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.
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