Vice Chairman Head of International Private Bank and Latin America Wealth Advisory, J.P. Morgan Private Bank
Claudia Caffuzzi is a Vice Chairman and Managing Director of J.P. Morgan Private Bank. She is the Practice Leader for the International Wealth Advisory Group and the Latin America Wealth Advisory Group. As a Wealth Advisor, she advises individuals regarding estate and trust planning (covering both local and cross-border topics) and related transfer tax and income tax matters. She focuses primarily on clients in Mexico.
Prior to joining J.P. Morgan, Claudia practiced law with the firm Cadwalader, Wickersham & Taft, concentrating in U.S. and international trust and estate planning. She served as a judicial clerk for the Honorable Oliver Seth on the Tenth Circuit Court of Appeals. Claudia received a B.A. from Connecticut College, a J.D. from University of Southern California Law School and an L.L.M in Taxation from New York University School of Law.
Claudia regularly speaks at international trust and estate planning conferences on a variety of Latin American planning topics.
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