"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

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.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.