Claudia Caffuzzi

Head of International Wealth Advisory  |  J.P. Morgan Private Bank



Estates: Planning

Family Governance and Business

Family Office

Office Location

United States

Short Biography

I am a Vice Chairman and Managing Director of JPMorgan Private Bank. I am the Practice Leader for the International Wealth Advisory Group and the Latin America Wealth Advisory Group. As a Wealth Advisor, I advise individuals regarding estate and trust planning (covering both local and cross-border topics) and related transfer tax and income tax matters, as well as family governance. I focus primarily on clients in Mexico. Prior to joining JPMorgan, I practiced law with the firm Cadwalader, Wickersham & Taft, concentrating in U.S. and international trust and estate planning.

What is your favorite restaurant to take a client or colleague to?


What is the best piece of advice you have ever received?

Keep an open mind

What was your first job?

Judicial clerkship

What is the book you recommend to everyone?

What changes do you expect to see in your practice over the next year?

More focus on planning for the modern family