Elizabeth NamElizabeth Nam

Managing Director, Family Engagement and Governance

Lisa Nam is a Managing Director of Family Engagement and Governance at J.P. Morgan Wealth Management. 

Lisa is based in San Francisco and guides some of the firm’s wealthiest families as they navigate the complexities that can accompany financial success. She is passionate about equipping families to build capacity— individual by individual and generation by generation— so that financial capital can serve as a catalyst for sustained growth and well-being.

Much of Lisa’s work occurs at the intersection of wealth and the families who create it. Drawing on her background as a trusts and estates attorney and trust officer, she serves as an ally for her clients, facilitating conversations and experiences that aim to prepare families for generational transitions.

Lisa is fascinated by the question that clients often confront at critical pivot points in their wealth journey: “We seem to have outgrown our story. What’s next?” Working with families to build capacity for continued evolution and growth involves understanding where they have come from, where they find themselves today, and where they want to go in the future. With strategies and tools developed by the Family Engagement and Governance team, Lisa guides clients through a discovery process to help identify the impact they wish to make on the people and communities they care about. She then works with them to create actionable steps—from facilitated family meetings to tailored wealth education designed to help members of the rising generation more confidently step into roles as thoughtful stewards, philanthropists or entrepreneurs in their own right.

Lisa is a native of Rochester, New York. She earned a B.A. in Political Science from Wellesley College and a J.D. from Boston University School of Law. She is licensed to practice law in New York and holds a certificate in Family Wealth Advising from the Family Firm Institute. Lisa is an active member of the Purposeful Planning Institute, where she is a respected contributor and thought leader. She is also a member of the San Francisco Estate Planning Council.

Lisa is active in her church community and enjoys volunteering as a reading, math and financial literacy tutor for young people. Passionate about connecting people with land, history and culture, Lisa serves on the Board of Directors and Executive Committee of the Hawai’i Pacific Parks Association, a cooperating association supporting Hawai’i Volcanoes, Haleakala and American Samoa National Parks, as well as National Park Service historical sites and parks on Hawai’i island. In her spare time, she studies hula and Native Hawaiian arts, paints, supports the performing arts and plays the piano.