James Thomas

James F. Thomas, Jr. (Buddy) is a prominent figure known for his philosophy of 'Enrich Your Family...Enrich the World'.

Buddy operates a family office characterized by a central location, seasoned staff, and a meticulous process to address significant family wealth decisions.

His approach is results-oriented, offering tailored strategic and tactical advice while providing the flexibility to engage without any obligation to invest in additional financial products or services.

Buddy's expertise lies in coordinating various aspects of wealth management including economic, legal, accounting, and family governance to help clients actualize their future visions.

Specializing in assisting families during transitions, Buddy focuses on enhancing family well-being, optimizing cash flow, managing net worth efficiently, minimizing taxes, and aligning wealth with charitable causes.

Buddy has created innovative tools like The Superplan®, a Family Wealth and Relationship Management System, and The Widow’s Bridge®, a comprehensive guide for surviving spouses encompassing emotional and financial well-being.

He is also an acclaimed author, with notable works including 'The Coming Widow Boom', 'Ridiculously Rich or Truly Wealthy?', and a producer of the weekly video series titled 'The 55 Second Financial Fiduciary', offering concise family wealth guidance.

Buddy's dedication to helping families thrive and make a positive impact on the world through sound wealth management strategies sets him apart in the financial advisory domain.