Welcome

The accumulation of significant wealth provides opportunities for families to enrich their lives and plan a legacy for future generations. Our group, backed by the strength of J.P. Morgan, a leader in global financial services, provides thoughtful investment management to preserve and grow wealth. The attention we offer to select clients mirrors a family office-type approach, and our team is equally tenacious about our hands-on style as we are about delivering sound advice. Each client has a personal relationship with our group and we become an indispensable part of their trusted advisory team. By limiting the number of clients in our practice, we can concentrate on interacting in a more dynamic and attentive manner.

As a part of J.P. Morgan, our affluent individuals, families and business owners receive the value-added benefits of our comprehensive process to address their unique and complex needs.

Our holistic offering includes:

• Investment management
• Alternative investments, private equity and hedge funds
• Asset allocation
• Diversification
• Risk management
• Tax-advantaged strategies
• Estate & tax planning
• Restricted securities and option strategies
• Hedging and monetization strategies
• Charitable giving approaches
• Next generation education
• Cash management
• Mortgages
• Customized lending and credit
• Art & aircraft financing
• Concierge services

Our team's access to the full intellectual capital and financial resources of the firm helps manage both sides of the balance sheet and deliver appropriate strategies that care for each client's individualized objectives.

Investment Approach

Holistic wealth management
Our team serves the needs of business owners, entrepreneurs, corporate executives, successful professionals and affluent retirees who have worked hard to acquire significant wealth and are looking for ways in which to make these assets work for them. Our integrated approach to wealth management considers the totality of each client's financial picture. We bring a robust background in institutional investment management to address a broad range of personal requirements—tailored portfolios, generational wealth transfer ideas, philanthropic giving—and to help secure a legacy for future generations.

Experienced-based capabilities
We have shaped The SKS Group around a strong team of professionals with differing, yet complementary backgrounds. Our synergies work on many levels to help ensure robust support for an inclusive array of financial needs:

• Wealth planning
• Personalized banking
• Credit, lending and mortgages
• Trust and estate ideas
• Tax-advantaged strategies

Kurt Sylvia, the founder of our practice, is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client assets and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. This distinction empowers us to construct strategies and manage your wealth based on our own carefully crafted investment plans.

A personalized experience
As a differentiating feature of the The SKS Group, we have a CERTIFIED FINANCIAL PLANNER^® professional on staff to organize the important elements of your financial life so that we provide a family-office-style experience. Through a collaborative partnership, we function seamlessly alongside CPAs, attorneys and other outside professionals to address the totality of your financial situation.

Our commitment to our clients extends far beyond wealth management—we strive to make our accessibility and responsiveness an everyday reality.

Backed by J.P. Morgan, an industry leader
By tapping the extensive resources of J.P. Morgan, we open up more of the firm's opportunities for you, providing access to the investment research and intellectual capital that enable us to address the entirety of your advisory needs. As a client of the firm, you will benefit from the fiscal strength and stability of our fortress balance sheet to help safeguard your assets in all economic conditions.