Wealth Partners

SGH Group

Welcome

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

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 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. 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.