Citywealth Forum USA 2026 – Speaker: Claudia Caffuzzi, J.P. Morgan Private Bank

Date: 16 Oct 2025

Citywealth

Claudia Caffuzzi
Vice Chairman and Head of IPB and Latin America Wealth Advisory and Head of IPB Advice Lab at J.P. Morgan Private Bank 

Claudia Caffuzzi is a Vice Chairman and Managing Director of J.P. Morgan Private Bank. She is the Practice Leader for the International Wealth Advisory Group and the Latin America Wealth Advisory Group. As a Wealth Advisor, she advises 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. She focuses primarily on clients in Mexico.
Prior to joining JPMorgan, Claudia practiced law with the firm Cadwalader, Wickersham & Taft, concentrating in U.S. and international trust and estate planning. Claudia received a B.A. from Connecticut College, a J.D. from
University of Southern California Law School and an L.L.M in Taxation from New York University School of Law.
Claudia regularly speaks at international trust and estate planning conferences on a variety of international planning topics. She is a co-chairman of the Cambridge Forum for International Wealth Advisors, 2nd Generation, and was awarded the Woman of the Year in the Career Achievement category in the 2024 Citywealth Powerwomen Awards.

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