Jacob is trusted by ultra-high net worth clients with their most sensitive and confidential personal data, which he keeps simple, clean and organized.
He has 19 years of experience in serving ultra-high net worth clients including Fortune 500 executives, NBA, PGA and MLB athletes, Family Office clients, non-profit Foundation executives and some of the wealthiest individuals and families in the country.
Most recently, Jacob was a Director and Family Office Principal with Merrill Lynch Family Office Services serving clients for the past 11 years. In this role, he also led the day-to-day bill pay, bookkeeping and reporting operations of Merrill Lynch Family Office Services.
Additionally, Jacob managed business processes and operational efficiencies and continuously searched for ways to enhance the client experience. Clients and staff alike enjoy working with Jacob.
His previous work experience includes financial and investment reporting and tax preparation and planning services at regional public accounting firms. Jacob earned his Masters of Accountancy from the Marriott School of Management at Brigham Young University (BYU) and his J.D. from the J. Reuben Clark Law School at BYU. He is a Certified Public Accountant (CPA) and has a beautiful wife and 4 boys.
Yes! Whether your Family Office is your personal assistant or a cadre of professionals, we work in conjunction with your Family Office.
No problem! We can serve as your Single Family Office or help you set up your own Single Family Office.
Absolutely. Diversification is important. We offer a range of services utilized by Family Offices of all sizes.
Outsourced Family Office Services save the time and expense of hiring a permanent employee.
We know where the bottlenecks are and how to efficiently and effectively deliver the information you need to make informed decisions.