Rising Generation
Building tomorrow begins today
Legacy is not only a reflection of what has gone before.
It’s also the foundation for what’s possible in the future.
Every generation is different, but each successful transfer of wealth shares the same fundamentals. It’s a strategic vision, built on close collaboration to establish something new, and combines the rich heritage of experience with the opportunities of the future.
For many, differing priorities, global lifestyles and dynamic family structures offer unique opportunities to shape and enhance the full potential of a legacy. At J.P. Morgan Private Bank, we understand the intricate nature of transferring wealth and recognise the complexities involved. Our integrated approach supports both principals and their successors before, during and after the transition of wealth.
Contact us to discuss how we can support the continuation of your legacy.
Working to grow future wealth
In the coming years, an unprecedented global transfer of wealth will see the next generation inherit trillions in accumulated capital, offering new opportunities for both capital holders and emerging leaders.
Research shows that families who engage in effective financial stewardship are more likely to preserve and grow their wealth across generations. Proactive planning and sound management can help ensure a lasting legacy.
$83T
will change hands over the next 25 years
70%
of families lose their wealth by the second generation
For over two centuries, we’ve been providing the world’s most successful families with unique resources, drawing on our deep experience and capabilities. With our extensive reach, we are ready to meet the demands of the future by empowering the rising generation to realise the responsibilities—and possibilities—of their position.
A tailored approach
Your needs as either a principal wealth holder or a rising generation successor are distinct, shaped by different responsibilities and ambitions. By working cohesively and proactively, both parties can realise their ambitions and benefit from a seamless transition.
Principals
The business leaders and entrepreneurs building and defining a legacy.
Successors
The rising generation enhancing and sustaining a legacy.
Advice
As you build financial confidence, our partnership offers insights and solutions to facilitate smoother transitions, providing comprehensive guidance to the next generation.
Investing
Empowerment begins with a thoughtful approach to investing. With a wholly bespoke plan, the next generation inherit not just wealth, but the wisdom to grow and sustain it.
Impact
Any transfer of wealth calls for a thoughtful approach to your goals and priorities. Establish purpose and drive impact through sustainable investing and philanthropy, aligned with shared values that span generations.
Security
Reinforcing security-conscious behaviour in your family establishes a baseline for responsible online activity. Our cybersecurity capabilities secure your assets and contribute to the protection of your family reputation and resources.
A growing community
We champion the voices shaping tomorrow.
Through regular events and curated conversations, we spotlight talent, explore current challenges and foster relationships; helping us understand, support and engage with a rising generation.
Emerging Family Leaders 2025
This annual event offers guests a unique opportunity to network with peers, engage in meaningful conversations and consider the possibilities of the future. Taking place in major global cities throughout the year, it encourages meaningful conversations across topics unique to the next wave of decision makers and wealth creators.
Topics to talk about
Supporting you to initiate and explore a wide range of subjects, such as:
In focus
Global perspectives
In focus
Emerging trends
In focus
Wealth advisory
In focus
Philanthropy
In focus
Cybersecurity
In focus
Investing
Contact us to discuss how we can support the continuation of your legacy.
