Amy Richards

Senior Estate Disposition Advisor

Biography

Amy Richards is an Executive Director and member of J.P. Morgan Private Advisory, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals.

Amy is part of the Estate Disposition Advisory team, 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.

Amy 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.

Read insights from Amy

Investment Strategy

How to better position portfolios before the hard data…

The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.

Alan Wynne

May 9, 2025

Contains video.

Investment Strategy

Tech, Tariffs, and Turbulence: Insights from the CIO

Gain insights on tariffs, global resilience, and strategic portfolio shifts for informed investment decisions today

May 7, 2025

Investment Strategy

Market Thoughts: Waiting for the great leap forwards

Markets are forward-looking. Investors interpret, then anticipate direction. Occasionally direction comes from pure adrenaline,…

Richard Madigan

May 5, 2025

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