Richard Hathaway
About Richard Hathaway
Offering institutional-caliber guidance to affluent families, business owners, institutions and endowments.
My team brings years of institutional-caliber experience to serve the needs of ultra-high-net-worth families like yours. We understand your family dynamics and the significant challenges you face in managing your wealth and planning for your legacy.
Throughout a career spanning more than 40 years, I have personally addressed and managed the wealth planning and investment needs of large institutions. I am not only familiar with best practices, but I have walked in your shoes. This background is highly differentiating and parallels the sophisticated requirements of individuals with substantial assets. It has equipped me to develop a comprehensive wealth plan encompassing the specifics of your scenario.
My team and I leverage J.P. Morgan's global resources to build customized strategies designed to help you achieve your current and long-term goals. We understand your family's needs may extend beyond traditional investments, and we focus on alternative assets and private equity to help diversify your investments and mitigate portfolio risk.
I am fortunate to be backed by the capabilities and other specialist resources of J.P. Morgan to help address the entirety of your financial picture.
Meet Our Team
Insights
Family Legacy
How to plan your charitable giving strategy
October 27, 2026Learn charitable giving strategies – from cash gifts to donor-advised funds and planned giving – to help support causes you care about and that align with your financial goals.Read Now
Markets and Economy
Brazil runoff: Lula wins a fourth term
October 27, 2026The victory sets a tougher political backdrop: a right-leaning Congress and rising fiscal pressure. Markets may react negatively near term, but growth looks neutral.Read Now
Wealth Planning
Changing your state of residence for tax purposes
October 26, 2026When you move to a new state, you may need to sever ties to your former state to change your tax domicile. Half measures can leave you open to tax claims from your prior home state.Read Now
Wealth Planning
Losing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read Now
Wealth Planning
Asset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read Now
Markets and Economy
Credit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read Now
Investing
Should you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read Now
Family Legacy
Caring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read Now
Cybersecurity
Parents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowFamily Legacy
How to plan your charitable giving strategy
October 27, 2026Learn charitable giving strategies – from cash gifts to donor-advised funds and planned giving – to help support causes you care about and that align with your financial goals.Read NowMarkets and Economy
Brazil runoff: Lula wins a fourth term
October 27, 2026The victory sets a tougher political backdrop: a right-leaning Congress and rising fiscal pressure. Markets may react negatively near term, but growth looks neutral.Read NowWealth Planning
Changing your state of residence for tax purposes
October 26, 2026When you move to a new state, you may need to sever ties to your former state to change your tax domicile. Half measures can leave you open to tax claims from your prior home state.Read NowWealth Planning
Losing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read NowWealth Planning
Asset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read NowMarkets and Economy
Credit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read NowInvesting
Should you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read NowFamily Legacy
Caring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read NowCybersecurity
Parents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.