Elizabeth NamElizabeth Nam
Managing 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

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
Sustainability

Debunking the top five sustainable investing myths

April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.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.