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Family Office Services

Banking and custody for family offices

Custody services provide a stable environment for assets such as stocks, bonds, alternatives, etc., ensuring their safekeeping and efficient management. Services also ensure regulatory compliance, help manage operational tasks, such as settling securities trades and collecting dividend/interest payments, and provide confidence to both individual and institutional investors. The best suited global custodian and banking partner with the legacy, capabilities, resources and scale can help create greater efficiencies and alleviate many of the day-to-day challenges of your family office.

J.P. Morgan Private Bank works with many of the most sophisticated families in the world as their global custodian and banker. Our institutional banking and treasury services platform, custodial responsibilities, convenient access to accounts on J.P. Morgan OnlineSM and J.P. Morgan Access®, and a dedicated Client Service team all work together to support your lifestyle.

Partnering with your family office

We’re here for all your custody needs

Assets under custody

We have $38 trillion assets under custody.
$38T

Global custody platform

We provide custody and safekeeping in 50 markets across the Americas, Europe, Middle East, Africa and Asia.
50 Markets

Commitment to excellence

Our sub-custodians are continuously assessed as part of due diligence processes and oversight governance conducted by a team of almost 200 network managers across 5 locations.
~200
Stats are as of June 2025, J.P. Morgan Private Bank

2026 Global Family Office Report

View insights from our family office survey, revealing the challenges family offices around the globe face today.

Read more

Banking and custody services on a first-name basis

Understanding your full financial picture

You can link your external accounts, integrate tools and customize how you view your accounts to receive the data and transparency you need to make strategic decisions.

Put the power in the hands of people you trust

Delegate account access and permissions to your employees and financial managers, including dual-control processes.

Streamline your operations and trades

Our platform is compatible with third party registered investment advisors and other external parties to ensure you can execute trades quickly and seamlessly. Also, customize your reporting needs for when and how you need it.

Latest insights

Economy & Markets Oct 8, 2026

Califoreboding

Many client questions I received last week in California were laden with a sense of foreboding: third rail questions about the US…

Investment Strategy Oct 2, 2026

Answering top questions on China

We address clients’ most asked questions on China, from the Trump-Xi meeting to China’s macro outlook, and consider potential…

LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck

 

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.