William Abrams
Creating lasting prosperity for clients and future generations
My practice is built on a foundation of service
Your time is valuable. Your finances are intricate. I offer personalized attention and care tailored specifically to your needs. By engaging in an ongoing, open dialogue, I ensure your financial goals are clearly implemented in your strategy. I am committed to delivering ultra-responsive, highly-attentive service, and the peace of mind that comes from knowing your financial present and future are well-managed.
Full-circle wealth planning
As life evolves, so do your financial needs. My dynamic approach ensures that your wealth strategy adapts in tandem with your life stages. I partner in taking a holistic view, analyzing both sides of your balance sheet and integrating all aspects of your wealth—liquid assets, real estate, business holdings and philanthropic interests. I offer long-term, multi-generational planning to ensure your financial strategy is in harmony with your personal and family priorities. I monitor and refine your financial affairs to ensure all aspects—from liquidity to tax considerations and wealth transfer—are working in concert to safeguard your legacy.
Global strength and bespoke strategies
I connect you with J.P. Morgan's vast, global resources and strategies that are tailored with a specific focus on your individual needs. Leveraging my relationship with our industry-leading investment management, research, financial planning, and family engagement specialists in New York, San Francisco, Chicago and beyond, you gain access to tailored services aligned with your wealth, aspirations and family values. Our strategic meetings provide a forum for meaningful conversations, empowering families to build a legacy grounded in shared objectives and a strong financial, charitable, and tax-efficient framework for future generations.
The benefits of experience
My career has focused on helping families manage diverse and complex wealth structures, including sizeable real estate portfolios and private holdings. As such, I am experienced in evaluating the full scope of your financial picture. From near term needs to the protection of assets across multiple generations, I will create and execute a customized strategy that helps position you and your family for the greatest financial success.
Learn More
Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services:
- Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions
- Family Philanthropy to initiate and/or elevate your giving and create meaningful change
- Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more
- Outsourced Family Office for support with the management of the family's financial and administrative needs
Insights
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
How an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Make philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Shutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read Now
Government shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowHow an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMake philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowShutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read NowGovernment shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read Now