Wealth PartnersThe Holstead Group
Awards and Industry Recognition
Forbes
Barron's
Welcome
The Holstead Group helps business owners, senior executives, professionals, multi-generational families and private equity firms deploy their capital with greater purpose and impact.
Founded by 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, Scott is 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 Holstead 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.
Meet Our Team
Market conditions have evolved. As a result, we believe that private markets may present opportunities that differ from those in the public markets. They can offer the potential to:
- Enhance the diversification of your portfolio;
- Implement strategies which seek to enhance returns;
- And help you access a broader range of investment opportunities.
For these reasons and more, alternative investments can be central to how we serve clients. We believe alternatives are worth considering in many investors' portfolios.
Because alternative investments can be complex, they require an in-depth understanding to evaluate. Our team draws on the strength of our alternative investments platform to help us identify potential investment opportunities for our clients. Let's start a conversation if you're interested in learning more.
Insights
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