Matt brings over 20 years of expertise in complex legal structuring for ultra-affluent clients in the U.S. His extensive background includes nearly a decade of teaching substantive estate planning law to attorneys nationwide. Alongside Jonathan Mintz, Matt co-founded Evergreen Legacy Planning, which evolved into the Bespoke Group. Matt is a pioneer in developing comprehensive planning and protection structures, both in the world of cryptocurrency and for visionary entrepreneurs and change-makers across various industries.

Much of Matt’s effort is spent helping highly affluent wealth builders embrace the qualitative, human side of planning in addition to the more mechanical and technical elements of legal planning. He believes that someone should only engage in complex planning with “eyes wide open,” and he enjoys the process of helping clients understand the important tradeoffs when considering various strategies and jurisdictions. He seeks to demystify complex strategies so clients can confidently make informed decisions.

A man of many interests, Matt spends his free time reading nonfiction books – often memoirs or books on philosophy, economics, geopolitics, and demographics – and pursuing other “right brain” hobbies. Matt is a cyclist, a craft IPA and whiskey connoisseur, and an avid traveler and car enthusiast. His garage is his “Zen Garden” where weekends are spent tinkering on his favorite toys.

Bespoke is the third company Jonathan has co-run with McClintock, first Wealth Counsel (2008-2013), Evergreen Legacy Planning law firm and now Bespoke Group. Jonathan serves a diverse clientele of affluent individuals and families with both domestic and international interests, including non-U.S. individuals, professional athletes, entrepreneurs, and crypto-affluent. His motto: maximize wealth protection, minimize taxes.

Jonathan specializes in planning for and managing concentrated, complex, or unusual assets. His passion lies in creating structures that ensure strong family governance for generations, through privacy and long-term wealth preservation. An author, speaker, member of the California Bar Association, and WealthCounsel, Jonathan was also an Adjunct Professor of Estate Planning at the Chapman University Fowler School of Law and served as chair of STEP-Orange County.

Jonathan cherishes time with his two adult daughters, and shares a love for cycling with his wife; they have biked mountains across the US, Canada, France, Italy, and Switzerland.

In addition to managing all operations for Bespoke and its subsidiaries, Lauren supports private client matters and communications within the team, as well as with allied professionals. Lauren handles project management and oversees strategic growth within the firm. Her goal is to help all stakeholders reach their highest potential both personally and professionally. As Chief Compliance Officer within Bespoke Advisory, Lauren oversees all aspects of compliance training, testing, and auditing for regulatory reporting with the U.S. Securities and Exchange Commission.

Having received the Women in Business Scholarship, Lauren completed her MBA in December 2023. Alongside her studies and work at Bespoke, she volunteers with various nonprofit organizations within the disability community in Colorado. Lauren also enjoys hiking with her pup, as well as traveling, reading, and dancing.

Sune has worked with international entrepreneurial families across all areas of wealth and asset management for over two decades and served as a trusted advisor within his client’s businesses. A staunch believer in the transformative powers of entrepreneurs at both economic and societal levels, he seeks to be the protector of these builders and the value and wealth they create. Sune constructs estate plans, identifying ideal custody options, and designs custom cross-asset strategies to protect and grow long-term wealth.

Having left his native Denmark at the age of 18, Sune has since raised children, and built businesses around the world. Never too far from a few ongoing books or research reports, Sune also enjoys daily walks, and being a devoted father to three. With the understanding magic happens outside the comfort zone, Sune enjoys traveling to new places and interacting with people from different walks of life.

Rob leads the research and investment teams and is responsible for the design, implementation and management of our active strategies. In addition, he is Director of Research at Off Wall Street (OWS), which has been providing fundamental investment research to institutional hedge funds since 1990. Prior to OWS, Rob managed $250M in equity and bond portfolios at a Boston-based investment advisor to individuals and families. 

Rob earned his BA from the College of the Holy Cross, with a double major in Classics and English, and a minor in Computer Science. He holds both the CMT® (Chartered Market Technician) and CFA® (Chartered Financial Analyst) designations. 

Rob is based in Paris but loves to travel. He is a solid cook and has been an obsessive reader/book collector since childhood. Though with two sons and a new baby girl, nowadays his go-to is probably "Le Petit Prince".

Jacob Shapiro is a geopolitical analyst who provides strategic guidance to families, investors, and corporations. He is Director of Research at The Bespoke Group, a U.S.-based wealth strategy firm that applies generational thinking to the preservation and growth of generational wealth for families around the world. His approach blends rigorous, empathetic analysis with deep confidence in human agency and the transformative power of new ideas.

