
Elizabeth NamElizabeth NamManaging Director, Family Engagement and Governance
About Elizabeth
Lisa Nam is a Managing Director of Family Engagement and Governance at J.P. Morgan Advisors.
Lisa is based in San Francisco and guides some of the firm's wealthiest families as they navigate specific complexities that accompany financial success. She is passionate about equipping families to build capacity, individual by individual, and generation by generation, so that financial capital can be 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, Lisa serves as an ally for her clients, facilitating conversations and experiences that prepare families for generational transitions. Whether working with a business-owning family, beneficiaries of wealth created generations before, or a tech founder whose wealth is multiplying as the result of a major liquidity event, Lisa is fascinated by the question that these clients confront at critical pivot points: "We seem to have outgrown our story. What's next?"
Working with families to build capacity for continued evolution and growth means 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 identify the impact they wish to make on the people and communities they care about, and then works with them to create actionable steps, from facilitated family meetings, to tailored wealth education that empowers members of the rising generation to more confidently step into roles as thoughtful stewards, philanthropists or entrepreneurs in their own right.
Lisa is a native of Rochester, New York, and earned her B.A. in Political Science from Wellesley College. She earned her J.D. from Boston University School of Law. She is licensed to practice law in the State of 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 Asian American Bar Association of San Francisco.
Lisa is active in her church community and enjoys volunteering as a reading, math and financial literacy tutor for young people. She is an avid supporter of the performing arts. In her spare time, she studies hula and Native Hawaiian arts, paints, and plays the piano. She also enjoys exploring new places and playing golf
Insights

Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now