
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

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June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now