Tax Advisory, Advice Lab
Adam Ludman is a senior member of the Tax Advisory group in the Advice Lab at J.P. Morgan Private Bank, a multidisciplinary team with deep expertise across dynamic planning areas that impact our clients. He works with clients and their professional advisors on wealth structuring and tax issues.
Adam has experience across the full life cycle of taxation, from legislative and policy matters to planning, implementation, compliance and controversy resolution. Prior to his current role, Adam spent more than a decade as in-house tax counsel, most recently as an Executive Director in the Corporate Tax Department at J.P. Morgan, where he advised the firm’s global lines of business on tax matters impacting clients. Prior to joining J.P. Morgan, he was an in-house tax attorney at American Express, and a tax consultant for several publicly traded and closely held companies.
Adam received an LL.M. in Taxation from Georgetown University Law Center, a J.D. from Delaware Law School, and a B.A. from Villanova University.
Adam resides in Fair Haven, New Jersey, with his wife and two daughters.
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