Claudia Caffuzzi
Head of International Wealth Advisory | J.P. Morgan Private Bank
JURISDICTION
Mexico
TOP SPECIALISMS
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?
Fasano
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