James Family Capital

Closed
1800 John F Kennedy Blvd
Philadelphia, PA 19103

James Family Capital is a Philadelphia-based family office founded by the descendants of Richard T. James, the inventor of the iconic Slinky toy. With a focus on managing the wealth of their own family and other families alike, they offer a range of services including global investment management, family governance and business succession planning, philanthropy and impact investing, tax, trust and estate strategy, comprehensive wealth planning, and lifestyle concierge services.

As a privately owned and family-run firm, James Family Capital prides itself on its independence and objective approach to investment recommendations. They prioritize understanding the unique needs of each family and provide personalized solutions to help them achieve their financial goals. With a commitment to long-term success, they also offer financial education resources for younger generations and assist in the creation and management of private foundations. Through their expertise in tax and estate planning, they help families navigate the complexities of multi-generational wealth, while their lifestyle concierge services cater to various personal and business needs.

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