Who We Are
JMC Advisors is an independent trusted advisor to families. Our experience will save your family time, money and effort in addressing your family office needs. We have expertise on a broad range of family offices issues; setting up new offices, establishing legal structures, investment portfolio structures and optimizing taxes – income and wealth transfer plans. Tim Kelly, our founder, is independent, objective and has a broad perspective from his years of experience.
Tim has spent his career meeting the needs of closely held businesses and their owners. He began as a tax professional with Arthur Andersen. He followed his public accounting experience with 25+ years as a senior executive in single family offices. He is skilled at advising early stage family offices on the strategy and tactics for creating high performing family offices that meet the unique needs of individual families. Combining experience with a close network of family office executives and service providers allows JMC Advisors to deliver significant value for clients.
More Information on our founder, Timothy Kelly.
