We are expanding our Family Office team with Jennifer Kowal joining us as a Senior Income Tax Strategist. Ms. Kowal will provide income tax planning strategies and insights tailored to the complex needs of ultra-high-net-worth individuals and families.
Minimizing tax liabilities and optimizing after-tax returns have always been essential components of our firm's wealth preservation and legacy planning. Ms. Kowal expands our tax strategy capabilities by integrating solutions that go beyond investment management.
“We are delighted to welcome Ms. Kowal to the firm,” Alan Zafran, Managing Partner and Co-Founder of IEQ Capital, said. “Her extensive background in income tax law, combined with her experience advising ultra-high-net-worth clients, makes her a tremendous asset to our Family Office team.”
Ms. Kowal brings over two decades of income tax experience, with a career spanning private practice, academia, and advisory roles at top institutions. Early in her career, she practiced tax law at Irell & Manella in Los Angeles and Ropes & Gray in Boston. She also served as an advisor to high-net-worth clients at J.P. Morgan. Her academic career includes past leadership positions at Harvard Law School's International Tax Program and Loyola Law School in Los Angeles, where she presently serves as adjunct professor.
Ms. Kowal will work exclusively with our Family Office clients, helping them navigate income tax complexities as part of our holistic wealth management approach. Her expertise can help clients unlock potential tax efficiencies, optimize tax-favored accounts, and align tax strategies with broader estate and philanthropic goals.
“By taking an intentional approach to tax planning, clients can make more informed financial decisions that reduce tax exposure and maximize long-term wealth preservation,” Ms. Kowal said. “I look forward to working closely with our clients and teams to develop thoughtful tax strategies that complement their broader financial objectives.”
Our investment in income tax strategy reflects the firm’s continued commitment to providing a fully integrated approach to wealth management.