Carly DoshiCarly DoshiManaging Director, Wealth Planning and Advice
Carly Doshi is a Managing Director with J.P. Morgan Wealth Management and the East Division Lead of Wealth Planning and Advice, a team of former practicing lawyers who provide wealth planning, thought leadership, and strategic guidance to individuals, complex families, and associated entities.
In her role, Carly provides leadership and guidance to J.P. Morgan's clients and advisors on a wide array of planning topics, including multi-generation wealth transfer, business succession, philanthropy, family office structuring, and family governance strategies. She works directly with the firm's most sophisticated clients and their legal and tax professionals1 , and prides herself on a client-led, bespoke approach to planning advice delivery.
Carly is an active contributor to the advisor community, and is frequently called upon to speak and publish on wealth planning, philanthropy, family office advisory, and family governance matters. She has been quoted in the Financial Times, Bloomberg, Barron's, Euromoney, the South China Morning Post, Business Insider, and other financial news publications, and has spoken at numerous national and international conferences on managing the complexities of family wealth. Carly is also quoted in The Family Office Handbook (Wiley, 2nd Edition).
She serves in leadership roles with the American Bar Association, including Vice Chair of Charitable Planning Group and Committee Co-Chair of the Emotional & Psychological Issues Facing Estate Planning Committee. She sits on the Executive Board of the New York chapter of the Society for Trusts & Estates Practitioners (STEP), and also leads STEP's Global Philanthropy Advisors Steering Committee. She is a member of the Purposeful Planning Institute and a former Fellow of the American Bar Association, Real Property Trusts & Estates Section. For her contributions to the profession, Carly was recognized as a Young Leader by the American College of Trusts & Estates Counsel (ACTEC).
Prior to her current role, Carly managed a national team of wealth planning attorneys and advisors for a large international bank. Previously, she built and ran a private bank's Philanthropy & Family Governance practice, and led growth for a new Delaware trust company for a Registered Investment Advisor and global investment bank. Carly has also served as a Planned Giving advisor in a university philanthropy office.
Carly earned a J.D. from Pepperdine University School of Law, wherein she concentrated on trusts and estates and family mediation, and obtained certification from the Straus Institute for Dispute Resolution. She obtained a B.A. from UC Santa Barbara.
1 Wealth Planners may work with clients' tax advisors, but do not provide tax advice