Johnson Partners

MY CORE DRIVERS:

Three (3) fundamental aspects drive my engagement: People, Relationships and Trust.

MY FOCUS:

To assist individuals, families, single family offices and trusted private wealth professionals in the protection, utilization and growth of wealth for current use, future vitality and longevity. 

MY OBJECTIVE:

Helping Achieve Performance = Tangible Results + Client Desired Outcomes.

THE REQUIREMENT:

“STEWARDSHIP” is MANDATORY.

In today’s world, sizable wealth and substantial assets, whether created by entrepreneurial activities or inherited, bring complexities requiring more than "conventional wealth management". “Managing assets” is not enough, "STEWARDSHIP" must be THE guiding principle. 

"STEWARDSHIP" requires different thinking + different actions. 

The conventional path often leads to complacency, greater risk and under-performance. 

The process of executing "stewardship" fosters inspiration, innovation and creativity, that catalyzes different thinking + different actions that eliminate rhetoric to form the consistent execution that positions an individual, family and an advisor to be as equally prepared for the day-to-day issues as they are for the challenges, adversities and threats that are certain not only in life but unquestionably in the protection, preservation, performance and perpetuity of wealth. 

I believe the “stewardship of wealth” surfaces complex, highly personal issues that are inherently unique to each individual and family involving idiosyncratic preferences, priorities and constraints. This demands efficient and effective collaboration with trusted advisors and complementary specialists an individual or family may employ, which is why I hold five (5) core beliefs:

"Education before Execution"

"Prescription before diagnosis is malpractice".

  “Seek to understand before seeking to be understood”. 

NEVER “sell” rather be “of service”.

"Complexity demands collaboration".

As such, essential to my relationships and participation in "Stewardship" is CANDOR. 

CANDOR: Speaking Clearly, Plainly & Simply. Just "Telling it like it is".

With CANDOR, problems are identified quicker, solutions achieved faster and executed better. 

CANDOR prevents wasted time, effort and resources. Lack of candor is a killer to achieving results.

 Candor fosters clear communication and accountability, which enables efficient development of bespoke, client-driven high-efficacy solutions with consistent high-level execution.

As a process, I engage in a progression of "candid conversations" to attain understanding of what’s truly important to an individual, family or an advisor and how that forms a distinctive worldview expressed within assets and wealth. This enables discernment of "relationship fit". 

My Conviction: The BEST decisions result from education and candid conversations with careful consideration to meet the challenges of a fast-changing, capricious and volatile financial markets.

30+ years of "hands-on" experience working with individuals and families provides the perspective that assets and wealth often span generations to include long-standing operating companies and traditional asset classes (equities, fixed income, real estate and natural resources) as well as unique assets (antiquities, art, wine, numismatics, automobiles and more recently, digital assets). 

The vitality of a family is often a result of continual entrepreneurial activity, such as launching new ventures, private investing, liquidity events and initial public offerings (IPOs). These actions have significant implications and impact on portfolio management, asset allocation, wealth creation, wealth preservation, asset protection, philanthropy and tax minimization. To that end, my experience, expertise, skills and relationships within each of those areas is a core competency. 

With respect to "alternative investing" and "private market" opportunities, whether on a direct, pooled or product basis, employing a "principal mindset" is crucial. Far too frequently, individuals and families as well as advisors are inundated by "pitches" from salespeople and organizations who are "highly conflicted". Moreover, many of these "opportunities" are proprietary in nature and merely "best-of-platform". Candidly, the proliferation of "alternative and private market investing" has made the manager or product evaluation process crowded, confusing and complex, which increases the difficulty identifying the "best-in-class" or "best-of-breed". 

The conflating of "popularity" (brand) and "performance" is significant in alternative investing.

With that said, a crucial aspect of alternative and private investing is "performance dispersion": The differential in returns of top-quartile managers/sponsors vs bottom performers is considerable. To illustrate: According to the Global Fund Performance Report from Pitchbook, in Private Equity, there was a 17.27% difference between top and bottom quartile vehicles with 2005-18 vintages—the largest gap between the top and bottom performers of any asset class other than Venture Capital.

As such, my focus is identifying asset managers who are "properly-aligned" and "best-in-class". Such individuals and firms are often largely unknown and not accessible via "platforms". However, they are rigorously "due diligenced and deeply-experienced" in well-defined niche areas of the capital markets with extensive qualitative and quantitative track records. 

A key factor to success in my working relationships with individuals and families as well as advisors is my practical frontline experience in "knowing" the complexities of stewardship go far beyond financial and investment acumen but extend to qualitative aspects of intra-family, inter-personal and generational issues that surface sensitive issues about "purpose and meaning" requiring distinctly different but equally attentive and thoughtful processes as well-executed as those focused on investment performance. 

My constant singular objective: 

PERFORMANCE = TANGIBLE RESULTS + CLIENT DESIRED OUTCOMES.

STEWARDSHIP. EXECUTION. PERFORMANCE.

When these three (3) essential components are stringently, consistently and appropriately combined, the result is an unparalleled level of clarity, confidence and conviction about the necessary actions for an individual, family or family office along with their trusted professionals to achieve the perpetuity of wealth and establishment of legacy that has distinction and longevity.

WELCOME TO JOHNSON PARTNERS