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JL Financial Advisory Overview
Type
Single Family Office
General Information
JL Financial Advisory is a single-family office headquartered in Zug. The firm provides comprehensive investment management and advisory services for a private family, focusing on wealth preservation and long-term capital growth across multiple asset classes. With a disciplined approach to portfolio construction and risk management, JL Financial Advisory aligns its strategies with the family's objectives—supports direct investments, private equity, and alternative asset allocations for sustained generational wealth.
Contact Information
Institution Type:
Single Family Office
Leadership & Principals
Corporate Office:
Zug, Switzerland
Portfolio & Notable Allocations
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