Bruce Beerbower

"I work with wealth creators, business owners and C-suite executives who have accumulated significant assets and wish to transform their hard work into a legacy for future generations."
About Bruce Beerbower

Sophisticated strategies for substantial wealth
My seasoned experience as a CPA and CFO and my entrepreneurial background are strategic advantages that position me to deliver comprehensive wealth management tailored to each individual's needs. I present sophisticated approaches that span the many elements of wealth, including tax mitigation, trust and estate planning, and portfolio construction.
To do so, I leverage the firm's broad suite of capabilities and thought leadership to help clients manage their balance sheets, create wealth transfer mechanisms and grow/preserve a meaningful legacy.
I am backed by the fortress balance sheet and intellectual strength of J.P. Morgan, which I deliver via a bespoke and boutique setting.

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Insights

Family Legacy

When disaster strikes: How to give with intention and impact

April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Investing

Building up: How we see infrastructure investment expanding

April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
Markets

5 thoughts on the market’s tariff tantrum

April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
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