Jeffrey Rogoff

Background

About Jeffrey Rogoff

As an Executive Director and Banker at J.P. Morgan Private Bank, I work closely with highly affluent clients, including business owners, entrepreneurs, corporate executives and family offices whose wealth has evolved to more complex sets of objectives. I offer direct access to one of the premier private banking platforms in the world, curating tailored advice, investments and planning strategies that help add value across the phases of their financial lives. I draw on over 25 years of experience in capital markets and structured finance to lend an insightful perspective in helping clients define their important goals. I guide them in differentiating between core and surplus wealth, centering my counsel around lifestyle needs, family considerations, generational dynamics, legacy planning, philanthropy and more. For clients anticipating a liquidity event, I serve as a seasoned sounding board to evaluate exit strategies and pre-/post-transaction planning in a tax and estate–efficient manner. I am deeply connected within the industry and work with a team of like-minded advisors to explore synergistic ideas.