“He brings a rare blend of technical mastery, strategic judgement and personal commitment. What distinguishes Jon from his peers is his ability to integrate every dimension of wealth and business planning – estate, tax, charitable and transactional – into a cohesive and forward-looking strategy. He understands not only the legal and tax implications of each decision but also the commercial realities behind them.”
— Chambers HNW 2026
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 multidisciplinary process using a fintech application (unique to BakerHostetler).
