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Hosted by The Tampa Bay Estate Planning Council

Retaining Wealth Across Generations with Julia Chu

A well-structured approach to family governance can help improve your family’s odds of success and continuity. It can enable families to make sound, collaborative decisions, avoid common pitfalls, and adapt to changing times.

At this event, Julia Chu will examine the elements, process and implementation of an effective family governance system; discuss the challenges faced by families in retaining wealth across generations; address components of family governance to enhance communication and long-term decision making; and share effective practices of families around the world that have generated and preserved significant wealth.

5:15 pm - Networking (Cash Bar)
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes

Wednesday, October 16, 2019
5:15 PM - 7:30 PM

Location

The Tampa Club
Ballroom
101 E Kennedy Blvd Floor 41
Tampa   FL   33602
( )229-6028
 
Website for Location



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Non-Members - $45

Speaker Profiles

 


Julia Chu, JD, LLM
Executive Director
The Philanthropy Center at J.P. Morgan

Julia Chu, Executive Director, serves as a Senior Philanthropy Advisor at J.P. Morgan Private Bank based in New York.

As a formerly practicing tax attorney, Julia plans the optimal timing and combination of charitable strategies, according to each client’s goals and assets.She also heightens the impact of the client’s philanthropy through strategic alliances, evaluation, global forums, and the publication of thought leadership.In addition, Julia integrates multiple generations in creating a common family philanthropic legacy.

Julia also guides non-profit institutions in Mission Communication, Board Governance, and Planned Giving, and regularly facilitates board meetings in these areas.She has led board training sessions in conjunction with the firm’s partnership with Robin Hood.She previously served at the National Endowment for the Arts’ Literature Program, and in the Foundation Relations and Planned Giving offices of the New York University School of Law, and the Fashion Institute of Technology respectively.

Julia develops the family governance system for families across the nation, by documenting their history, distilling their common values, and understanding their unique attributes, a process that culminates in a values statement and family constitution. Julia also empowers younger generation family members in identifying and strengthening their core passions and capabilities.

Julia advises art collectors on the factors to consider in acquiring and maintaining art.She also counsels them on the optimal succession of art, both to family members and museums, to align with the collector’s goals and tax profile.

Julia serves on the editorial board of the philanthropy section of Trusts and Estates magazine, and regularly lectures on charitable planning. She teaches at NYU’s George H. Heyman, Jr., Center for Philanthropy and Fundraising (Master’s level course in Ethics, Law and Board Governance in Philanthropic Organizations). She also periodically shares philanthropy developments as an interviewee of the New York Times.In addition, Julia evaluates fellowship candidates for the social entrepreneurship organization Echoing Green.

Julia currently serves on the audit and development committees of the Brooklyn Arts Council board, and formerly the Non-Profit and Art Law Committees of the NYC Bar. Julia received her LL.M. in Taxation from NYU School of Law, J.D. from Boston University and B.A. from Cornell University.



Registration Fee
Member
No Charge
 
Non-Member
$45.00