TRUSTED FIDUCIARY FOR YOUR FAMILY

  • Our Offerings

    We integrate expertise from all aspects of managing the complexity of wealth, with an emphasis on listening, protecting privacy and building a high-trust relationship so we can support you in achieving your life goals.

  • Our Mission

    Provide support to families of significant wealth who are relationship-driven, have limited time and struggle with the complexities wealth brings, and believe they need help achieving their personal life goals

  • Our Values

    As a fiduciary, we focus on delivering maximum value with objective, independent advice and complete cost transparency.

As a business owner, entrepreneur, or senior executive, we are aware of how demanding and busy your life is, as well as the new worries retirees have. We can all identify with the challenges of finding balance. We value the trust you place in us to manage your family's financial needs on a day-to-day basis. Partnering with a fiduciary-only company without incentives to steer you toward self-serving decisions is an easy way to simplify your complex life.

We make it a policy to decline any profit-sharing arrangements that run counter to a family's best interests. We are committed to acting as your family's fiduciary, always putting your personal and financial interests above our own.

With your interests always in mind, SHG Family Office is committed to offering independent, unbiased advice with complete cost transparency. We place a strong emphasis on listening intently, protecting your privacy, and forging trustworthy relationships to go along with our wealth management expertise. We at the company think about the future and recognize that your family does as well. Our multigenerational approach offers the assistance required to uphold morals and leave a lasting legacy, including aiding in educating and preparing subsequent generations.

Our goal is to make your life easier so that you can focus on growing your business, reaching your goals, spending time with your family, and keeping your wealth for future generations.

We understand what keeps you from getting a good night’s rest

SHG
Multi-Family Office

SHG (Saratoga Hills Group) Multi-Family Office offers comprehensive financial planning to individuals, families, and business owners. Asset management, insurance, estate planning, business consulting, and insurance are some of the services we offer. Our advisory team, which consists of CPAs, attorneys, real estate specialists, and trusted advisors, provides our clients with thorough and current advice.

In order to help people manage, secure, accumulate, enjoy, and distribute their wealth in a way that advances their goals, we combine a team approach with individualized services for our clients. In addition to helping our clients plan for retirement and their estates, we want to help them get richer and leave money to themselves, their loved ones, and their favorite charities.

Our competitive advantage is built on the unique combination of high-touch, individual service provided by our associates, unmatched market access, and specialized knowledge. We are able to concentrate on meeting client needs thanks to this tactic. We are very proud of how our organization is able to meet the clients' needs, which are getting more and more complicated, by focusing on goals and service. We create enduring client relationships that are warm, considerate, and incredibly responsive.

Jennifer Feng
LUTCF, CLTC
Founder and Managing Partner

Jennifer Feng, LUTCF, CLTC, is the founder and managing partner at Saratoga Hills Group with a background in financial planning, business consulting, and personal development. With more than 20 years of experience in the financial services field, Jennifer takes great pride in offering tailored suggestions and solutions to ensure her clients' financial security and professional success. The extensive services provided by her team include tax and estate planning, life insurance consulting and implementation, family CFO, and global asset management.

Jennifer Feng has been recognized as a top producer both nationally and internationally in the financial services industry. She has been a premier member of MDRT since 2005.