Wealth Partners

The Amar Group

Welcome

Your wealth represents so many things: your security, your legacy, your intentions for future generations, and your ability to create a better life for yourself and those around you.

At The Amar Group, we understand the breadth of those intentions. We are a high-striving team that works with a small group of clients by design. Our culture is close-knit and hard-working, designed to help you uncover efficiencies across the scale of your finances. We are purposely built to help you grow and transfer your wealth more effectively, adding ease and capacity to your life.

Here are the ways we look to make a meaningful difference for you and the people you value:

• Attuned to your situation. If you are a wealth creator, entrepreneur, senior executive, family office, sports executive, professional entertainer or foundation, we understand the specifics of your situation. We've worked in wealth management and investing for more than 30 years, so we know the challenges and opportunities that accompany different paths to wealth.
• National and global in our scale. We serve clients throughout the United States. We're also comfortable advising families about crossborder wealth, knowing that significant wealth can have a global footprint.
• Addressing your needs. When you become a client, we look to integrate multiple aspects of your wealth across investing, planning, next-generation transfer, pre-liquidity event planning, concentrated stock strategies, banking and lending. The smaller scale of our practice allows us to dedicate focused attention to your needs, constantly asking ourselves how we can improve your situation.
• Making meaningful introductions. The scale of J.P. Morgan allows us to connect you to a deep bench of specialists, who can offer their acumen and insights. We also facilitate introductions within our professional network, amplifying the scope of your reach.
• Service you can feel. In an age of nameless call centers and endless phone loops, we are a refuge for you and your family. You will reach us directly, and we will know your situation, ready to respond. Our service ethic is one of our key differentiators—an ingrained part of our team that adds convenience and ease to your life.
• Educating the next generation. We take the time to know your family, building lasting ties that deepen over time. We also mentor the next generation, educating them about investing and finance, so they can serve as capable stewards of your wealth.

Our investment approach

You entrust your wealth to us, and we take that mandate very seriously. Here are a few of the ways we look to differentiate our investment approach:

• We offer a tax-sensitive mindset: We understand the critical importance of tax-minimization strategies for ultra-high-net-worth families. Our founder, David Amar, formerly practiced as a CPA, so he brings a heightened awareness of tax issues across investing, wealth transfer, charitable giving and business structuring. We maintain steady collaboration with your tax and legal advisors, meeting regularly to discuss next steps.
• We are client-centered: No two clients are alike in their portfolios. We cater to that individuality at a granular level, addressing client needs by harnessing all the resources at our disposal. We take the time to assess your liquidity needs, tax circumstances, time horizons and risk tolerance, embedding those factors within our approach. We also look to execute as efficiently as possible, serving as fiduciaries on your behalf.
• We "research the research": J.P. Morgan has a reputation for research excellence. We take those findings a step further, applying our own analysis to discover possibilities across the investment bench. Whether you are seeking active or passive strategies, individual equities or indexing, dividend investments or growth, we meet you where you are, putting the structures in place to pursue your intentions and goals.
• We are independent thinkers: We are not afraid to communicate our view on the markets. You look to us for an informed perspective, and we uphold that expectation by sharing our vantage point on economic conditions, geopolitical events and market themes. We strive to maintain an objective outlook, avoiding market fads in favor of a disciplined, long-term perspective.