SGH Group

Welcome

The SGH Group helps business owners, senior executives, professionals, multi-generational families and private equity firms deploy their capital with greater purpose and impact.
Founded by Chris Sheets, Forrest Green and Scott Holstead, our team looks to deliver exceptional returns and service. Our approach to wealth management conveys our unwavering commitment to the people we advise.
With more than 75 years of combined experience in both bull and bear markets, Chris, Forrest and Scott are grounded by three core principles:

• Deliver highly personalized and exceptional service
• Offer clients access to the full breadth of J.P. Morgan's wealth management platform
• The clients' interests always come first

Our clients
The SGH Group takes a comprehensive approach to working with successful families, their partnerships, trusts, corporations and foundations. Many of our clients have strong ties to Houston's energy sector, ship channel, downtown and medical center. They include families with long-term ties to Texas, as well as individuals who have built and run large enterprises and acquired meaningful wealth since making Texas their home:

• Business owners and entrepreneurs look to us for pre-transaction planning, deal-team coordination, and all things required for a successful sale.
• Senior executives look to us for assistance diversifying their concentrated stock positions, modeling a pathway to successful retirement through customized asset allocation, and optimizing their investment cash-flows.
• Ultra-high-net-worth families look to us for support in amplifying generational success, putting the structures in place to enhance their long-term financial security and preparing the current and rising generations for the responsibilities of sound stewardship.
• Private equity firms and public companies look to us to provide strategic liquidity. Highly skilled in this discipline, we offer a methodical approach to monetizing large single-stock positions.
• Widows and widowers look to us for support, education and financial guidance after the passing of a loved one, relieving many of the administrative burdens they encounter during a sad and difficult time.

Service
We help manage every aspect of our clients' financial landscape. Our goal is to alleviate the administrative burdens of significant wealth, so that clients can devote more time to their personal and professional passions— as they define them.
Here are a few of the ways we differentiate our approach:

• We work hard so that clients can rest more easily. Our team takes satisfaction in hard work. When we encounter a challenge, we are resolute in getting to the bottom of an issue so that clients can enjoy greater peace of mind. We help manage every aspect of our clients' financial well-being. We work to provide tailored wealth strategies that free our clients to spend more of their time and energy focused on the things in their lives that matter most.
• We are dedicated to our craft. We take our work and responsibility extremely seriously, believing the best stewardship of clients' hard-earned assets occurs through focused attention and market intelligence
• We are a high-performing team. Our culture is highachieving and high-striving. We enjoy delivering for the clients we advise, supporting their efforts to pursue ambitious visions for themselves and their loved ones.

Investment capabilities
No two clients are the same. The SGH Group provides a deeply customized, carefully curated approach to portfolio design and implementation. Our team is laser focused on helping clients grow and preserve their wealth. We integrate planning within our investment process that is fully attuned to our clients' tax circumstances, wealth transfer intentions, time horizons and liquidity needs.
Our team has acumen in alternative investments. We believe that alternative investments can be instrumental in pursuing enhanced risk-adjusted returns. Our tenure in the industry has allowed us to develop a strong knowledge base in the following asset classes:

• Private equity
• Private credit
• Real estate
• Infrastructure
• Venture capital

Our J.P. Morgan team can provide clients with access to alternative investments platforms including Morgan Private Ventures.

An institutional approach to personal investments.

Investment approach

Advisory guidance for the complexities of wealth
Our deep institutional background affords exposure to a breadth of hedge funds, private equity, long/ short strategies and other alternative investments not readily available to high-net-worth individuals. This differentiation enables us to provide a more sophisticated advisory experience than clients may have previously encountered.
The practiced application of alternative vehicles
We often turn to alternative investments to help minimize volatility and balance portfolios rather than rely upon additional equity exposure. Non-traditional strategies such as liquid alternatives afford us tactical flexibility and short-term advantages. We aim to target meaningful returns in what may be a more muted return environment. Ongoing reviews enable us to adjust strategies as markets and situations evolve.
Support to help navigate major life transitions
As a core competency, we help clients navigate the challenging opportunities of sudden liquidity and significant life events—inheritance, retirement, loss of a loved one, divorce. We consider ourselves to be trusted partners in the financial journey and offer unbiased direction that fosters informed decision-making during both good and challenging times.
Specialized focus on the unique needs of business owners
With first-hand experience building our practice, we have a particular affinity to address the specialized requirements of business owners and entrepreneurs who may be planning the sale of a company. Our detailed knowledge of mergers & acquisitions helps ensure the well-being of financial assets.

• Pre-transaction Planning—We help evaluate the timing and impacts of liquidity events and address tax and other considerations. To minimize exposure, we develop hedging and monetization strategies that help capture equity opportunities and avoid excess risk.
• Post-transaction Diversification—Once a liquidity event has occurred, we diversify proceeds into an individualized portfolio targeted to specific investment goals. We partner with clients' CPAs and other outside advisors to ensure critical financial elements are considered.
• Business Succession Strategies—Handing down a company to the next generation can provide a continuing source of wealth, opportunity, unity and identity. We offer guidance for business succession planning grounded in best