wealth across generations. TORONTO, ONTARIO, CANADA, February 17, 2025 / / -- Jonathane Ricci, CEO of JR Wealth Management, today unveiled 'Dynasty Shield,' a cutting-edge wealth preservation strategy designed to protect family fortunes across generations. This innovative approach combines advanced planning techniques, sophisticated investment strategies, and managed legal expertise to safeguard legacies and ensure enduring prosperity. 'At JR Wealth Management, we understand that preserving wealth is not just about protecting assets; it's about building a legacy that can withstand the test of time,' said Jonathane Ricci. 'Our 'Dynasty Shield' strategy provides families with a comprehensive framework for safeguarding their wealth and ensuring that their values and intentions are carried forward for generations to come.' 'Dynasty Shield' incorporates several key elements: - Multi-Generational Planning: Developing a long-term vision that considers the needs and aspirations of future generations, ensuring that wealth is managed responsibly and sustainably. - Advanced Trust Strategies: Utilizing sophisticated trust structures to protect assets, minimize tax liabilities, and provide for beneficiaries according to the family's wishes. - Strategic Asset Allocation: Implementing a diversified investment approach that balances growth potential with risk management, safeguarding wealth from market volatility and economic uncertainty. - Philanthropic Planning: Integrating charitable giving and legacy goals into the wealth preservation strategy, allowing families to create a lasting positive impact on the world. - Managed Legal Expertise: Collaborating with a network of legal professionals to ensure that all aspects of the wealth preservation plan are legally sound and aligned with the family's objectives. 'Our 'Dynasty Shield' strategy is particularly relevant for clients seeking to establish a lasting family legacy,' added Ricci. 'It provides a comprehensive framework for safeguarding wealth, ensuring that future generations are well-prepared to manage and preserve the family's financial heritage.' This new offering reflects JR Wealth Management's commitment to providing clients with innovative solutions and expert guidance to navigate the complexities of wealth management across generations. By implementing 'Dynasty Shield,' families can gain peace of mind knowing that their wealth is protected and their legacy is secure. About JR Wealth Management: JR Wealth Management is a leading wealth management firm dedicated to empowering generations to achieve financial mastery and lasting prosperity. With a client-centric approach and a commitment to excellence, JR Wealth Management provides bespoke solutions tailored to the unique needs and aspirations of each client. JR Wealth Management LinkedIn Legal Disclaimer:
Associated Press
10-02-2025
- Business
- Associated Press
Jonathane Ricci and JR Wealth Management Introduce 'Family Harmony Program'
JR Wealth Management launches 'Family Harmony Program' to guide families through generational wealth transfer and foster unity. TORONTO , ONTARIO, CANADA, February 10, 2025 / / -- Jonathane Ricci, CEO of JR Wealth Management, today announced the launch of the 'Family Harmony Program,' a comprehensive initiative designed to guide families through the complexities of generational wealth transfer while fostering unity and open communication. 'At JR Wealth Management, we understand that wealth transfer is more than just a financial transaction; it's a deeply emotional process that can impact family dynamics,' said Jonathane Ricci. 'Our 'Family Harmony Program' is designed to facilitate a smooth and harmonious transition of wealth while strengthening family bonds and ensuring a lasting legacy.' The program encompasses a range of services, including: - Family Wealth Education: Workshops and seminars to educate family members about wealth management, financial planning, and legacy goals. - Communication Facilitation: Creating a safe and supportive environment for open communication about wealth, values, and expectations. - Legacy Planning: Developing a comprehensive legacy plan that reflects the family's values and ensures their wealth is used to support future generations. - Trust and Estate Management: Guiding families through the complexities of trust and estate administration, ensuring a seamless and managed transfer of wealth. - Conflict Resolution: Providing resources and support to address potential conflicts and disagreements related to wealth transfer. 'Our 'Family Harmony Program' is particularly relevant for clients utilizing our Wealth Preserver family office solution,' added Ricci. 'It allows us to provide a truly comprehensive approach to wealth management that extends beyond financial matters to support the well-being of the entire family.' This new offering reinforces JR Wealth Management's commitment to providing clients with managed holistic solutions that address both financial and personal objectives. By fostering family harmony and facilitating a smooth wealth transfer process, JR Wealth Management helps clients build a lasting legacy that reflects their values and supports the well-being of their loved ones for generations to come. About JR Wealth Management: JR Wealth Management is a leading wealth management firm dedicated to empowering generations to achieve financial mastery and lasting prosperity. With a client-centric approach and a commitment to excellence, JR Wealth Management provides bespoke solutions tailored to the unique needs and aspirations of each client. Jonathane Ricci JR Wealth Management LinkedIn Legal Disclaimer:
