Meet the Family Office Team
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Our knowledge and connectivity of family offices is actually rooted in history. One of the first family offices in existence was the House of Morgan. And so it is in our DNA and in our legacy that we're experts.
So many of our clients come to us. And they ask the question, do I need a family office? I'm thinking about starting a family office. Help me think that through. And the question that I always begin with is, what are you trying to solve for? That may be tax management advice. It may be outsourced investment advice. They need estate planning, family governance help, working with their next generation family members on financial education and financial literacy so that they can prepare that next generation to become good stewards of the wealth.
What families find unique about JP Morgan is our ability to help them across the spectrum. Whether we're going to be the custodian, their primary bank, their lender to access our investment platform, to access our trust company, our executor services, or our family office solutions, they can come to JP Morgan as their one-stop shop for all things that family might need.
We're very multifaceted in all the things that we can do. And we can work with our wealth advisors to create the right structures to ensure that we're delivering the best value. So what I love about what we do, it's the advice, it's the customization, and it's a full service that we're able to offer to them.
We all have different backgrounds, different strengths, different areas of expertise. But because we're all coming to it from one team and one lens, we can make sure that it's a cohesive conversation.
Once the family has decided upon the appropriate structure for their particular circumstances, we can work with them to provide services related to investment, family governance, family philanthropy. We can provide cybersecurity consulting services to those families.
Cybersecurity is a huge priority for JP Morgan. We invest annually upwards of $12 billion a year in technology. About $700 million additionally in cybersecurity. We look at each family office uniquely. We understand their scenario, how they're set up in their infrastructure.
We talk them through and have details of processes that they can change, resources that they can implement, third parties that they might be able to reach out to help them further if they feel it's beyond their grasp. The depth and breadth of our cyber advisory program is really unique and has been around for many years and has a depth that I have not seen in other firms.
We have the opportunity to partner with some of the leading families in the world to learn from them and to provide value to them.
And we can bring to bear the power and the solutions of JP Morgan Private Bank and our family office business to help them and be stewards of their capital for generations to come.
The reason why you would want to come to us at JP Morgan is we will take care of your family. We will get to know you. We will get to know what matters to you. JP Morgan will be here working and taking care of your family. That's why you want to work with us.
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Text, Introducing JP Morgan Private Bank Family Office Services. Investment products. Not F.D.I.C. insured. No bank guarantee. May lose value. Intended for financial professionals only. JP Morgan Chase is an equal opportunity employer/disability/veterans. Chris McCree, Vice President, Family Office Practice.
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Our knowledge and connectivity of family offices is actually rooted in history. One of the first family offices in existence was the House of Morgan. And so it is in our DNA and in our legacy that we're experts.
So
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Elisa Rizzo, Managing Director, Head of Family Office Advisory.
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many of our clients come to us. And they ask the question, do I need a family office? I'm thinking about starting a family office. Help me think that through. And the question that I always begin with is, what are you trying to solve for? That may be tax management advice. It may be outsourced investment advice. They need estate planning, family governance help, working with their next generation family members on financial education and financial literacy so that they can prepare that next generation to become good stewards of the wealth.
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William Sinclair, Head of U.S. Private Bank, Family Office Practice.
(SPEECH)
What families find unique about JP Morgan is our ability to help them across the spectrum. Whether we're going to be the custodian, their primary bank, their lender to access our investment platform, to access our trust company, our executor services, or our family office solutions, they can come to JP Morgan as their one-stop shop for all things that family might need.
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Varcity Kariuki, Head of Outsourced Chief Investment Officer.
(SPEECH)
We're very multifaceted in all the things that we can do. And we can work with our wealth advisors to create the right structures to ensure that we're delivering the best value. So what I love about what we do, it's the advice, it's the customization, and it's a full service that we're able to offer to them.
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Monica DiCenso, Head of Global Investment, Opportunities Group.
(SPEECH)
We all have different backgrounds, different strengths, different areas of expertise. But because we're all coming to it from one team and one lens, we can make sure that it's a cohesive conversation.
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Elisa Rizzo
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Once the family has decided upon the appropriate structure for their particular circumstances, we can work with them to provide services related to investment, family governance, family philanthropy. We can provide cybersecurity consulting services to those families.
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Illeana van der Linde, Executive Director, Cyber Advisory.
(SPEECH)
Cybersecurity is a huge priority for JP Morgan. We invest annually upwards of $12 billion a year in technology. About $700 million additionally in cybersecurity. We look at each family office uniquely. We understand their scenario, how they're set up in their infrastructure.
We talk them through and have details of processes that they can change, resources that they can implement, third parties that they might be able to reach out to help them further if they feel it's beyond their grasp. The depth and breadth of our cyber advisory program is really unique and has been around for many years and has a depth that I have not seen in other firms.
(DESCRIPTION)
Chris McCree.
(SPEECH)
We have the opportunity to partner with some of the leading families in the world to learn from them and to provide value to them.
(DESCRIPTION)
William Sinclair
(SPEECH)
And we can bring to bear the power and the solutions of JP Morgan Private Bank and our family office business to help them and be stewards of their capital for generations to come.
(DESCRIPTION)
Varcity Kariuki
(SPEECH)
The reason why you would want to come to us at JP Morgan is we will take care of your family. We will get to know you. We will get to know what matters to you. JP Morgan will be here working and taking care of your family. That's why you want to work with us.
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Text, JP Morgan Private Bank. J.P. Morgan Private Bank is a business of JP Morgan Chase and Co, which offers investment products and services through J.P. Morgan Securities LLC (UPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC, JPMorgan Chase Bank, N.A. and its affiliates (collectively JPMCBT) offers other investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Annuities and insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency doing business as Chase insurance Agency Services Inc. in Florida. JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase and Co. Copyright 2023 JP Morgan Chase and Co. All rights reserved.
