Julia Chu

Julia Chu serves as the Head of Philanthropy & Family Governance Advisory at Neuberger Berman. She leads the practice in guiding individuals and families to convey their values and priorities through future generations. She serves as an experienced sounding board to share effective practices leveraged by significant families worldwide.

Julia guides clients in through all phases of their philanthropy journey, from distilling mission, to refining strategy, to extending legacy across generations. She has also guided non-profit institutions in mission communication, board governance, and marshalling resources. For families and family offices, she fosters active inquiry and dialogue to develop each family’s governance system, documenting their history, distilling their core principles and articulating their common vision. Whether clients are interested in philanthropy, investment protocols or other important legacy elements, this North Star stands as the guidepost for establishing the role of the family members in implementing policies and ground rules. Julia leverages the internal specialists of the firm to heighten the impact of holistic planning. She is especially intent on cultivating the next generation, which she finds is the key to a successful future.

As a recognized thought leader, Julia lectured widely in the arenas 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 lectured for a Master’s-level course at New York University’s Heyman Center for Philanthropy and Fundraising.

Julia received an LLM in Taxation from New York University School of Law, a JD from Boston University and a BA from Cornell University. She has been awarded the GEN Certificate in Family Business Advising (CFBA) and the Certificate in Wealth Advising (CFWA) by the Family Firm Institute.