Margaret LiuMargaret LiuExecutive DirectorWealth Advisor
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
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
The impact of holding a concentrated stock position
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Custodial accounts
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A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
What will you do if you suddenly become rich?
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We need to talk: Communicating your estate plan with your family
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Outlook 2025: Building on Strength | Key Takeaways
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Your house may be spying on you. Save yourself.
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How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now