We are your trusted partner in building a strong financial future for your family.
We are your trusted partner in building a strong financial future for your family.
Jackson founded Katonah Ridge Partners to collaborate with family offices and financial intermediaries and drive private investment opportunities. Prior to that, he also helped build and operate Castle Island Family Office, overseeing a platform supporting 14 HNW families focused on private deals, tax advisory, and exceptional client experience.
Family Office Services: Katonah Ridge Partners collaborates with various single and multi-family offices, as well as financial intermediaries, to attract investors and orchestrate private deals.
Business Advisory Services: Katonah Ridge Partners collaborates intimately with family and founder-owned businesses to apply best practices that enhance value for impending liquidity events, all while meticulously maintaining the family's ownership and the company's culture.
True Strategic Advisors: Partnering with families, we develop personalized strategies to secure your financial future and build a lasting legacy.
Beyond Traditional Wealth Management: Your wealth embodies your family's values and aspirations. We go beyond managing assets.
Our Heritage as Strategic Advisors: Partnering with families, we develop personalized strategies to secure your financial future and build a lasting legacy.
Your Steadfast Advocates: Client advocacy is our core principle. We guide you through life transitions and future planning with clarity and support.
Building a Brighter Future: We empower families to make informed decisions, ensuring a smooth transition for future generations.