Affluent Families, Goals-Based Planning, and Advisor Collaboration
Affluent and ultra-affluent families are increasingly adopting a modern, goals-based framework for investing their wealth. When intent enters the conversation and every asset serves a purpose – whether to attain a certain lifestyle or create a meaningful legacy – alignment between wealth management and estate planning becomes vitally important. Amanda Lott, Head of Goals-Based Planning for J.P. Morgan Private Bank, will be joined by the Private Bank’s Joe Kaufman and Peter Moyer to introduce the approach and uncover entry points for advisor collaboration.
Registration for in-person attendance will close at 5 pm on Monday, November 15th.
If you do not feel well, or have been exposed to Covid, we ask that you stay home and attend the live webinar.
Presenters:
- Amanda Lott, Executive Director, Head of Goals-Based Planning, J.P. Morgan Private Bank
Amanda Lott’s high-impact role drives J.P. Morgan’s training, content and strategic approach to help clients articulate their most meaningful intentions and align their resources to these priorities.
- Joseph Kaufman, Vice President and Banker, J.P. Morgan Private Bank
Joe Kaufman advises high- and ultra-high-net-worth individuals and families on protecting and growing their wealth based on a comprehensive and holistic view of their financial picture.
- Peter Moyer, Vice President and Banker, J.P. Morgan Private Bank
Peter Moyer works closely with business owners, corporate executives, physicians, and attorneys to guide them through the complex financial opportunities afforded by significant assets and scale each client’s hard work into a meaningful legacy.
