Founder-centric pre/post-liquidity planning, concentrated position management, bespoke credit, and tax-efficient wealth & estate strategies—leveraging the firm’s global network.
Forum Topics:
- Maximizing Value from Liquidity Events: A founder’s roadmap for preparing, timing, and executing a transaction that sustains long-term wealth.
- From Founder to Family Office: How to evolve from active operator to steward of multi-generational capital.
- Integrating Business & Personal Wealth: Aligning entrepreneurial success with a purpose-driven legacy.
EO Member Value:
- Entrepreneur-Centric Expertise: Work directly with advisors who specialize in the unique dynamics of business owners — from liquidity to legacy.
- Global Network Access: Tap into J.P. Morgan’s international ecosystem of investors, innovators, and thought leaders.
- Tailored Strategic Advisory: Receive forward-thinking, data-driven guidance to anticipate transitions, mitigate risk, and seize opportunity.
MEET THEIR TEAM
Justin Gratz
Managing Director, Head of Investments & Advice
Tel: +1 (561) 838-4652
Derek Thornhill
Title: Executive Director, Banker
Tel: +1 (561) 838-4040
About JP Morgan Private Bank:
201 E. Las Olas Boulevard, 24th Floor, Suite 2400, Fort Lauderdale, FL 33301
A Strategic Partner for Visionary Founders
J.P. Morgan Private Bank partners with South Florida’s entrepreneurs, investors, and family-business leaders to manage personal wealth with the same precision and strategy they bring to building their companies. The Private Bank provides a comprehensive suite of services that integrates liquidity planning, investment strategy, credit structuring, and estate design into one cohesive framework — engineered for entrepreneurs navigating major inflection points such as exits, mergers, and generational transitions.
Specialty / Strengths:
- Pre- and Post-Liquidity Event Planning – Strategic guidance to maximize value from exits or recapitalizations.
- Concentrated Stock & Risk Management – Diversification and hedging solutions for founders with substantial equity exposure.
- Bespoke Credit & Lending Solutions – Custom liquidity facilities to fuel business growth, new ventures, or personal investments.
- Wealth Transfer & Tax Strategy – Integrated planning with your tax and legal advisors to build a multi-generational financial foundation.
- Global Investment Advisory – Institutional-grade access to public and private market opportunities across sectors and geographies.