Private Banks - New York
What the Team is Known For
JPMorgan Chase is highly praised for its cross-border offering for New York-based high net worth clients.
Strengths
"They have a really impressive ability to give that nice warm hug in terms of supporting private clients and to push ahead their estate planning."
Notable Practitioners
Adam Clark is the global head of trusts and estates at JPMorgan Chase. "He's smart and experienced."
Chi-Yu Liang focuses on sophisticated tax and estate planning for high net worth individuals and their families. "Chi-Yu Liang is really smart, technically proficient and has a really good bedside manner."
Jordan Sprechman works with clients of the Private Bank and their advisers to develop and implement estate planning and wealth transfer solutions for high net worth individuals. "He is really experienced, has great client skills, and gives practical and wise advice. He is responsive and an all-round excellent banker."
Megan Worrell is managing director at JP Morgan Private Bank in New York and advises clients on wealth planning matters. "She is an international expert."
Natalia Murphy, head of the North America trust and wealth planning team, is often sought after by high net worth individuals for wealth planning advice and private wealth law matters. "She's very smart and sensitive to family dynamic issues."