Jackson Park Legacy Partners serves families with bespoke financial planning, financial services and investment advice, complemented by intergenerational structure and planning.
Jackson Park Legacy Partners was founded to manage the finances and intergenerational planning of the Morse family.
More than sixty years of finance experience, through countless market cycles, have taught us what endures. We apply those lessons to managing finances and lives going forward, for our own family and for the families we serve.
Markets move in cycles, and each one brings opportunity. We build diversified portfolios around your long-term goals, then stay nimble enough to act when the cycle turns in your favor.
Allocations are set around your spending needs, time horizon and goals, so your portfolio stays anchored on what matters most to your family.
Public and private markets give us a broad opportunity set, and disciplined due diligence lets us move with conviction when attractive entry points appear.
Ongoing review of positioning and opportunity, with consolidated plain-language reporting on performance and fees across every account.
Performance information and representative investment experience are provided to qualified prospective families on request. Past performance does not guarantee future results.
Lasting wealth depends on more than returns. Thoughtful structuring and planning prepare your family to hand down what matters, with clarity and trust between generations.
Protect what you created, and shape how it is used, shared and remembered.
Prepare the next generation with education, a seat at the table and a clear understanding of their role.
Structure assets and values so they carry forward with purpose, long after today's decisions are made.
Each engagement is tailored. We start with your goals, your history and your timeline, then build the structure to fit.
Wealth transfer, estate and tax coordination, philanthropy and cash-flow planning, built around your family's goals and revisited as your family changes.
Coordinated banking, lending, insurance, trust and administrative support, with reporting consolidated into one clear view of your family's finances.
Portfolios shaped by your values, liquidity needs and risk tolerance, across public and private markets, with disciplined oversight and plain-language reporting.
Robert Morse brings a long and successful career in financial services, and the perspective of a family patriarch, to everything we do. That experience informs and guides our investment process and our structuring decisions, so they reflect how wealth is actually built, protected and passed on.
Each account is assigned forward deployed client engagement engineers, specialists who work directly alongside your family to turn strategy into execution, coordinate your advisors and keep every decision moving.
Team biographies are shared with prospective families during an introductory conversation.
Tell us about your family and what you hope to achieve. We will respond privately and promptly.
Our investment process is guided by four decades of institutional investing across banking, real estate and private markets, and built to serve families over decades while staying alert to the opportunities each market cycle creates.
Former Global Head of Investment Banking, Citi · Former CEO, Citi Asia Institutional Businesses · Founder, Bridge Investment Group · Partner, Apollo Global Management
Bob served as Global Head of Investment Banking at Citi from 2000 to 2004, and then as CEO of Citi Asia Institutional Businesses from 2004 to 2008, overseeing M&A advisory, capital markets and corporate banking for the region's largest families, sovereigns and conglomerates.
In 2010 he founded Bridge Investment Group, building it to more than $50 billion in assets under management and taking it public on the NYSE before its acquisition by Apollo, where he continues to serve in a senior capacity.
Across banking, real estate and private markets
| Period | Role / entity | Investment activity |
|---|---|---|
| 1985–1992 | Salomon BrothersInvestment Banking | Various positions in investment banking |
| 1992–2004 | Salomon Smith Barney / CitiGlobal Head of Investment Banking | Co-founding GP of the employee co-investment fund ($400mm AUM) |
| 2004–2008 | CitiCEO, Asia Institutional Businesses | Oversaw M&A advisory, capital markets and corporate banking for the region's largest families, sovereigns and conglomerates. Direct oversight of a $5B special situations fund. |
| 2010–2025 | Bridge Investment GroupFounder; acquired by Apollo 2025 | Built the firm to $50B+ AUM and an NYSE IPO. Lead member of all investment committees across real estate equity and credit products. |
| Ongoing | Manager selection | Access to leading mid-market and growth managers
|
| Ongoing | Private direct investmentsplus seed capital to numerous start-ups |
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Jackson Park Legacy Partners has the in-house capabilities to help families get the most from their assets. When families need to move on their operating businesses, the capabilities sit inside the platform.
Buy-side and sell-side execution for portfolio companies.
Principal capital alongside families on direct deals and recapitalizations.
Public and private offerings, debt placement and structured financing.
Counterparty access across the region's principal families and conglomerates.
Families who join us become partners in Jackson Park Legacy Partners, investing alongside the Morse family with access to the same managers, opportunities and platform capabilities, at net fees below market.
Education and professional backgrounds
Finance / Technology / Quantitative investing
Finance / Biotechnology / Venture capital
We start with your goals and time horizon, then work backward to a portfolio that can pursue them with discipline and patience.
Diversification across public and private markets, geographies and strategies, sized to your liquidity needs and designed to compound over the long term.
A dedicated process for identifying and acting on cyclical opportunities, so a portion of capital can move when valuations and conditions are attractive.
Rigorous, independent evaluation of every manager, strategy and investment before capital is committed.
Ongoing review of positioning, with consolidated plain-language reporting on performance, fees and risk across every account.
Independent advice, with fees and incentives disclosed clearly so our interests stay aligned with your family.
Performance information and representative investment experience are provided to qualified prospective families on request. Past performance does not guarantee future results.
Lasting wealth depends on more than returns. Thoughtful structure and planning help your family hand down what matters, with clarity and trust between generations.
Decision-making frameworks, family meetings and a shared statement of values that guide how wealth is used and discussed.
Financial literacy, mentoring and a gradual, structured path to involvement for younger family members.
Trusts, entities and estate coordination, designed with your legal and tax advisors to carry assets forward efficiently.
Giving strategies that reflect your family's values and can involve every generation.
Thoughtful succession for roles, trusteeships and decision rights, so the family is prepared for every transition.
Clear, regular reporting tailored to family members at every stage of life.
Each engagement is tailored. We start with your goals, your history and your timeline, then build the structure to fit.
Our team is built around a simple idea: every family should have dedicated people who know their situation and move quickly on their behalf.
Each account is assigned forward deployed client engagement engineers who work directly alongside your family to turn strategy into execution.
We work with your attorneys, accountants and other advisors so decisions are aligned and nothing falls between the cracks.
Clear points of contact and a responsive, private working relationship with the people responsible for your outcomes.
Team biographies are shared with prospective families during an introductory conversation.
Tell us about your family, your goals and the questions on your mind. We respond privately and promptly.
An introductory conversation, with no obligation, to understand your family and explain how we work.
If there is a fit, we outline a tailored approach spanning planning, services and investment advice.