Jason Cain is a Senior Managing Director, responsible for developing and delivering comprehensive, advice-based solutions for wealth creators, innovators, family offices and their professional advisors and is the Chief Wealth Strategist for Silicon Valley Bank. Jason has spent more than 30 years advising wealth creators on the many aspects of managing and operating complex wealth including tax strategy, family office administration, strategic wealth transfer planning, asset protection planning, governance and legacy planning. Prior to his current role, he was a Managing Partner with BDO USA, LLP, where he was the architect of the firm’s national family office services practice. He was responsible for the coordination and delivery of multi-family office services to entrepreneurial business owners, innovators and their families. Jason spent the first 15 years of his career as a tax and estate planning attorney in Chicago representing families in the strategic design, implementation and administration of complex structures to manage generational wealth. In 2007, he left private practice to design and manage a single-family office for a Forbes 400 family. From 2011 through 2017, he built integrated wealth management services for ultra high net worth clients at Credit Suisse Private Bank, USA and Mirador Family Wealth Advisors, the family office division of Fifth Third Bank. Jason received his Bachelor’s degree from Illinois State University, his Juris Doctorate from Widener University, and a Master of Laws in Taxation from DePaul University.
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Wealth Preservation Strategies