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J.P. Morgan

Derek Thornhill & Justin Gratz

Email: [email protected]

Website: https://privatebank.jpmorgan.com/apac/en/home

J.P. Morgan Private Bank partners with entrepreneurs to drive personal wealth the way they drive innovation - through strategic advice, tailored solutions, and a holistic approach to every aspect of their financial life.

Whether you are preparing for a liquidity event or planning for the future, our team provides the expertise and resources to help you maximize your success.

Contact:

Derek Thornhill

[email protected]

(561) 838-4040

Justin Gratz

[email protected]

561) 654-5672

Signature Services for Visionary Founders:
- Seamlessly harmonize your business balance sheet with your personal financial landscape, ensuring your entrepreneurial success translates into enduring personal wealth.
- Unlock strategies to transform concentrated ownership into diversified, resilient portfolios, empowering you to manage risk while preserving the legacy you’ve built.
-Gain privileged access to bespoke credit solutions designed to fuel your next venture, accelerate growth, or provide liquidity precisely when opportunity strikes.
-Collaboration with your trusted tax and estate advisors, leveraging our expertise to structure your wealth for optimal tax efficiency and generational impact.

EO Member Advantages:

- Benefit from a team that specializes in the unique financial complexities entrepreneurs face from startup to exit and beyond.
- Tap into JP Morgan’s global network, opening doors to strategic partnerships, innovative business opportunities, and thought leadership tailored for entrepreneurial growth.
- Receive forward-thinking guidance to help you anticipate pivotal milestones, navigate transitions, and maximize outcomes from liquidity events.
Invite J.P. Morgan Private Bank to talk to your Forum.
EO discussion topics include:
- Maximizing Value from Liquidity Events: Prepare for and execute growth expansions or exits with strategies designed to optimize your outcomes.
-Managing Concentrated Stock Positions: Explore advanced diversification and risk management techniques for founders with significant equity stakes.
-Tax-Efficient Wealth Transfer: Discover best practices for minimizing taxes during business transitions and estate planning, ensuring your legacy endures.
- Integrating Business and Personal Wealth: Learn how to align your business achievements with personal financial aspirations for holistic success.
-Navigating Complex Ownership Structures: Find solutions for restricted, illiquid, or multifaceted business holdings, tailored to the realities entrepreneurs face.