Private Banks - New York
Band 1
What the Team is Known For
JPMorgan Chase & Co is highly praised for its cross-border offering for New York-based high net worth clients.
Strengths
I'm always consistently impressed by JPMorgan Chase's offering and the longevity of their team which speaks to the continuity of their business.
Notable practitioners
Adam Clark is the global head of trusts and estates at JPMorgan Chase.
Chi-Yu Liang focuses on sophisticated tax and estate planning for high net worth individuals and their families.
Chi-Yu Liang is very smart and a good adviser.
Joanne Johnson is a managing director and senior wealth adviser. She regularly advises ultra high net worth clients on managing and transferring wealth tax.
Jordan Sprechman works with clients of JPMorgan Chase & Co and their advisers to develop and implement estate planning and wealth transfer solutions for high net worth individuals.
Jordan Sprechman is smart and creative.
Megan Worrell is managing director at JPMorgan Chase & Co in New York and advises clients with wealth planning matters.
Megan Worrell is amazing for international questions and law.
Natalia Murphy, head of the North America trust and wealth planning team at JPMorgan Chase & Co, is often sought after by high net worth individuals for wealth planning advice and private wealth law matters.
