Letter Excel Modeling Property Management Accounting Business Valuations and M&A Consulting Income Projections Private Equity Taxation CPA services Audit

J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management,

public and private debt and equity offerings. Its asset management practice provides legal services to various clients, including: Asset management and private equity firms, brokers, dealers. Hedge funds, family offices, high-net-worth individuals and institutional

home builders, investment firms. Technology providers, and outsource vendors to the financial commercial lending, consumer finance, corporate and secuties. Debit and credit card, electronic financial estate brokers, records management. Securities broker and dealer, venture capital and private equity. Buckley Kolar is

risk and expense, selecting investment managers, measuring and evaluating investment returns and analyzing nontraditional investments, such as private equities, hedge funds and real estate. The firm also provides consultation services for updating and reviewing investment