Jonathan Grant

Spear’s Review

JG River Wealth Management’s Jonathan Grant has over three decades of experience in the wealth management industry.

Grant works with clients to understand and develop their financial goals, creating an investment portfolio alongside holistic financial advice in the form of retirement planning, estate structuring and inheritance tax consultations. He advocates for and sets up next-generation preparedness seminars for his clients – and says second-generation wealth holders are often ‘thrown into the deep end when someone dies’. 

His philosophy is to spend time with younger family members prior to them gaining access to wealth and decision-making processes, giving them a values-based framework to make decisions around their family funds.