Amy Richards

Amy Richards is an Executive Director in the Advice Lab for J.P. Morgan Private Bank’s Advice Lab. This think tank of subject matter professionals is charged with developing innovative strategies and customized advice for nine critical pillars of wealth—Tax, Executive Compensation, Private Business, Estate Disposition, Family Governance, The Philanthropy Centre, Behavioral Science, Cyber, and Passions & Pursuits.

In the Advice Lab, Ms. Richards is part of the Estate Disposition pillar, which provides analyses of client estate plans and their lifetime transfers. This analysis combines a thorough review of a client’s controlling documents and balance sheets with a run through J.P. Morgan’s patented ATLAS tool (“Analysis of Taxes, Liquidity And Structures”). The results of her analyses have helped many clients to understand whether their plan would work as intended, and have provided suggestions for fine-tuning and optimization of tax efficiencies.

Ms. Richards has worked for J.P. Morgan since 1997, where she has held diverse roles within the Private Bank, including trust and estate administration, fiduciary taxation, and regulatory compliance. She earned her J.D. from Chicago Kent College of Law and her B.A. from the University of Michigan.

Ms. Richards enjoys spending time with her family and friends, spoiling her pets, singing, reading, gardening and exploring new countries. She is the current Treasurer for the recently formed charity Brooklyn Level Up, and is a past member and Treasurer of the Brooklyn Phylharmonia Chorus.