
Wealth PartnersThe Tabachnick Oskin Group
Meet our team
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The Tabachnick Oskin Group provides tailored wealth management and investment advisory guidance to affluent individuals and families across the country. Our team offers a boutique and personalized experience while leveraging the resources of J.P. Morgan, a global financial institution.
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With exceptional client-focused service, we tailor investment strategies to help meet each client's goals while minimizing the risk necessary to pursue those objectives. Our approach to investing incorporates best practices from the world of institutional portfolio management (asset allocation, manager selection and risk management), while our long-term strategic discipline provides a framework for investment success.
We have found that educating families and fostering meaningful discussions about their wealth experience can help them translate their shared values into a mindset, mission and approach to managing their wealth. Our group helps prepare younger family members for the responsibilities ahead when they serve as stewards, beneficiaries and fiduciaries of their family's legacy.
The Tabachnick Oskin Group serves our clients with integrity and distinction. We provide direct access to each member of the team and deliver tailored wealth management strategies. Throughout the ongoing process of working with individuals and managing their assets, we are supported by a team of professionals who focus on estate planning, advisory consulting services, banking, lending, tax planning and sophisticated executive investment strategies.
Meet Our Team
Insights

Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
What are grantor retained annuity trusts (GRATs)?
March 17, 2025Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.Read Now
Tariff implications for investors: Building a resilient portfolio amid pullbacks
March 14, 2025How long can the economy’s strength last? We examine the risks to our base case.Read Now
Investment implications of President Trump’s first month in office
March 12, 2025In his first 30 days, President Trump has made policy decisions on tariffs, immigration and deregulation. Here’s what investors need to know moving forward.Read Now
Eye on the Market: Fifty days of grey
March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
What are grantor retained annuity trusts (GRATs)?
March 17, 2025Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.Read Now
Tariff implications for investors: Building a resilient portfolio amid pullbacks
March 14, 2025How long can the economy’s strength last? We examine the risks to our base case.Read Now
Investment implications of President Trump’s first month in office
March 12, 2025In his first 30 days, President Trump has made policy decisions on tariffs, immigration and deregulation. Here’s what investors need to know moving forward.Read Now
Eye on the Market: Fifty days of grey
March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read Now