Christopher PeggChristopher Pegg, CFP®Outsourced Family Office National Lead, Executive Director
About Christopher
Chris Pegg is an Executive Director and National Lead for the Outsourced Family Office Team at J.P. Morgan Wealth Management.
A CERTIFIED FINANCIAL PLANNER® professional since 2005, Chris leads the team in developing and implementing custom-tailored family office services for clients with multi-generational wealth. These services are crafted from a thorough understanding of each family's specific needs as well as their values and the vision they share for their legacy across generations.
Chris joined J.P. Morgan Wealth Management in 2023 after his role as Managing Director of Family Office Services at First Republic. Previously, Chris spent more than 20 years of his career focused on the wealth planning needs of real estate investors, business owners and other high-net-worth families, first in private practice as a tax attorney and then as a Director of Wealth Planning for Wells Fargo Private Bank.
Highly respected in the industry, Chris is a sought-after speaker and writes frequently on matters relating to tax law and wealth planning. He has been cited on multiple occasions in The New York Times, Bloomberg and other national publications.
Chris holds a J.D. and a LL.M. in Taxation. He received Board Certification in Tax Law in 2010 from the Florida State Bar.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowHow do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read NowWhat is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowBusiness succession planning: Building an effective team
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