Welcome

If you are a family with substantial wealth, your needs are different.

The scale of your holdings, tax circumstances, family dynamics, wealth-transfer objectives and breadth of opportunities can create a singular situation—with you and your loved ones at the center.

My team and I understand those needs, and we cater to those intentions, putting the structures in place to help you forge a lasting framework designed for generational success. We advise families throughout the United States, helping them take a more purposeful approach to growing and transferring their wealth.

Our work is designed to help you do more with your wealth, nurturing your aspirations while helping you impart the values and best practices that can help you and your family members thrive.

Here are the ways we look to make a meaningful difference in the trajectory of your family wealth:

>> Building the foundations of a Family Office: We help you prepare for a future liquidity event, working in concert with your tax and legal advisors. We assemble the right resources in the room, connecting you to specialists in pre-transaction planning, wealth strategy, trust and estate services, banking and investing. Together, we look to delineate a tight timetable for next steps, maintaining momentum on this pivotal path of wealth creation for you and your family.

>> Connecting you to our network: We believe our client network is one of our most valuable resources. Our team founder, Dylan Birch, makes regular introductions to clients throughout his practice, connecting like-minded investors and deal-makers. These connections are vital to helping entrepreneurs, energy investors and C-suite executives learn from each other and build the lasting ties that can amplify their reach.

>>Mentoring the next generation: When families have significant wealth, stewardship is an important underpinning of financial stability. Dylan Birch takes the time to get to know the next generation, educating them about investing and helping them develop the habits and mindsets that can cultivate enduring financial well-being.

>> Addressing wide-ranging needs: Our scale of services at J.P. Morgan allows us to help address a broad range of financial needs. Our partners in Family Engagement and Governance can help you smooth the transition of wealth across generations. If you have philanthropic intentions, our charitable giving specialists can advise you on tax-sensitive methods to heighten your impact. Whether your needs extend from healthcare and insurance to personal security or professional staff, we look to alleviate these administrative burdens and restore precious time to your life.

The clients we advise

We are proud of our high-achieving clientele, who contribute much to our close-knit, dynamic community. We make an effort to spend time with clients, visiting with them in person, hosting regular events and enjoying the large and small moments that cement strong relationships:

>> Entrepreneurs: We help you navigate pre-sale planning, liquidity needs, cash-flow management and borrowing options so you can focus on building your enterprise.

>> Energy and C-suite executives: We have deep familiarity with the energy complex. We draw from significant experience in the energy industry to help put extra liquidity to work. We also have extensive experience addressing concentrated positions through diversification of investment portfolios.

>> Successful professionals: We serve as a single, reliable resource for a host of needs, integrating your financial picture by capitalizing on the resources at J.P. Morgan. We know your time is valuable, so we are efficient in our outreach and follow-through, allowing you to spend more time on your personal and professional pursuits.

Our investment approach

Our founder, Dylan Birch, brings extensive investment management experience in derivatives for concentrated stock positions. He also manages his own portfolio of large-cap companies, which includes a core component of domestic and international stocks, as well as fixed income.