Our Westlake Village Team Prioritizes You.
Ayla Kalani, Andy Nakagawa and Dennis Clapp discuss how, by providing tailored advice, customized solutions and access to the best global resources, our Westlake Village team can help you achieve your goals and make an impact. Watch here.
Ayla Kalani:
J.P. Morgan Private Bank has been around for close to 200 years.
So the concept of legacy is not new to us.
When you are a J.P. Morgan Private Bank client, your legacy, first and foremost becomes our priority.
Andy:
J.P. Morgan Private Bank in Westlake Village stands out from everybody else by our approach of ensuring we’re providing the guidance and advice to our clients in a unique manner.
Dennis:
We are a deep bench of resources and intellectual capital that care about a client experience, and can pick up a conversation in virtually any discipline in finance, and have some kind of impact, or at least provide a new lens to view something that hopefully we can turn into a client relationship.
I think if there’s something really important to clients, it’s knowing that we are there when they need us.
Ayla:
Our clients have spent their lifetimes to create what they have created...
…and when you get to that level, it becomes important for you to be able to find the
right team of advisors that actually understand you, that can relate to you from within because they also live in the same community.
Dennis:
We have a stellar reputation… and I think it is our duty as frontline client-facing ambassadors… to make sure that we’re not overpromising, to make sure that we’re delivering things that are important to clients.
And I think when you’re dealing with peoples’ personal finances, that kind of trust, that level of trust is really, really important.
Ayla Kalani:
J.P. Morgan Private Bank has been around for close to 200 years.
So the concept of legacy is not new to us.
When you are a J.P. Morgan Private Bank client, your legacy, first and foremost becomes our priority.
Andy:
J.P. Morgan Private Bank in Westlake Village stands out from everybody else by our approach of ensuring we’re providing the guidance and advice to our clients in a unique manner.
Dennis:
We are a deep bench of resources and intellectual capital that care about a client experience, and can pick up a conversation in virtually any discipline in finance, and have some kind of impact, or at least provide a new lens to view something that hopefully we can turn into a client relationship.
I think if there’s something really important to clients, it’s knowing that we are there when they need us.
Ayla:
Our clients have spent their lifetimes to create what they have created...
…and when you get to that level, it becomes important for you to be able to find the
right team of advisors that actually understand you, that can relate to you from within because they also live in the same community.
Dennis:
We have a stellar reputation… and I think it is our duty as frontline client-facing ambassadors… to make sure that we’re not overpromising, to make sure that we’re delivering things that are important to clients.
And I think when you’re dealing with peoples’ personal finances, that kind of trust, that level of trust is really, really important.
An extensive array of capabilities to meet your goals
Planning
Our specialists in tax, business strategy, estate planning and giving offer a tailored approach to your goals.
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Investing
We provide best-in-class advice and service, delivered by a global team of seasoned investment professionals.
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Lending
Credit can play a key role in your wealth plan. Access an array of solutions fit for your needs and portfolio.
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Banking
Complex finances demand more from a banking relationship. Get the flexibility to confidently meet your needs.
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Our Westlake Village team is here and committed to your success
We do much more than manage wealth; we aim to add value to your life. Our specialists are here to open doors, explore new opportunities and help you to experience the full possibilities your wealth creates. We're always finding ways to shape an elevated private banking experience around you.
We bring you a team of specialists in Westlake Village carefully curated to match your goals.
Volatility can create opportunity
In a recent article in the Los Angeles Business Journal, Ayla Kalani provides tips on how families can take steps to safeguard their wealth legacies while navigating economic uncertainties and legislative changes. Discover her insights to help you make sound financial decisions.
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Euromoney names J.P. Morgan “World’s Best Private Bank”
For the second year in a row, J.P. Morgan received this accolade that reflects the bank’s unwavering commitment to delivering exceptional client service.
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The Giving List
This special report features our Private Bank executives discussing some of the biggest trends in philanthropic giving, and how the PB partners with clients on building their legacy.
Learn MoreFresh thinking that could impact your financial life
Wondering how important news and trends could impact your financial life? J.P. Morgan Private Bank's thought leaders share their insights on what's trending and what it could mean to you and your world.
