JFO Group

JFO Group LLC, based in Irving, Texas, provides comprehensive wealth management services, including investment management with private equity and asset allocation, alongside estate management for legacy and trust administration, primarily serving high-net-worth families and family offices. The firm offers a full suite of integrated wealth services, encompassing tax planning, property management, financial reporting, family governance, and succession planning. Operating on a fee-based model, JFO Group has not raised external funding. The company maintains an estimated valuation of $5.3 million and generates approximately $1.6 million in annual revenue, supported by a team of 11 to 20 employees. Leadership includes CEO Alex Hawkins, Managing Director Sue Fish, Tax Director Catherine Franklin, and CFO Cynthia Hanko. Founding details for the organization are not publicly available.