Sax LLP
Jourdan Wilner is a seasoned professional in family office services and financial management, currently serving as Manager of Family Office Services at Sax LLP since March 2023. With extensive experience in the field, Jourdan has been self-employed at JW Wealth Management, LLC since October 2016, providing a range of bookkeeping, business management, family office, and financial concierge services. Previous roles include Family Office Services Supervisor at Berdon from December 2019 to March 2023, and various accounting and client service positions at CWS CPA LLP, Marks Paneth LLP, Riverside Oral Surgery, and Ian Schrager Company. Jourdan holds a Bachelor of Arts in Public Relations from Mount Saint Mary College and an Associate of Science in Adolescent Education/Biology from Dutchess Community College.
Sax LLP
Sax LLP is a multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations and high-net-worth individuals. For more than 60 years, we have offered industry-specific expertise, comprehensive service offerings and client-centric results. Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Through our unique Client Service Delivery Model, we offer the right business solutions to help our clients turn their dreams and vision into reality. With offices in Parsippany, N.J., Pennington, N.J. and New York City, we have a keen sense of what it takes to succeed in this competitive and ever-changing marketplace.