The J.P. Morgan Private Bank Experience

At the Private Bank, we focus on understanding your personal definition of success. Our team works with you and your family in seeking to define and realize your unique goals for today, tomorrow and across your lifetime. So you can make a lasting impact and create the life and legacy you envision.

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Wealth Planning

The advice and the right strategy based on your goals.

Goals-based planning—directly linking your goals with the strategies that will help you achieve them—with regular check-ins to ensure your plan remains on track and aligned with your strategy.
Experienced Wealth Advisors help you navigate the most complex situations while sharing their deep knowledge of tax-efficient, impactful ways to structure and transfer wealth.
Access to specialists focused on planning for corporate executives and private business owners, and other professionals, with expertise in executive compensation, taxes and analytical techniques.

Investing

Access to a wide range of investment strategies and insights.

Investment plans that reflect your goals—holding regular reviews to assess performance and ensure strategy alignment.
Portfolio management—including selection, ongoing monitoring, rebalancing to your strategic asset allocation.
A global team with a local presence—industry-leading thought leadership from our Chief Investment Officer, economists, strategists and 500 Investment Specialists.

Borrowing

A dedicated partner who brings a strategic approach.

Help crafting the ideal financing solution, whether simple or complex, taking into account tax efficiency, structure and type of loan.
A range of personalized solutions and tailored advice to meet any financing need by understanding your financial situation, cash flow and balance sheet.
Well positioned to meet your short- and long-term needs as a result of our experience managing our own fortress balance sheet.

Banking

Tailored solutions to manage your personal financial needs.

Dedicated Client Service professionals who provide personalized service from day-to-day transactions to safeguarding your information and assets.
Account management anytime, anywhere—make transactions and access your personal accounts online or from your mobile device, and get cash easily using our network of Chase branches and ATMs.
Cybersecurity and financial protection—we deploy sophisticated fraud prevention strategies to maintain the privacy and confidentiality of your data and help educate you on emerging threats.