Biography
Jacqueline Valouch is a Managing Director, the Head of Wealth Planning and Philanthropy for Deutsche Bank Wealth Management based in New York. She leads a team comprised of in-house tax, trust and estate attorneys, and certified public accountants and together, they advise clients in areas such as estate planning, tax planning, life insurance, art collections, philanthropy, and next-generation wealth education, including a focus on international and cross-border wealth planning. They also work closely on the estate and trust administration needs of wealthy families.
Ms. Valouch has over 20 years of experience in the wealth planning area. After nearly a decade in private practice, she joined Fidelity Charitable where, for 15 years, she led a team of charitable planning experts, and advised individuals, families, and their advisors on how to incorporate charitable giving into their long-term planning goals.
Ms. Valouch has been featured as a subject matter expert at numerous conferences and panels on a variety of charitable planning topics. She holds a B.A. from the State University of New York at Albany and a J.D. from New York Law School, where she served as an adjunct professor of law for the LL.M., in Taxation program, teaching Charitable Organizations. Ms. Valouch sits on the Board of Directors for the Armory Foundation, is a member of the New York State Bar Association, Trusts & Estates Law Section, Charitable Planning Committee, is on the Executive Committee of WorkingNation, serves as a Leadership Advisor for Grace Farms Foundation and is also Co-Chair of the Lincoln Center Planned Giving Advisory Committee.