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

About Adam

Adam Frank is a Managing Director and Head of Wealth Planning and Advice with J.P. Morgan Wealth Management.

Adam leads a team which is responsible for wealth planning, thought leadership, and strategic planning for individual clients. This national group of former practicing lawyers provides expertise to individual clients in estate and tax planning strategies,1retirement 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.

Previously, Adam was an attorney at Schulte Roth & Zabel (1998-2001) and Sullivan & Cromwell (1993, 1994- 1998), where his practice focused on representing highnet-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.

Insights

Banking

Managing cash: Make sure your assets are well protected

January 9, 2024Today, choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Wealth Planning

Trusts: 3 myths and the real story behind them  

January 9, 2024Make sure you know the score before you set up a trust.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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