Jacob is a global thought leader on geopolitics and its impact on everything from global markets to supply chains. A prolific public speaker, Jacob delivers frequent keynote presentations and tailored corporate briefings. His insights help audiences and c-suites across industries like finance, agriculture, and energy make sense of the world. Jacob also hosts “The Jacob Shapiro” podcast, which features interviews with subject matter experts in geopolitics, technology, markets, and other fields.

He holds a master’s degree with distinction from Oxford University and a bachelor’s degree in Near Eastern studies from Cornell University. He lives in New Orleans with his wife and two daughters. When he’s not tweeting at 4 a.m. about the latest international developments or commodities prices, you might find him at a basketball court near you doing his best Larry Bird impersonation at a pickup game.

From large hedge funds with AUM over $10 billion and digital assets to individual financial planners, Ali has worked with a range of clients. She’s been a part of several start-up businesses and in 2019 founded her financial marketing business.

Ali provides the Bespoke team with timely insights on the evolving space of sustainable investment strategies and helps structure investments around individual positions and at a portfolio universe level.

Approachable and open -- no question is too small, Ali believes a beginners mindset takes you far in life - there is always more to learn.

In addition to seamlessly balancing her career and the joys (and challenges) of motherhood, Ali enjoys putting bankers through the 'spin cycle' as an indoor cycling coach in Zurich, traveling around Europe (Paris and Amsterdam are some of her favorites), learning about nutrition and reading murder mysteries.

Elijah serves as the primary contact between Bespoke clients and our internal team. In addition to administering the direct relationship with our clients, Elijah facilitates the onboarding processes for incoming Bespoke clients and the administrative steps to follow. Elijah has assisted in the development and launch of various early projects; such as a blockchain-based decentralized platform for public-private partnership incubation, as well as a quantitative and autonomous trading system for regenerative investment yield across wide ranging assets and markets.

People are Elijah’s driving force; he thrives in a team environment supporting others in achieving their goals. When not working, Elijah is spending time with loved ones, on the golf course or absorbed in anything DeFi, sports, or car related.

With over a decade of experience in Switzerland’s financial markets, Imi brings a client-first approach to every interaction. Her career has spanned relationship management, key accounts, and sales, always centered on building authentic partnerships.

In addition to her finance background, Imi has extensive experience in event planning and thrives when creating meaningful, well-curated experiences. She also founded Makou, a platform supporting female founders and women in business, and is a certified Pilates teacher with a deep passion for movement and wellbeing.

Fluent in five languages and shaped by a diverse international background, Imi brings a global perspective to her work and life. She’s driven by curiosity, connection, and the belief that great relationships—like great investments—are built on trust.

Nitya’s background spans global powerhouses like KKR and Wayfair to early-stage VC at Nurture Growth Fund. Whether cutting support tickets in half or boosting sales through smart process design, she’s always focused on driving impact.

At Bespoke, she’s a Client Relationship Manager supporting high-profile accounts and refining internal systems to elevate the client experience. Nitya thrives in fast-moving environments, balancing big-picture thinking with attention to detail and a human touch.

Outside of work, Nitya is often lost in a book or podcast (true crime and entrepreneurship are favorites). Time with family and friends is her recharge—especially when paired with good food and better conversation.

Robert recently graduated from CU Boulder with a degree in Finance and Accounting and a minor in Economics.

At Bespoke, Robert brings a collaborative approach to his work—he thrives on dialogue, shared problem-solving, and the belief that the best outcomes come from teamwork.

Outside of work, Robert is an avid golfer and snowboarder who spends as much time as possible outdoors. He also enjoys live music, hunting, and embracing whatever Colorado’s wilderness has to offer.

Sally brings years of litigation experience to Bespoke, including time in the appellate division of the Oklahoma Attorney General’s Office and as a prosecutor for the State of Texas. She secured favorable outcomes in multiple trials and successfully argued and upheld numerous verdicts on appeal.

Known for her structured and research-driven approach, Sally applies the logic and discipline of her legal background to build clear, client-focused solutions.

When she's not working, she stays active--running, playing tennis, and keeping up with her kids. She finds joy in her church and community, and the occasional hunt for unique antiques.

Louisa brings a collaborative, inquisitive, and dynamic approach to keeping teams aligned and work moving forward. She’s played a central role in launching tech initiatives to help clients visualize their wealth, while also managing key operational projects.

Louisa began her career in tech consulting before pivoting to the world of media to pursue her passion for storytelling. She’s worked across podcasts, documentaries, film/TV, and publishing, where strong project management was key to making creative visions a reality—skills she now applies to her work at Bespoke.

Outside of work, Louisa is a film lover and producer; a recent project she helped create was featured at the Miami Film Festival. You’ll likely find her reading, catching a show with friends and family, or getting outside to recharge.

