Serving Generations of Leading Families
For over 85 years, Jones, Nale and Mattingly has served prominent Kentucky families. We offer the highest level of confidentiality not only among third parties, but also among family members. We understand the complexity of dealing with multiple generations of family dynamics. Our goal is to assure that potential conflicts are avoided while facilitating your family goals. We coordinate with attorneys, investment consultants and other key members of your team.
In addition to tax planning and tax return preparation, we offer:
- Family governance
- Client education
- Family meetings
- Coaching and facilitation
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Overview
Services"JONES, NALE & MATTINGLY provides me with the information I need on a one-to-one basis. They do it all.”
-Tim Barnes
President,
Hometown Bank of Corbin
