Jim Duffy is a Partner with over 25 years of experience serving the family-owned business community.
He specializes in helping privately-held businesses and families meet their strategic, financial and personal goals. He provides guidance on matters such as succession planning, estate planning, tax planning, mergers and acquisitions, financing, and operational improvements.
With deep experience on both the business side and the personal planning side, Jim works closely with families in providing consistently outstanding client service. He actively looks to provide clients with recommendations and guidance to meet their toughest challenges. Jim’s proactive approach and dedication to client relationships makes him an invaluable trusted advisor to his clients.
Jim is a long-time member of the Wiss Executive Committee where he helps lead the Firm’s strategy and vision and oversees the Firm’s Advisory and Family Office practice areas.