Family Office Services

J.P. Morgan Private Bank offers industry-leading insights, exclusive opportunities and comprehensive services to help you and your family office reach your unique goals, care for your family and preserve your legacy.
Contact us to discuss how we can help you experience the full possibility of your wealth.
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2024 Global Family Office Report

J.P. Morgan Private Bank’s report reveals the challenges family offices around the globe face today. Grappling with complexities, many look for ways to become more effective, nimble and adaptable.

Read our report

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 reporting

Our platform enables you to work with all of your providers and to see your aggregated financial picture.

Robust cybersecurity and fraud prevention

It’s our top priority to keep you and your family safe – and any of your businesses or private foundations.

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?
Contact us
Awards or rankings are not indicative of future success or results. For third-party award selection criteria and other important information, visit: https://privatebank.jpmorgan.com/apac/en/disclosures/award-disclosures

More Insights

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Goals-based planning

Stewardship, succession and the family office

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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products. 

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. 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. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

Please read the Legal Disclaimer (for J.P. Morgan regional affiliates and other important information) and the relevant deposit protection schemes.

 

DEPOSIT PROTECTION SCHEME 存款保障計劃 JPMorgan Chase Bank, N.A.是存款保障計劃的成員。本銀行接受的合資格存款受存保計劃保障，最高保障額為每名存款人HK$500,000。 JPMorgan Chase Bank N.A. is a member of the Deposit Protection Scheme. Eligible deposits taken by this Bank are protected by the Scheme up to a limit of HK$500,000 per depositor.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.