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Optimizing compensation

Being aware of your choices and thoughtful when considering your compensation plan can be extremely important. That’s true whether you are looking to optimize your own executive compensation plan, or packages for those who work for you. From reviewing employment agreements and evaluating stock options, to deciding among retirement benefit plans, we have the knowledge and experience to advise you. Count on us to ask the right questions.

Work with us to develop a clear view of the landscape for compensation, and tax implications of different plans, awards and options. Consider the basics:

Compensation types
 

Many of our clients receive annual equity awards as part of their executive compensation plan (RSUs, ISOs, phantom stock). And the range of retirement plans and benefits can be immense—qualified pensions, non-qualified pensions, 401(k)s, executive retirement plans and more.

Knowing their tax implications is key, as is understanding when and how they’ll pay out. Our J.P. Morgan teams can guide you and your employees, if relevant, through these awards and benefits and ensure that you have sound strategies in place.

Attracting and retaining talent
 

It’s important to be thoughtful with implementing your compensation program and ensure it encourages behavior that will drive your business forward. Some employers focus on keeping employees for the long term, while others reward employees based on company performance. How your company is structured (C Corp, S Corp, LLC) can be a key consideration in these decisions. Additionally, many employers in both the private and public sectors like to consider having a performance metric tied to the award payout (e.g., EBITDA).

Our team is here and ready to work with you as you consider your own compensation structure as well as what types of awards may make the most sense for your business.

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Managing your concentrated wealth

Is a lot of your personal wealth invested in your business? When it comes to diversification, business owners and corporate executives have unique needs.
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Optimizing compensation

Understanding your awards and benefits is critical to making the most of your opportunities. We’re tapped into best practices and industry standards, and you can rely on our deep experience to help guide your decisions.
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Stepping away from your company

It’s never too early to start planning—whether that’s retiring, selling your business or transitioning leadership to the next generation. We can help you ask the right questions—and formulate the right answers.
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Contact us to discuss how we can help you experience the full possibility of your wealth.

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Important Information

This material is for informational purposes only, and may inform you of certain products and services offered by private banking businesses, part of JPMorgan Chase & Co. (“JPM”). Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. Please read all Important Information.

General Risks & Considerations

Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g., equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan team.

Non-Reliance

Certain information contained in this material is believed to be reliable; however, JPM does not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams or commentary in this material, which are provided for illustration/ reference purposes only. The views, opinions, estimates and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in the event that such information changes. Views, opinions, estimates and strategies expressed herein may differ from those expressed by other areas of JPM, views expressed for other purposes or in other contexts, and this material should not be regarded as a research report. Any projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events.

Nothing in this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation or advice (whether financial, accounting, legal, tax or other) given by J.P. Morgan and/or its officers or employees, irrespective of whether or not such communication was given at your request. J.P. Morgan and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transactions.

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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 and the relevant deposit protection schemes in conjunction with these pages.

 

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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
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