Bennett & Porter

Bennett & Porter

Co-founded in 2002 by insurance and financial-planning practitioners Jack Bennett and Scott Porter, Bennett & Porter emerged from an Arizona storefront to a platform now staffed by 50-plus professionals. The firm is organized around a "multi-family office" operating model, as it states, delivering a single point of contact across insurance placement, financial planning, tax-allocation strategies and estate-planning for individuals, families and closely held businesses. Jack Bennett maintains active ties to local civic and financial infrastructure through an advisory board seat at Gainey Business Bank and involvement with the Arizona Community Foundation. The firm deploys capital across a deliberately broad set of holdings, blending traditional liquid portfolios with a distinct sleeve of alternative and hard assets. On the real-asset side, confirmed exposures include Scottsdale mixed-use real estate, a curated fine-art collection lodged in Arizona, a luxury collectibles portfolio, gold and oil positions, and life-settlement contracts. An affiliated equipment-rental business, Ocotillo Equipment Rentals, extends the firm's touch into operating-company investments within the state. For wealth-management execution, Bennett & Porter's advisors route securities business through FINRA-member broker-dealer Cambridge Investment Research, while partnering with My Home Group to offer holistic property services for clients with residential and commercial real estate needs. Bennett & Porter reports serving more than 20,000 clients nationwide, with management team members Gregg Murset and Jeremy Smith visible in external-facing roles alongside the co-founders. The firm's philanthropic vehicle, B+P Gives Back, formalizes charitable grant-making and community support. Jack Bennett and the leadership group participate in Scottsdale Leadership, a professional network focused on local civic development, further rooting the practice in the metro Phoenix economy as of the most recent available disclosures. Unlike single-family offices that pool wealth from one source, Bennett & Porter aggregates insurance and advisory relationships for a high-volume client base and layers institutional-style alternative allocations on top. That architecture — a mass-affluent insurance book cross-pollinated with direct alternative-investment origination — produces a sourcing funnel where deal flow can emerge from life-settlement underwriting, real-estate partnerships and equipment-finance operations rather than from a centralized private-equity team.