The Buchanan Group

About The Buchanan Group

Partnering with clients to turn wealth's complexity into a clear, coordinated plan.

The Buchanan Group partners with a select group of families, entrepreneurs, executives and business owners—many with deep roots in the Austin community—to help navigate the complexities of significant wealth. Drawing on decades of combined experience and the global capabilities of J.P. Morgan, the team works closely with clients to define priorities, address transitions and develop thoughtful strategies for the growth, preservation and transfer of wealth across generations.

We coordinate with J.P. Morgan specialists and our clients' outside advisors to integrate investment management with tax-aware planning, estate considerations, charitable giving and business succession approaches. Our goal is to provide attentive guidance and proactive engagement so clients can remain focused on what matters most to them—whether building their business, pursuing personal passions or enjoying time with their family.

Investment approach

A coordinated approach to managing complexity
The Buchanan Group serves families, entrepreneurs, executives and business owners through an integrated framework that combines investment management with planning considerations. Leveraging decades of combined experience and the global resources of J.P. Morgan, we develop strategies to help grow, preserve and transfer wealth across generations.

Integrating investment and planning strategies
Our work extends beyond portfolio management to include:

• Tax awareness: Structuring portfolios and transactions with an eye
  toward efficiency
• Estate considerations: Coordinating with estate counsel to support
  legacy objectives
• Charitable giving: Identifying and implementing philanthropic
  strategies
• Business succession: Helping prepare for transitions, liquidity
  events and ownership changes

Guidance for complex holdings
Specialized capabilities are available for clients managing significant or illiquid positions, including:

• Executive compensation: Navigating stock option plans and
  deferred compensation
• Concentrated equity positions: Evaluating diversification and
  hedging techniques
• Liquidity events: Deploying proceeds in alignment with long-term
  objectives
• Exit planning: Coordinating strategies for business sale or transfer

Resources and relationships
Clients benefit from:

• Direct access to the team's senior advisors
• Award-winning research and market intelligence
• Broad investment menu including traditional and alternative assets
• Comprehensive banking, lending and fiduciary services through J.P. Morgan

Ongoing engagement
Through consistent communication and regular reviews, The Buchanan Group adjusts strategies to keep pace with evolving priorities—allowing clients to stay focused on what matters most to them.