Trust, Estate, & Foundation Services

Elizabeth
King

• Founding Partner and Managing Director of A&M Private Wealth Partners (AMPWP)
• 18 years experience in trust and estate planning, philanthropic advisory, family governance, and bespoke trust structuring
• Leads AMPWP’s Trust, Estate, and Philanthropic Advisory Business

Elizabeth “Beth” King leads the Trust, Estate and Philanthropic Advisory division at A&M Private Wealth Partners, guiding individuals, families, business owners, family offices, and foundations in achieving their trust, estate, and philanthropic goals. She oversees the administration of various trust structures and advises trustees and fiduciaries on governance, succession planning, and next-generation education.

Beth partners closely with clients to deeply understand their values, priorities, and key concerns. Leveraging these insights, she collaborates with legal and tax advisors to craft comprehensive strategies that reflect her clients' intentions. Beth also assists families in developing communication plans, educational programs for future generations, and structured family meetings. Throughout her career, Beth has served on numerous foundation and trust boards.

Prior to joining AMPWP, Beth was a Principal at Brown Brothers Harriman, where she served as President of their Delaware Trust Company, working with domestic and international Private Banking clients on all facets of trust and foundation planning and administration. Before BBH, she was President of J.P. Morgan’s Delaware Trust Company and previously served as Fiduciary Counsel at Northern Trust in Wilmington, Delaware. Earlier in her career, Beth practiced at a boutique trusts and estates law firm, taught law at Hofstra University School of Law and Campbell University School of Law, and clerked for the Honorable Jane R. Roth on the Third Circuit Court of Appeals.

Beth is a Fellow of the American College of Trust and Estate Counsel and an active member of the Delaware Bar. She serves on the Trust Act Committee of the Delaware Bar’s Estates & Trusts Section, contributing to legislative updates to Delaware’s trust law. Beth holds a degree from the University of Delaware and earned her J.D. from Delaware Law School, graduating summa cum laude and first in her class. Additionally, she received her LL.M. from Columbia University Law School.

Jonathan
Fitzgerald

• Co-Founder of A&M Private Wealth Partners (AMPWP)
• 15 years experience in wealth management, estate planning, tax strategies
• Leads A²MP wealth planning process, which aligns clients’ estate planning goals with their asset allocation framework

Jonathan Fitzgerald directs the Wealth Planning division at A&M Private Wealth Partners, where he heads a specialized team focused on tailored wealth management and financial planning for ultra-high-net-worth (UHNW) individuals, families, business owners, entrepreneurs, and foundations. His expertise includes estate and trust planning, transfer tax strategies, business succession, insurance and investment management, legacy creation, and philanthropic initiatives.

Jonathan collaborates closely with clients and their advisors to create personalized estate, trust, and financial strategies that address immediate needs and long-term goals. He is passionate about empowering his team, clients, and colleagues by guiding them through his professional planning expertise.

Before joining AMPWP, Jonathan served as the Head of Domestic Wealth Planning for North America at Citi Private Bank, overseeing the development and implementation of comprehensive wealth management strategies. Prior to Citi, he was a National Director in the Emerald Family Office at Wilmington Trust, where he managed the business owner advisory practice and the estate settlement team.

Earlier in his career, Jonathan worked in a private legal practice, advising UHNW clients on estate and federal taxation planning. He began his career at PricewaterhouseCoopers LLP in New York City, where he spent nearly four years on a financial statement audit team for Fortune 100 companies, providing analytical insights to partners and senior management to identify key risk areas.

Jonathan holds a JD from the University of Florida Levin College of Law and a bachelor's degree in accounting from the University of Notre Dame. He is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, and the Florida Bar, where he is active in the Tax Law and Real Property and Probate Law sections.