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Jon Porter, Director
Jon brings to the team a unique blend of corporate and legal experience along with his keen intellect and high energy. He works directly with both entrepreneurs and venture capital and private equity firm partners to help them plan in advance for liquidity events and the resulting wealth creation.In particular, Jon assists owners of private equity grow their positions, and ultimately transfer them to designated beneficiaries, in the most tax-efficient manner possible. This is accomplished through a variety of planning strategies involving trusts, limited partnerships, and private charitable organizations such as donor advised funds and family foundations.
Jon also assists entrepreneurs and venture capital firms in establishing corporate retirement plans such as 401(k), profit sharing, and defined benefit plans and helps Three Bridge clients optimize these plans to minimize taxes and maximize retirement savings for both owners and employees.
Once Three Bridge clients realize liquidity from their private company investments, Jon works with them to hedge and monetize the concentrated stock positions, and eventually diversify them into an investment portfolio that is aligned with individual cash flow needs, values, goals, and objectives. As these assets are managed and invested, Jon works in tandem with clients' estate planning attorneys and CPA's to ensure that assets are protected and transferred in the most tax efficient manner possible.
Prior to joining Three Bridge, Jon was a Financial Advisor in the Venture Group at Morgan Stanley Smith Barney's Menlo Park office, where he worked with his fellow partners providing similar wealth management services to select successful individuals and families in the San Francisco Bay Area. Before that, he spent five years heading the global licensing group at Apple, Inc. where he was responsible for developing and executing Apple's third party licensing strategies worldwide. Prior to Apple, Jon was the Director of Business Development for Lambda Optics, and worked in the corporate finance group for international law firm Morrison and Foerster, LLP.
Jon holds a Juris Doctor, Magna Cum Laude, from the Santa Clara University School of Law where he focused on high-tech, intellectual property, estate planning, corporate finance, business and tax law. He also holds a BA, with honors, in Political Science and English from the University of Washington. He is a member of the California State Bar Association and holds Series 7, 66, and multiple state insurance licenses.
Jon is actively involved with both the University of Washington and the Santa Clara University School of Law, frequently guest lecturing on topics relevant to his role as a private wealth advisor. Jon is an avid outdoor sporting enthusiast and enjoys golfing, SCUBA diving, surfing, snowboarding, wakeboarding, mountain biking, and of course throwing the Frisbee for his Jack Russell Terrier, Bella.
CONTACT JON
EMAIL
D | 650 433 3508 | |
T | 650 433 3500 |
THREE BRIDGE TEAM
Jon Porter
