JCM Private Client Group

Become a client

Becoming a client with us is easy. Simply fill out our information request form below and we will contact you soon or call 508.747.2237.

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Detailed Review of your Estate
Access our 30+ Years of Experience.

Once you sign up for the Private Client group by clicking on the cart button below , a key executive from JCM will contact you to initiate the detailed review of your entire financial, estate and business world. At the end of the engagement, JCM will provide you with a quantifiable deliverable that will clearly outline the exposures that exist in your current planning and more importantly, outline what steps need to be taken to remove those exposures and eliminate the inherent risk with them.

JCM Private Client Group

An exclusive membership to the JCM Private Client Group will provide you and your family with VIP access to the JCM family of businesses, unique value offerings and your personalized Private Client Group platform.

Our mission is simple: to provide you and your family with an experience that is based on exceptional deliverables and premium access to all of the JCM global offerings. This high touch concierge relationship and the meticulous attention to detail will afford you the luxuries of a family office. Our team of professionals has deep experience in exceptional client relationships and will be accessible to you on demand.

JCM is excited to provide you with your new exclusive membership and the privileges that come with it – a welcome to the JCM family.

Members of the JCM Private Client Group enjoy the following concierge benefits:

VIP Access to:
JCM Principals
JCM Advisory Services
JCM Franchise Development
JCM Mortgage
JCM Trust Company
JCM Opportunity Fund
ONE Sotheby’s International Realty, FL
Estate Plan Legal Counsel,
Boca Raton, FL

Each JCM Private Client Group member receives an exclusive membership card which affords them VIP status at the many JCM-affiliated venues listed here.

Estate Services
Estate Plan Legal Design Analysis
Trust Administration
In-force Life Insurance Analysis
Estate Tax Analysis
Collaboration with Existing Advisors
Leveraged Gifting Strategies
Threshold Alerts
Dedicated Technician
Real Time Legacy Planning

Legal Services
Legal Consultation,
Draft, Prepare, Execute Legal Documents:

  • Pour Over Wills
  • Revocable Trusts
  • Irrevocable Trust
  • Health Care Proxy
  • Prepare/Delivery Crummy Notices
  • Power of Attorney
  • Family Dynasty Trust