About Marc Torres

An architect of a family office's financial legacy.

I work closely with family office clients across the U.S. to build diversified portfolios with a strong focus on fixed-income and alternative investments. My background within the institutional capital markets is differentiated and enables me to offer a breadth of value-added capabilities.

  • Evaluate the role of direct equity investments and alternative investments within the broader context of a family office's overall investment objectives, policies, and target asset allocation guidelines.
  • Leverage the full capabilities of J.P. Morgan to identify and distribute institutional-quality investment opportunities, including direct equity deal flow and other niche ideas.
  • Deliver private placement offerings through a collaboration with the firm's equity capital markets team.
  • Originate and secure structured lending transactions backed by non-standard collateral such as direct private equity holdings, concentrated public stock positions, restricted stock and limited partnership interests in hedge funds and private equity funds.

Meet Our Team

Insights

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Family Legacy

Insight 3: The culture shift from paternalism to partnership

July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Family Legacy

Insight 4: Initiate interdependent ‘pillars’ separating family and business governance

July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Markets and Economy

AI use is exploding. So are the bills.

July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
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