The Kaufman Baumgarten Group brings years of seasoned background across multiple market cycles, positioning us to address the needs of high-net-worth individuals, multi-generational families and institutions.
We are distinguished by two complementary skillsets: designing customized wealth management strategies for our individual clients along with providing professional money managers with the tools and intellectual capital necessary to build out their portfolios. This diverse breadth of talents enables us to deliver an array of value-added guidance.
We help manage personal wealth for affluent clients through a holistic and tailored approach targeted to their individualized needs.
- wealth management
- retirement planning
- fixed income experience
- traditional banking, credit and lending
• For middle market clients, we offer fixed income services along with cash management.
We have assembled our multi-generational team in a deliberate manner to impart concierge-level service at every stage of our clients' lives. We are well-positioned to help prepare clients for succession planning while educating younger family members on best practices for financial management.
Our team utilizes the extensive resources available at J.P. Morgan, giving clients access to the thought leadership and market perspectives of a global financial powerhouse while retaining the intimacy of a family office.