Private Clients & Family Offices

Live Life on Your Own Terms

One of the great paradoxes of having significant wealth is that wealth management can burden you as opposed to liberate you to pursue personal, philanthropic and business priorities.  As your Private Investment Counselor, Jack will help you navigate your dynamic wealth environment with more freedom and less worry by providing: 1) highly customized fiduciary and decision-making counsel, and 2) innovative opportunities to enhance your wealth, manage risk and reduce taxes.


Private Clients

Whether you are managing your own wealth or your family’s, even the most financially astute individuals can feel overwhelmed with the impact that life changes and transitions can have on their wealth environment. Developing a comprehensive, structured approach to managing your entire wealth environment will allow you to live your life on your own terms. As your Private Investment Counselor, Jack can liberate you from the administrative burdens of owning substantial resources to:

  • enhance your wealth, manage risk and reduce taxes,
  • achieve your long-term investment, philanthropic and estate needs,
  • ensure the smooth transition of wealth to your intended beneficiaries, and
  • create a coherent and comprehensive team of advisers to optimize your investment returns and achieve your long-term goals.

downloadDownload Investment Committees: Elicit the most value from all of your advisers, make the best decisions for your portfolio, and maximize your ability to achieve your long-term goals.

downloadDownload Private Investment Counseling Services: List of services for individuals and families.


Family Offices

Today’s family office responsibilities extend far beyond the traditional notion of managing, protecting and growing wealth for a nuclear family. They encompass communicating values to younger generations and ensuring that the financial needs of multiple family members, often living in different states or continents, are met for generations to come. They may also include managing a liquidity event, helping a member become financially independent, or resolving inconsistent or even conflicting advice from multiple professionals with overlapping mandates.

As your Private Investment Counselor, Jack will help your family office overcome the challenges of managing exceptional resources and help assure the smooth transition of wealth to your intended beneficiaries. Jack will work in concert with you and your family office to protect your wealth and your legacy by providing: 1) innovative opportunities to enhance your wealth, manage risk and reduce taxes, 2) highly customized fiduciary counsel and streamlined decision-making among multiple advisers.

Value Added Services for Family Offices and their Advisers:

  • Assess the values, personal needs and resources of each family member and create a comprehensive, customized solution to achieve their financial, insurance, tax planning and lifestyle goals.
  • Provide decision-making counsel and identify optimal solutions when interdisciplinary advice conflicts.
  • Educate your family about wealth management and build confidence, continuity and support among family members.
  • Achieve a family understanding of philanthropic values and governance philosophy, and communicate these to younger generations.
  • Serve as an investment committee member (or chairperson), upon request.

downloadDownload Investment Committee Services: Elicit the most value from all of your advisers, make the best decisions for your portfolio, and maximize your ability to achieve your long-term goals.

downloadDownload Private Investment Counseling Services: List of services for individuals and families.

Accomplish Unique Wealth Management Goals Across Generations



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Jack works in concert with family offices and advisers to develop innovative opportunities that create wealth and maximize the collective value of adviser expertise.
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Develop a Cohesive Investment Strategy for Each Generation