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What We Do

Wealth Planning & Advice

What’s the purpose of your wealth? We help you discover it, then strategically align your resources and decisions.

What We Do

Wealth Planning & Advice

What’s the purpose of your wealth? We help you discover it, then strategically align your resources and decisions.

Build a personalized strategy to pursue your goals, powered by 200 years of banking experience to create your tailored wealth plan.

A Center of Excellence

Our team includes former attorneys in trust services, M&A, and taxes, as well as policymakers, business leaders, credentialed planners, and professionals from various disciplines.

Deep-Rooted Experience

With 200 years of managing complex wealth at the bank, we’ve seen and navigated it all. Our personalized, unbiased advice helps you achieve your financial goals—all in one place.

Shaped Around You

Your Private Bank team takes the time to understand your goals and, powered by our insights, consistently offers highly informed perspectives tailored to your specific needs.

Global Perspective

Guided by our local, regional, and international knowledge, our strategies are designed to leverage key advantages when geography matters most.

Find the specialized resources and teams aligned to your wealth plans.

Meet the team

With many decades of experience, our skilled team expertly guides clients through their international journey & wealth planning, ensuring seamless cross-border transitions.

Chris Ottenritter

Head of EMEA Wealth Advisory

Felicia Law

Head of Asia Wealth Advisory

Claudia Caffuzzi

Vice Chairman & Head of LATAM Wealth Advisory

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Contact us to discuss how we can help you experience the full potential of your wealth.

Explore here

How do you support clients with international financial needs?

Can you help with succession and estate planning?

Can you advise on philanthropic giving and impact investing?

How does your bank ensure the security and confidentiality of my assets?

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 Private Bank regional affiliates and other important information in conjunction with these pages.

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.