Managing Director Swiss Wealth Advisor
Marie-Thérèse Yates is the Swiss Wealth Advisor at J.P. Morgan Private Bank. Based in Geneva and Zurich, Switzerland, she is responsible for advising families on strategies to plan for and support the harmonious transition of their family wealth and family businesses to the next generation. She works with ultra high net worth (UHNW) families in developing the global architecture of their wealth, family governance and communication strategies, and next generation engagement and development. Marie-Thérèse has published articles on diverse wealth management topics and has extensive public speaking experience.
Prior to joining J.P. Morgan, she led a single-family office for an international family and was responsible for overall family office management, structuring and executing private equity and venture capital investments, wealth and succession planning, family governance and assisted in various matters relating to the family's art collection.
For more than ten years before this engagement, Marie-Thérèse was with Baker McKenzie where she was a partner. She headed the Wealth Management and US Tax teams in Zurich and was a member of the EMEA Wealth Management Steering Committee. Her practice focused on wealth planning and international tax matters, including succession planning, international mobility and pre-immigration planning, family and business governance, compliance and regulatory issues.
Marie-Thérèse holds a J.D. degree from the University of Virginia School of Law and a B.A. degree in Literature and Classics from Princeton University. She is originally French and American and grew up in New York City, San Francisco, the Boston area and Paris. Marie-Thérèse has been a Swiss resident since 2006 and is fluent in English, French and German.
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