IEQ Capital Expands Family Office Team With Senior Income Tax Strategist Jennifer Kowal

SAN FRANCISCO, March 7, 2025 /PRNewswire/ — IEQ Capital is pleased to announce the expansion of its Family Office team with the hiring of Jennifer Kowal as Senior Income Tax Strategist. In this role, Ms. Kowal will collaborate with clients and advisory teams to provide sophisticated income tax planning strategies and insights tailored to the needs of ultra-high-net-worth individuals and families.

At IEQ Capital, striving to minimize tax liabilities and optimize after-tax returns are essential components of wealth preservation and legacy planning. Ms. Kowal represents a step forward in expanding the firm’s tax strategy capabilities, further enhancing its ability to provide proactive and integrated solutions that go beyond investment management.

Alan Zafran, Managing Partner and Co-Founder of IEQ Capital, commented, “We are delighted to welcome Ms. Kowal to the firm. 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. Her insights can further strengthen our ability to provide integrated and sophisticated planning solutions for our clients.”

Ms. Kowal brings over two decades of deep expertise in income tax, with a career spanning private practice, academia, and advisory roles at top institutions. Prior to joining IEQ, she served as an advisor at J.P. Morgan, working closely with high-net-worth clients. She serves as an adjunct Tax Professor at Loyola Law School in Los Angeles. She held academic leadership positions there and at Harvard Law School’s International Tax Program. Earlier in her career, she practiced law at Irell & Manella in Los Angeles and Ropes & Gray in Boston.

Based in Los Angeles, Ms. Kowal will work exclusively with IEQ Capital’s Family Office clients, helping them navigate income tax complexities as part of IEQ Capital’s holistic wealth management approach. Her expertise should enable clients to unlock potential tax efficiencies, optimize tax-favored accounts, and align tax strategy 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.”

IEQ Capital’s investment in income tax strategy reflects the firm’s continued commitment to providing a fully integrated approach to wealth management. As the Family Office team continues to evolve, IEQ remains focused on delivering sophisticated, customized planning services that address the multifaceted needs of its ultra-high-net-worth clients.