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.

Insights

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.Read Now
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