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.

Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
Wealth Planning

Make philanthropy a family affair

October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now