For the past 30+ years, Jonathan Forster has served as an outlier in the private client space. BakerHostetler's Private Wealth Group, which he manages as the Northeast practice leader, has honed a unique legacy management experience that removes siloed, conflicted advice, incorporates family values and takes clients through an iterative, interactive and multi-disciplinary process using a fintech application (unique to BakerHostetler).
From his beginnings in the investment management, life insurance industries (an advisor at EF Hutton), along with an early interest in technology, Jonathan's personal experience harbors a very different vantage point, which was incorporated into BakerHostetler's culture, philosophy and business model, to serve successful families and their operating businesses, family offices (the original Convergent, today Pathstone), and the life insurance industry (where the firm serves as outside counsel to their trade association (Finseca formerly the AALU), life insurance distribution firms (NFP, portions of the M Group, and Crump) and insurance carriers (Guardian, TransAmerica and Ameritas). Having continued visibility into these various constituents affords the practice group the opportunity to deliver a service like no other law firm.