Edward J. Finley II

J. Finley II

Ed Finley has spent nearly 25 years in wealth management providing ultra-high-net-worth families, endowments and foundations with comprehensive advice.

Prior to a brief stint at Deutsche Bank, Mr. Finley spent 13 years at JPMorgan Private Bank, where he was a Senior Banker and Managing Director and, before that, a senior wealth advisor.

As a wealth advisor he specialized in developing strategies for holding, managing, and transferring wealth tax efficiently and across borders and across generations. Mr. Finley also has expertise in wealth planning for closely held businesses. He has also advised many charitable foundations and NGOs on their international philanthropic activities.

Prior to his career at JPMorgan, Mr. Finley practiced law with Milbank, Tweed, Hadley & McCloy and Kirkland & Ellis, where he focused on U.S. and international trust and estate planning, in addition to not-for-profit organizations. He also practiced law with Coblentz, Patch, Duffy & Bass LLP, where he advised families on wealth planning and estate administration.

Mr. Finley is an adjunct Professor at the University of Virginia, McIntire School of Commerce, where he teaches the quantitative finance capstone in investment management. He is a frequent lecturer and author on wealth management issues and is on the editorial board of Trusts & Estates magazine.

He holds a B.A. from the University of Virginia and a J.D. from the University of Chicago. He lives in New York City with his husband and two children.

The Long and Winding Road 
In 2016, economic conditions aren’t expected to change meaningfully as the world watches the U.S. presidential election unfold
Time to Bounce Back? 
Looking forward to 2015, anyone waiting for improving economic growth in the United States will be doing so for a long time.
Building Portfolios Inside PPVAs and PPLI 
Andrew N. King & Edward J. Finley II discuss some useful metrics for evaluating your clients' private placement portfolios
An Advisor’s Guide to Frozen Cash Value Life Insurance 
Mike Cohn & Edward J. Finley II discuss a new type of private placement product
Socially Responsible Investing 
Edward J. Finley II & Andrew N. King discuss how socially responsible investing can be beneficial for your wallet and your soul
Uncertainty Continues to Reign Supreme 
Members of the Trusts & Estates Investment Committee had their annual meeting to discuss the significant developments in 2012 and how the market will play out. Participating were Edward J. Finley II, Elizabeth K. Miller, Andrew M. Parker and Gregory D. Singer. Here are their thoughts
Private Placement Variable Annuities 
Edward J. Finley II & Michael Liebeskind discuss this potentially powerful tax planning tool
Private Equity 
Edward J. Finley II discusses the merits of private equity investments for trusts and families in the current market
Review by: Edward J. Finley II 
AUTHOR: John H. Langbein, Sterling Professor of Law and Legal History, Yale Law School, New Haven, Conn. Article : “Burn the Rembrandt? Trust Law’s Limits on the Settlor’s Power to Direct Investments,” 90 B.U. L. Rev. 375 (2010) View PDF of article. In ...
Clients Cashing Out? 
What do clients do with the cash when they receive large cash payments from, say, the sale of a business or a significant asset, such as a house or a
Going to Live Abroad 
Increasingly, many clients are spending time outside their home countries. Maybe it's to get a start-up off the ground. Maybe it's to retire. Some are
Local Solutions, Global Impact 
If there was a theme in international estate planning in 2006 it might be local is global. Countries (principally in Europe) made changes that were largely
Inheriting from Abroad 
Over the years, planners have found several techniques useful in helping non-U.S. families pass wealth to the next generation: offshore personal investment
Strangi's Stranglehold On Offshore Planning 
In the months since the Tax Court's decision in Estate of Strangi v. Commissioner (Strangi II) much has been written about its impact on estate planning,
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