"We manage our clients’ assets and simplify their banking needs to parallel the personalized approach of a family office, while giving clients access to opportunities only a global investment firm can provide."
Jason Taylor
Jason Taylor
"We manage our clients’ assets and simplify their banking needs to parallel the personalized approach of a family office, while giving clients access to opportunities only a global investment firm can provide."
About Jason Taylor
Welcome
We concentrate on servicing high-net-worth individuals, families, institutions and foundations to help meet their financial goals. Our team has experience providing personalized and customized strategies to help meet our clients' needs through a broad range of transactional, wealth management and investment advisory services. Our team helps provide a comprehensive approach to help meet our clients' financial needs. We manage both sides of the balance sheet, utilizing the capabilities and resources available through J.P. Morgan. We manage our clients' assets and simplify their banking needs to parallel the personalized approach of a family office, while giving clients access to opportunities only a global investment firm can provide.
Investment Approach
The team works closely with each client to assess their individual needs, time horizon and risk tolerance, among other factors, in developing a customized investment strategy for them. This comprehensive process covers, but is not limited to, the following areas:
Lifestyle & Banking:
- Personal banking needs
- Mortgage and liability needs
- Competitive lending terms and creative structures
- Cash flow needs
- Stock option analysis
- Restricted stock services
Personalized Financial Strategies:
- Wealth preservation and transfer strategies
- Access to best-in-class alternative investments, including hedge funds and private equity (both proprietary and hard to access third-party funds)
- Access to senior strategists and analysts (Institutional Investor ranked #1 in both equity and fixed income research)
- Hedging and monetization of concentrated equity positions
- Tax-advantaged strategies
- Option strategies
- Derivatives and structured products
- Retirement planning services
- Philanthropic giving
Meet Our Team
Insights
Outlook
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
Markets
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Real Estate
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
Investing
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Wealth Planning
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
Outlook
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Family Legacy
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
Wealth Planning
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
Family Legacy
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 NowOutlook
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowMarkets
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowReal Estate
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowInvesting
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowWealth Planning
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read NowOutlook
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read NowFamily Legacy
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 NowWealth Planning
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 NowFamily Legacy
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
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.