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

Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.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.