Mark led thousands of investigations surrounding fraud, money laundering, and misconduct that include multi-million dollar cases resulting in seizures of counterfeit goods; unraveling embezzlement schemes; dismantling drug and human trafficking enterprises and recovering assets for fraud victims.

Mark advises businesses across industries and high risk sectors in navigating the sea of risks in an ever-evolving regulatory landscape. He provides guidance on cybersecurity protocols, physical security consulting, and crisis management. Measured and detailed, no stone is left unturned. Mark devises specific, tailored and complete solutions for his clients.

Outside the office, Mark stays active through tennis, basketball and golf. Mark enjoys experiencing all the world has to offer through travel and quality time with friends and family.

Jack Jones has established himself as a visionary investor with a knack for identifying groundbreaking opportunities. His journey into the world of cryptocurrency began with a defining moment in 2013 when he made a strategic investment in Bitcoin.

A two decade entrepreneurial background and years trading on Wall Street cultivated Jack’s unique perspective to the realm of digital assets. His experience managing discretionary hedge fund capital was marked by a series of performance awards, reflecting his exceptional track record in navigating volatile market conditions. Through his entrepreneurial spirit, he also launched his wine brand, Yoonit, in 2012. He approaches his work with a distinctive ethos, fueled by his passion for exploration, meaningful relationships, and continuous learning.

From competitive ice hockey and sand volleyball to playing guitar and cooking. Jack loves global surf travel, golf, pickleball, and snowboarding. He finds mountain views and flowing water great accompaniments to family and friends.

Greg assists clients with an evolved worldview in managing wealth, spanning finance and beyond. With 25+ years as an investor, catalyst, and connector, he developed a network and expertise in impact-oriented portfolio building.

Greg co-founded Impact Hub Boulder, a communal workspace for entrepreneurs and investors, serving on the board for two years and globally partnering with 105 hubs. He has catalyzed strategy and collaboration among diverse groups of stakeholders, including African farmers, Silicon Valley geeks, Arab sheikhs, New York journalists and a long list of global policy makers, business leaders and social justice activists.

Personally, Greg is the father of two young adults, and spends as much time as possible exploring the wilderness “out the back door” of his home in the foothills above Boulder, CO, and the great expanse of the western US, on foot, bikes, and skis. He remains committed to deepening his practice of Taoism and Tai Chi.

Gonzalo Belden is a seasoned business strategist with a background in leading high-impact projects such as supply chain optimization and market expansion at both global and national enterprises. Gonzalo’s expertise spans across business strategy and expansion initiatives; he supported a soft-landing firm helping Korean businesses establish a presence in Mexico and will drive Bespoke expansion to Mexico. Gonzalo is known for his client-focused approach, he builds genuine relationships and fosters trust, often “planting seeds” by providing value without expectation.

Gonzalo is passionate about fitness, starts his mornings with exercise, and is always seeking out new coffee shops for a double espresso cortado. A lifelong learner, he keeps up-to-date on global business trends and is deeply committed to adding value through his work and connections.

Since joining as Social Media Manager in 2023, she’s quickly grown into her role as Director of Marketing, shaping both strategy and structure to elevate Bespoke’s thought leadership through bold, resonant, values driven campaigns.

Claire began her career in audience development at a marketing firm serving the U.S. machining industry, later stepping into a content producer role focused on video storytelling. She’s especially passionate about amplifying women’s voices—across business, wealth, and beyond. Collaborative and curious, Claire brings an “anything is possible” mindset to every project.

Beyond her marketing career, Claire is a trained actor and a member of the NYC-based theatre company. She feels most at home in the theater, but when she needs a break from the city, she finds joy in skiing, spending time with horses, and sharing a good laugh—ideally all in the same weekend.

Markus is a private wealth lawyer assisting global wealth owners, entrepreneurs, and their families in navigating the complexities of wealth management, wealth planning, estate planning, and family offices. He designs strategies and structures to ensure wealth growth, preservation, and transfer between generations and to achieve peace of mind for everyone involved. He is qualified to practice in Switzerland, Liechtenstein, and Austria and is based in Zurich, Switzerland.

Markus brings a wealth of experience in international private wealth and tax law gained in private client practice, private banking, wealth management, and family office services over the last two decades. He is also an expert in financial product and digital assets regulation with significant experience in blockchain and fintech.

When not at the office, Markus is likely to be found skiing in the Alps, working on his golf swing, or swimming in Lake Zurich all year round. Mindfulness keeps him calm and focused, workouts empower him, running teaches him endurance, books take him on adventures, and diving is his ultimate escape from a hectic world.