Jake Muehlschlegel

Jake Muehlschlegel serves as Director of Private Client Services at Independent Financial Partners. In this role, Jake focuses on developing and delivering cohesive wealth management services for high-net-worth and ultra-high-net-worth families. Among other services, he leads IFP’s Family Office Real Estate platform, custom 1031 exchange program, and oversees the due diligence and manager selection for private market portfolios and other tax-advantages strategies.

Jake works closely with clients and their advisors, asset managers, attorneys, accountants, and other professionals to help clients navigate sophisticated investment, liquidity, tax, estate and exit planning considerations.

Jake graduated summa cum laude from the Sykes College of Business at the University of Tampa with a bachelor’s degree, double majoring in Finance and Accounting.

Jake holds the Chartered Alternative Investment Analyst (CAIA) designation from the CAIA Association.