The Well-Prepared Spouse

Please join us for an educational discussion of financial, investment and trust planning basics.  In a world of too much information, how do we know what is important to help our families prepare for the unexpected. 

About Anne B. Sternlicht, CFEd®

Anne B. Sternlicht is a Managing Director and Banker in the Palm Beach office of J.P. Morgan Private Bank. With over 35 years of experience in wealth management, Anne has the privilege of being a trusted advisor to families through multiple generations. Anne has spent her career advising on all matters related to wealth creation, preservation and legacy. Leading with advice, integrity and understanding, she has helped families with non-financial spouses and/or children prepare to steward the family’s wealth in times of transition.  Her hallmark is a “Well-Prepared Family” which integrates investment, banking, philanthropy and trust planning. She enjoys leading Women’s Investment Dinners, “Summer School” for a comprehensive, engaging financial education for individuals seeking to empower their investment knowledge.