Music Biz 2019 has ended
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avatar for Adam Frank

Adam Frank

J.P. Morgan Securities Wealth Management Group
Managing Director and Head
New York

Adam Frank is a Managing Director and Head of the J.P. Morgan Securities Wealth Management Group, which focuses on strategic planning for individual clients, providing expertise in asset allocation, restricted and control stock and stock option management, retirement planning, estate and tax planning strategies, cash management, and other personal planning strategies.

He has extensive experience with sophisticated family business and succession planning, philanthropic planning, estate and gift tax management techniques, discounted gifting transactions, estate litigation, asset allocation, monetization and derivatives techniques, and the taxation and analysis of employee stock options.