Dan Schrauth is a Managing Director with J.P. Morgan Private Bank in San Francisco and Palo Alto, serving ultra high net worth clients in Northern California and Hawaii. As part of the Private Bank’s worldwide tax and estate planning advisory team, Dan works with individuals and families on tax- efficient wealth transfer strategies and tax minimization strategies. Dan has significant experience advising a wide range of clients including: Silicon Valley/technology entrepreneurs and executives; public company executives; principals of venture, private equity and hedge funds; cross border/international families; and multi-generational wealthy families.
Prior to joining J.P. Morgan in 2006, Dan practiced tax, trust and estate law at the San Francisco office of Morgan, Lewis & Bockius, and prior to Morgan Lewis, at the San Francisco office of Hanson Bridgett. Dan is a frequent speaker on wealth preservation and estate planning topics, and has been quoted in publications including The Wall Street Journal, The New York Times, BusinessWeek, The Financial Times and The San Francisco Chronicle. Dan lives with his wife and three children in Marin County, California.