JOHN KAMPRATH

John helps clients articulate their unique goals and collaboratively creates transformative plans for the Family Enterprise. He empowers first generation families to align their qualitative wealth with the business's intangible capital through a process of positive feedback cycles. John seeks to discover meaning, chart purpose, define risks, and deliver value to Family Enterprises with a written Master Plan.

Previously, John worked with a boutique multi-family office in Jackson, Wyoming, offering bespoke family enterprise cultivation, structural financial planning, inter-entity cash flow management, investment policy formation, and asset allocation. Prior to that, John worked at UBS as a Wealth Advisor, Portfolio Manager, and Senior Retirement Plan Consultant to private clients and businesses throughout the Northwest. There he also participated on the UBS Retirement Plan Consultant's Advisory Board for five years.

John is a Certified Financial Planner™ Professional, a Certified Exit Planning Advisor™, a Certified Plan Fiduciary Advisor™, and has passed level one of the Certificate in Investment Performance Measurement from the CFA Institute. He received a BA in English Literature from the University of California, Los Angeles and an MA in Theology and Christian Ministry from Franciscan University. John and his wife have eleven children and eight grandchildren. He enjoys playing with his kids and grandchildren, wine collecting, powder skiing, road biking, and piano performance.

John helps clients articulate their unique goals and collaboratively creates transformative plans for the Family Enterprise. He empowers first generation families to align their qualitative wealth with the business's intangible capital through a process of positive feedback cycles. John seeks to discover meaning, chart purpose, define risks, and deliver value to Family Enterprises with a written Master Plan.

Previously, John worked with a boutique multi-family office in Jackson, Wyoming, offering bespoke family enterprise cultivation, structural financial planning, inter-entity cash flow management, investment policy formation, and asset allocation. Prior to that, John worked at UBS as a Wealth Advisor, Portfolio Manager, and Senior Retirement Plan Consultant to private clients and businesses throughout the Northwest. There he also participated on the UBS Retirement Plan Consultant's Advisory Board for five years.

John is a Certified Financial Planner™ Professional, a Certified Exit Planning Advisor™, a Certified Plan Fiduciary Advisor™, and has passed level one of the Certificate in Investment Performance Measurement from the CFA Institute. He received a BA in English Literature from the University of California, Los Angeles and an MA in Theology and Christian Ministry from Franciscan University. John and his wife have eleven children and eight grandchildren. He enjoys playing with his kids and grandchildren, wine collecting, powder skiing, road biking, and piano performance.