Edward J. Finley II

Edward
J. Finley II
Managing Director and Private Banker,
Deutsche Bank

 

Ed Finley is a Managing Director and Private Banker in Deutsche Bank Private Wealth Management's New York office. In this capacity, he provides ultra-high net-worth clients with comprehensive wealth management solutions.

Mr. Finley has over 20 years of wealth management experience. Prior to joining Deutsche Bank in 2012, he was a Managing Director and Senior Private Banker at JPMorgan Private Bank, where he provided wealth management solutions to families, individuals and not-for-profit organizations. He was formerly a senior wealth advisor in Latin America, most recently covering Brazil, where he specialized in developing strategies for holding, managing and transferring wealth tax efficiently and across generations. Mr. Finley also has expertise in cross-border estate planning and wealth planning for closely-held businesses and non-marital couples. He has also advised many charitable foundations and NGOs on their international philanthropic activities.

Prior to his tenure 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 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 2 children. 

Articles
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,
Beyond Borders
These are the kind of earth-rattling headlines we read last year: IRS Reaches Agreement with Visa and MasterCard on Information Disclosure; Future of
Collecting for Keeps
Collecting is not for the faint of heart. In recent years, the news has brimmed with stories about unsuspecting private collectors and museums having
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