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High-Net-Worth Planning in a Time of Disruption


May 07, 2020
3:00 PM - 4:00 PM

Webinar

High-Net-Worth Planning in a Time of Disruption

Jeff Brooks serves the highest end of Capital Group | American Funds’ client base and focuses on complicated High-Net-Worth investor situations. Jeff has 20+ years of experience in the industry. Prior to Capital Group, Jeff practiced law exclusively in the areas of probate, trust and estate administration and worked for a Probate Court. Jeff will discuss planning opportunities coming out of the CARES Act, ideas on wealth transfer, and strategies for income tax mitigation.

jeffrey R brooks

Jeffrey R. Brooks is a wealth strategist at Capital Group, home of American Funds. He has 23 years of industry experience and has been with Capital Group for one year. Prior to joining Capital, Jeff worked in the role of senior wealth strategist at UBS Financial Services and before that in a similar role at Merrill Lynch/Bank of America. Earlier in his career, Jeff practiced law exclusively in the areas of probate, trust and estate administration and worked for a Probate Court. He received a juris doctor degree from the University of Missouri, Columbia and holds a bachelor's degree in journalism (broadcast sequence), also from the University of Missouri, Columbia.  Jeff is based in Los Angeles.

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