Adam FrankAdam Frank
Managing Director, Head of Wealth Planning and Advice

About Adam

Adam leads J.P. Morgan Wealth Management's Wealth Planning and Advice team, which is responsible for wealth planning, thought leadership, and strategic planning for individual clients. This national team of former practicing lawyers provides expertise in estate and tax planning strategies1, retirement planning, restricted and control stock and stock option management, business succession planning, pre- and post- transactional planning, concentrated position management, and other personal planning strategies. The team provides internal training to the J.P. Morgan Wealth Management sales force on these topics and also creates content for distribution to the public. Prior to his current role, Adam led the Wealth Management department for J.P. Morgan Securities and for Bear Stearns. He has extensive experience with sophisticated family business and succession planning, philanthropic planning, estate and gift tax management techniques, discounted gifting transactions, estate litigation, goals-based planning, asset allocation, monetization and hedging techniques, and the taxation and analysis of employee stock options. Prior to his role at Bear Stearns, Adam was an attorney at Schulte Roth & Zabel (1998-2001) and Sullivan & Cromwell (1993, 1994-1998), where his practice focused on representing high-net-worth clients and closely held businesses. He started his legal career as a law clerk to Judge Jacob Mishler of the Eastern District of New York (1993-1994). Adam earned a B.A. in psychology from the University of Pennsylvania and a J.D. from Yale Law School. 1.Wealth Management

Specialists may work with clients' tax advisors, but do not provide tax advice. Wealth Management Specialists can help Financial Advisors on a case-by-case client basis depending on the situation and need.

Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Outlook

Ready to thrive in 2025

December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now
Wealth Planning

6 practices to help you navigate family dynamics during the holidays

December 16, 2024Cultivate deeper family connections with these six key strategies.Read Now