Warwick M. Carter, Jr.

Warwick M. Carter, Jr. is a Principal at 1919 Investment Counsel based in New York.  As a Senior Wealth Advisor, his primary focus is generational wealth planning for high net worth individuals and families.  He also advises on philanthropic planning.  When giving advice, Warwick takes a comprehensive approach to assessing all aspects of a client’s tax, financial and family situation.  Warwick works closely with Portfolio Managers and Client Advisors in all of our offices to integrate wealth strategies with a client’s investments.  He regularly meets with outside advisors to devise appropriate solutions that will help grow wealth in a tax-aware way over the long term.

 

Warwick joined 1919 Investment Counsel in 2019.  He has worked in the fields of taxation, estate planning, and trust law for more than 25 years. Warwick has served as a Senior Trust Officer for J.P. Morgan Private Bank in New York and Washington, D.C.  He was subsequently National Head of Trusts and Estates at Fiduciary Trust Company International for nearly six years.  He also launched a private consulting practice advising RIAs on trusts and estates matters.  Earlier in his career, he practiced law in New York.

 

Warwick has considerable experience in philanthropic planning as well as managing foundations.  He has advised some of the largest foundations in the country. Warwick served on the Board of Trustees of the HealthCare Chaplaincy Network in New York and was a member of the Board of Visitors of the Columbus School of Law at The Catholic University of America in Washington, D.C.

 

Warwick is a graduate of Denison University and the Columbus School of Law at The Catholic University of America.  He also holds a master’s in taxation from Georgetown University. He is admitted to the bar in New York and the District of Columbia.  Warwick is also a member of the New York State Bar Association and the Society of Trust and Estate Practitioners (STEP).

 

He can be reached at [email protected].