Member Profile
Osvaldo Garcia
Wealth Advisor | JP Morgan International Private Bank
Office Location: Colombia
Jurisdiction
Colombia, Panama, United States
Top Specialisms
Estates: Planning
Private Banking
Trusts: Planning
Connect
Professional Biography
Osvaldo Garcia is an Executive Director at J.P. Morgan Private Bank, working as a wealth advisor for the bank’s clients in Latin America. At J.P. Morgan, Osvaldo supports clients on a diverse set of matters, including estate and tax planning, family governance, and philanthropy. Prior to joining J.P. Morgan, Osvaldo practiced as a private client attorney, where he focused on international and domestic tax and estate planning, estate administration, trust administration, tax controversies and matters of international regulatory compliance. He has co-authored a chapter titled "U.S. Tax and Regulatory Considerations," in Private Trust Companies: A Handbook for Advisers, published in 2020 by Globe Law and Business (2nd ed. published July 2023). He has also written various articles and participated in panels relevant to the international private client. Osvaldo received his J.D. from Cornell Law School, an LLM in Tax Law from New York University, and a B.A. from Florida International University, magna cum laude. He is admitted to the bar in Florida and New York.
Question : What drew you to specialise in private client law/ wealth advisory?
Answer: I was drawn to the private client space by the urge to have close-knit relationships with clients and serve as an advisor in the very best sense, particularly concerning their most sensitive issues.
Question : For lawyers entering private client law, what are key skills you think are essential?
Answer: Follow through and attention to detail are absolutely key. We work with some of the brightest people, and to remain competitive and stand out, we must be sure that the quality of our service matches the promises. Particular to the private client space, it
Question : With the evolving landscape of the private client world, what are recent trends or shifts you are excited to explore?
Answer: I am increasingly enthusiastic about the transition to the next generation and the focus that clients are placing on implementing prudent family governance. The embrace of governance marks a significant shift from what was the norm when I first started pr
Question : Where is your favourite place to take a peer for a cocktail or coffee?
Answer: After all these years and many travels, still New York City. There are very few places like it.