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Anne Cutler
Head of Estate Disposition Advisory
Biography
Anne Fox Cutler is an Executive Director and a member of the J.P. Morgan Private Advisory leadership team, 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.
As Head of Estate Disposition Advisory, Anne is responsible for the firm’s patented ATLAS tool (“Analysis of Taxes, Liquidity and Structures”), which shows clients what the after-tax implications of their estate planning documents will be. She and her team review clients’ estate planning documents, and then run their balance sheets through the tool to perform a thorough “Estate Disposition Analysis.”
Prior to joining J.P. Morgan, Anne worked for 10 years at U.S. Trust Company, and practiced trust and estate law for five years at Simpson Thacher & Bartlett LLP. She received her undergraduate degree from the University of Virginia and her law degree from New York University.
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