Margaret LiuMargaret LiuExecutive DirectorWealth Planning Specialist
About Margaret
Margaret Liu is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Margaret advises ultra-high-net-worth clients on the complexities of wealth and supports them in aligning their estate, financial and investment plans with their legacy goals. Drawing on more than 25 years of experience, she guides individuals and families in bridging and navigating the quantitative and qualitative aspects of their wealth objectives, advancing each client's distinctive vision for the people and causes they value.
Wealth creators and inheritors look to Margaret to help them weigh their options for transferring wealth effectively, mindful of their intentions, philanthropic interests, tax implications, and the technical underpinnings of trust and estate law. Margaret also supports clients in their evolution as stewards of their wealth, supporting them as they prioritize objectives and evaluate possible courses of action.
An attentive listener and active collaborator, Margaret is adept in helping clients formalize their family legacy plans, resulting in greater peace of mind. Her skill in facilitating family meetings, her appreciation for the importance of governance and decision making, and her support for learning and development within the rising generation allow her to play an integral part in shaping the impact of thoughtfully designed plans on future generations.
Margaret earned her B.A. in International Relations from the University of Michigan and her law degree from Temple University Beasley School of Law. She is a member of the Purposeful Planning Institute and has received the Family Firm Institute Certificates in Family Business and Family Wealth Advising.
Active in her local professional community, Margaret has served on the executive board of the East King County Estate Planning Council (EKCEPC) and the Estate Planning Council of Seattle. She is a strong advocate of the need for financial literacy and volunteers as a financial coach to residents of Eden Hill, an affordable housing community.
Margaret and her husband have two daughters. They enjoy adventure travel in their free time.
Insights
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now