As Head of Philanthropy & Family Governance Advisory, NB Private Wealth, a division of Neuberger Berman, Julia guides family members in proactively navigating their future and philanthropic journey together. Common topics covered with significant families include wealth communication and disclosure, succession planning and post-liquidity governance in determining a new common framework for the family and its wealth.
Julia has lectured widely in the areas of philanthropy and family governance, with her perspective featured in The New York Times, Forbes, the Financial Times and Barron’s. Julia has authored articles for Trusts and Estates magazine and the Leimberg Estate Planning Newsletter and regularly speaks on charitable giving. She has also served as an Editorial Board Member, Philanthropy for Trusts & Estate Magazine and lectured for a master’s level course at New York University’s Heyman Center for Philanthropy and Fundraising.
Active in the non-profit sector, Julia chairs the Audit Committee of the Brooklyn Arts Council board and led several Art Succession panels during her membership on the Non-Profit and Art Law Committees of the New York City Bar. She currently serves on the Charitable Planning Committee of the NYS Bar Association Trusts and Estates Section. In addition, she has evaluated fellowship candidates for the social entrepreneurship organization Echoing Green, and most recently as an evaluator for Mackenzie Scott’s Yield Giving initiative, in vetting candidates for granting to selected community organizations nationwide.
Website: www.nbprivatewealth.com | LinkedIn: www.linkedin.com/in/julia-chu-7a73276
