
Hernan Lautersztein
Welcome
Offering institutional-caliber advisory guidance for the benefit of affluent individuals
The accumulation of assets is often a result of relentless hard work and dedicated focus. It is also a means to provide great things for your family and future generations. My team and I serve the wealth management needs of high-net-worth individuals and their families, designing long-term strategies that help expand the possibilities that your assets represent.
We draw on the strength of our transactional and institutional knowledge to present the same disciplines and processes typically reserved for the world's largest investors. This differentiation enables us to offer a more sophisticated advisory experience than you may have previously encountered.
Access point to J.P. Morgan capabilities
With almost 20 years' experience in both the domestic and Latin American markets, we serve as your gateway to a broad suite of products and services that address your specific needs.
Asset Allocation
Risk Mitigation
Portfolio Management
Investment Platforms
Separately Managed Accounts
Structured Products
Mortgages
Banking and Credit
Ongoing communications
We involve you in the portfolio building process so that you become familiar with the products you are invested in. We believe this is a valuable way to truly understand your concerns and risk tolerance. Our portfolio management approach involves periodic revisions and rebalancing when appropriate. By maintaining frequent contact, we stay in tune with changes happening in your life that often lead to portfolio recalibration.
Experienced Advisory Guidance
A goals-based approach
We engage with you as our client by listening, understanding and helping learn about your current situation and where you believe your career will take you. We help prioritize your goals—your financial objectives and the requirements necessary for you to live your best life. By utilizing the resources and intellectual capital of J.P. Morgan, we work directly with you to design a personalized approach that will help pursue these outcomes within the risk parameters that you desire.
A rigorous process
These inputs lay the foundation to create short- and long-term strategies designed to grow alongside you and your family. From here, we build asset allocations designed to target your individualized objectives. Opportunities are evaluated across multiple market scenarios to explore investment projections and aid in the decision-making process. Ongoing reviews enable us to strategically pivot as markets and situations evolve.
Experienced investment management
We work with third-party managers to select the most appropriate strategies to help pursue your goals. Portfolios are diversified into all major asset classes—individual stocks, bonds, mutual funds, ETFs and alternative investments—and we often make use of a mix of structured products or separately managed accounts.
Collaborative relationship
My team and I believe that successful individuals and families want and deserve this process to be transparent, accountable and objective. Most importantly, we find that clients seek a collaborative relationship in which ideas are communicated directly with them and on their behalf. To maintain the consistency of this approach, we meet with you regularly to help incorporate any changes in your personal situation into your overall long-term plans.
J.P. Morgan's commitment to excellence
Our capabilities are augmented by the powerful resources of J.P. Morgan, and we provide direct access to the intellectual capital, real-time insights and award-winning research team1 that we leverage as part of the firm's due diligence process.
Meet My Team
Insights

How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read Now
Delayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now
Understanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
What is umbrella insurance and why might I need it?
November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read Now
End-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read Now
Investing in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read Now
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read Now
Delayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now
Understanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
What is umbrella insurance and why might I need it?
November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read Now
End-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read Now
Investing in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read Now
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now


