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