Helping clients transform success into a sustainable legacy.
My team and I harness the breadth of J.P. Morgan's resources to help clients fulfill their purpose and leave a legacy for the next generation. We serve as your advocate and single point of contact, coordinating the many elements of wealth so that you can focus on your demanding careers. This family-office style approach enables us to deliver personalized strategies for the sophisticated opportunities that often accompany significant achievement.
Tailored and comprehensive We evaluate both sides of the balance sheet and uncover ways to make the best use of your assets and liabilities. Our holistic recommendations, drawn from the firm's vast capabilities, enable us to care for a broad array of goals:
- Wealth planning
- Investment management
- Risk mitigation
- Credit and lending
- Multi-generational transfer
- Family governance
Specialized lending For those clients interested in sophisticated borrowing options, my team and I have experience across the various collateral spectrums, including mortgages, refinances, portfolio-secured lines, art, aircraft and more. We view lending through a proactive lens, anticipating the credit facilities you may need to remain opportunistic without disrupting your long-term financial goals.
Backed by an industry leader My team's capabilities are backed by the financial strength and stability of J.P. Morgan's fortress balance sheet to help safeguard your assets in various economic environments. We welcome the opportunity to help plan for your financial future and be a partner in your success.