Managing CLAT InvestmentsManaging CLAT Investments

Julia Chu, Executive Director, serves as a Senior Philanthropy Advisor at J.P. Morgan Private Bank based in New York.

As a formerly practicing tax attorney, Julia plans the optimal timing and combination of charitable strategies, according to each client’s goals and assets. She also heightens the impact of the client’s philanthropy, through strategic alliances, evaluation, global forums, and the publication of thought leadership. In addition, Julia integrates multiple generations in creating a common family philanthropic legacy.

Julia also guides non-profit institutions in Mission Communication, Board Governance, and Planned Giving, and regularly facilitates board meetings in these areas.  She has led board training sessions in conjunction with the firm’s partnership with Robin Hood. She previously served at the National Endowment for the Arts’ Literature Program, and in the Foundation Relations and Planned Giving offices of the New York University School of Law, and the Fashion Institute of Technology respectively.

Julia advises art collectors on the factors to consider in acquiring and maintaining art. She also counsels them on the optimal succession of art, both to family members and museums, to align with the collector’s goals and tax profile.

Julia serves on the editorial board of the philanthropy section of Trusts and Estates magazine, and regularly lectures on charitable planning. She teaches at NYU’s George H. Heyman, Jr., Center for Philanthropy and Fundraising (Master’s level course in Ethics, Law and Board Governance in Philanthropic Organizations). In addition, Julia evaluates fellowship candidates for the social entrepreneurship organization Echoing Green.

Julia currently serves on the audit and development committees of the Brooklyn Arts Council board, and formerly the Non-Profit and Art Law Committees of the NYC Bar.  Julia received her LL.M. in Taxation from NYU School of Law, J.D. from Boston University and B.A. from Cornell University.