Family Office Services
J.P. Morgan Private Bank offers you and your family office world-class insights, exclusive opportunities and comprehensive services—to help you and your family office reach your unique goals, take care of your family and create your legacy.
Uniquely positioned to help you
Drawing on generations of accumulated knowledge, we help you seize opportunities. Your dedicated team connects you to the global resources of J.P. Morgan, giving you the confidence that you won’t miss out on a cutting-edge insight or an emerging opportunity.
Create a plan
Engage with our experienced specialists to help you, your family and your giving succeed. We take a holistic approach and offer tailored services to help you achieve your goals, no matter the complexity.
Advice throughout your financial lifecycle
We can help you implement strategies aligned with your values and intentions for your wealth.
Support to help your family thrive for generations
Together, we can create a multi-generational framework to manage your family’s wealth..
Achieve impact through strategic philanthropy
We can help you establish philanthropic goals and identify the structure that’s right for you.
Grow your wealth
We offer an extensive range of services and strategies. Gain access to bespoke investments, strategic credit, exclusive events and key connections to help you reach your goals.
Tailored investment guidance and unique opportunities
We use the resources of our entire firm to build a bespoke investment strategy around you.
Strategic financing when and where you need it
Your dedicated Lending Specialist facilitates your timely access to credit from across the firm..
Life, enhanced, for you and your family
We aim to open doors and make even more possible for you through thought leadership, events and networking..
Secure your assets – and your information
Help protect the people in your life and your finances backed by the resources of J.P. Morgan. When you come to us, we make it our priority to understand your unique situation and protect your assets and information.
Secure access to a global custody network—and the reporting you want
Our open architecture platform enables you to work with all your providers and delegates and to quickly see your aggregated financial picture.
Robust cybersecurity and fraud prevention
It’s our top priority to keep you, your family, your family office safe—as well as any businesses and private foundations you may have.
White glove service and everyday banking
Put the strength, security and reach of our established banking and treasury services to work for you.
Interested in learning more about how we can work with you and your family office?
Family office advisory
Family offices can offer many benefits, but they also come with costs and challenges. Whether you’re considering setting up a new entity or already have one, J.P. Morgan can provide the capabilities and advice designed to meet your unique needs. We help families weigh options and make sound decisions, including selecting the right structure. Selecting and compensating staff. Determining family involvement. And fine-tuning operations so that the office truly functions in service of your values and objectives.
There are a number of family office structures, and each carries advantages and challenges. We can help you choose the best structure for your needs.
Through a broad range of family office advisory services, we’ve helped put together offices of all types and sizes, and our J.P. Morgan teams and specialists are ready to help.
Single family office
A single family office gives you maximum control and privacy, but also carries the highest costs and administrative responsibilities.
Multi-family office
A multi-family office provides economies of scale and can be a profit center, but requires regulatory reporting.
Virtual family office
Under a virtual family office model, you outsource some or all services and don’t carry the overhead of a traditional family office, but monitoring outside providers will still require time and resources.
