Company Overview

J.M. Arbour is a Multi-Family Office headquartered in Maine and Arizona.

What do we do?

We grow, safeguard, and transition wealth for individuals, families, and companies.

How do we do it?

We build teams of professionals around you, your family, and your business to ensure that your investment, insurance, legal, tax, family governance, personal and cyber security, and lifestyle affairs are aligned.

Offerings:

• Fee-based investment advisory

• Alternative Investments in Venture, Credit, Equity, and Total Return

• Insurance planning, implementation, monitoring

• Estate and multi-generational planning

• Tax mitigation and elimination strategies

• Business succession and exit planning

• Private investigation and executive protection

• Concierge

Who we serve:

We serve individuals, families, business owners, and Employer Sponsored Plans.

Mission:

To be the first call a client makes when important decisions need to be made.