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JESSICA W. ARCHER

Ms. Archer’s primary responsibility is to assist clients with the implementation of investment portfolio planning within the context of an overarching estate and asset protection plan developed specifically for each client. In addition, Ms. Archer supports the firm’s complex structure administration, insurance dedicated funds, and charitable planning practices.
In this role, Ms. Archer coordinates complex transactions, for both traditional and non-traditional investments, and communicates extensively with trustees, foreign banks, investment managers, and other professionals such as accountants and trust protectors. Ms. Archer also assists with income and foreign trust tax reporting and is an integral contributor to one of the firm’s family office representations. In addition to her investment and entity administration work, Ms. Archer participates in the administration of several family foundations and other charitable giving structures.

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