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Multi-Family Office & Intermediary Services

Find out why J.P. Morgan is the right partner for you, and learn more about our dedicated Multi-Family Office and Intermediary Services.

As a multi-family office & intermediary services provider, we believe you should benefit from an experienced partner who can deliver quality knowledge, advice and strategies to you and your clients. A partnership with J.P. Morgan is designed to offer just that, and more. Combining thinking, services and global institutional capabilities from across the firm’s franchise, our aim is to work alongside you to meet your clients’ diverse and sophisticated needs and to help you exceed their expectations

An experienced partner in servicing a multi-family office

 

Backed by a committed team of global specialists who work with leading multi-family offices and institutions, and with over 200 years of experience, we are accustomed to the complex and dynamic nature of managing wealth. So not only do we work with you to simplify the way we do business together, but we also use our rich, deep history to give you the tools and strategies needed to help your clients achieve their goals while making a lasting impact.

Our scale, international presence and strong institutional knowledge base serve as the foundation of our leading Corporate & Investment Bank, Asset Management, and J.P. Morgan Securities teams—which encompass all that's required to effectively serve our Institutional and Private Clients well into the future.

Leveraging our vast resources and global network, we’re invested in helping you make informed decisions on behalf of your clients by providing you with the insights and strategies that J.P. Morgan has to offer and opening our platform to you.

We are here to help.

Source: Investor Day Presentations – JPM 2020.

Our successes  

 

At JPMorgan Chase, we are investing in our customers, employees and communities around the world to break down barriers to opportunity and create an economy that works for more people. We are combining our business and policy expertise, capital and data to advance four universal pillars of opportunity: jobs and skills, small business expansion, neighborhood revitalization and financial health. We aim to deliver an optimal financial and service experience to all our clients in the markets that they are in, globally.

In 2021 JPMorgan Chase & Co. generated nearly $ 122 billion of revenue and $48 billion of net income, with a 23 percent return on tangible common equity. Across the franchise, we benefit our clients by being global, complete and operating at scale. To give you a flavor:

 

Asset & Wealth Management

  • #1 globally in Research & Asset Allocation Advice, Euromoney Private Banking & Wealth Management Survey 2020
  • Asset & Wealth Management holds $4 trillion of clients assets
  • Asset Management does business with 59% of the world’s largest pension funds, sovereign wealth funds and central banks
  • 80% of 10-year mutual fund AUM performed above peer median

euromoney1.pngCorporate & Investment Bank

  • Consistently ranked #1 in Markets revenue since 2012#1 in USD payments volume
  • J.P. Morgan Research ranked as the #1 Global Research Firm
  • Corporate & Investment Bank does business with >80% of Fortune 500 companies

euromoney2.pngCommercial Banking

  • #1 traditional Middle Market Bookrunner in the U.SCommercial Banking is the leading U.S. multifamily lender
  • 23,000 affordable housing units financed in 2020137 locations across the U.S. and 30 international locations

euromoney3.pngConsumer & Community Banking

  • #1 U.S. credit card issuer based on sales and outstandings
  • >75% of our checking households use Chase as their primary bank
  • 9.3% retail deposit market share
  • #1 primary bank within Chase footprint 
  • Dedicated multi-family office strategies
 
 

Source: 2020 JPMorgan Chase & Co. Investor Day 2020 unless otherwise stated.

Our partnership model

 

Our dedicated practice recognizes the unique needs of multi-family offices and intermediaries—ensuring that you receive a wide range of products and services to best serve and deliver for your clients. Likewise, our investment strategies are specifically tailored to help you meet their wide-ranging needs. We understand the specific needs that come with the LPOA servicing model.

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When you partner with us, we believe you’ll benefit from direct access to our world-class intellectual capital from across the firm including the latest research and insights from Asset Management and the Corporate & Investment Bank. Our objective is to see to it that you receive the right information. At the right time. So you can provide your clients with the right advice to take action.

Our team has been hand-selected for their knowledge and experience in partnering with multi-family offices and intermediaries. By working closely with you, we’ll deliver the versatility breadth and flexibility of the J.P. Morgan platform to you, regardless of line of Business.

 

Source: 2020 JPMorgan Chase & Co. Investor Day 2020 unless otherwise stated.

Dedicated strategies

 

You have a complex business to run. No two clients are the same; they have varying goals and requirements. As their advisor, you need to have access to strategies that are broad and deep enough to meet each client’s specific goals.

Drawing on its global presence and institutional strength, J.P. Morgan can help you curate tailored, diversified portfolios based on distinct goals. And our specialty lenders can help structure strategies for the most complex scenarios. At the same time, we also know that your clients’ lives extend beyond investments, so our services go beyond too. Whether the aim is to keep your clients cyber-safe, help shape their legacies or structure their wealth for the next generation, our team is there for you.  Our aim? To make your job as easy as possible.

So when you work with us, we’ll meet you where your needs are:

 

2020_05_MFO_Dedicated-Solu.png

 

In addition, our wealth planning team is available to share knowledge with you on many of the situations faced by families and individuals, including succession planning, estate planning and much more.

Simple or complex, core or peripheral, you have J.P. Morgan to draw on.

 

Insights you need to know

 

Having access to different perspectives is essential when making decisions on behalf of others. We’ve looked around J.P. Morgan to identify a series of relevant articles outlining our current best thinking from across the firm on the following topics:

  • Macro and markets: essential reading on the macro-economic environment and general market outlook.
  • Portfolio and asset insights: granular analyses by asset class, including alternatives.
  • Knowledge sharing: information on the areas that extend your knowledge and your services beyond investments.
  • First-class events also provide an opportunity to interact with specialists in their fields.

Tap into our extensive network of global resources and explore publications from the Private Bank, Asset Management, Corporate & Investment Bank and our Investor Relations page to learn more.

Podcasts

Looking for timely market knowledge? Help with financial planning? Our finance podcasts offer useful insights and goals-based financial advice for all areas of wealth management. In a world of information overload, our perspectives help listeners make sense of it all. Because today, facts alone are not enough.

Learn More

Related & Recommended

Our team is here to help

 

Our people are excited to partner with you. They are experienced in working together with multi-family offices and intermediaries. Please contact us to learn more about our team, approach and capabilities, and to discover how we can support your success. We look forward to hearing from you.

Europe

Matteo Gianini

Matteo Gianini

Managing Director, Head of Multi-Family Office and Wealth Management, Switzerland

David Cataldi

David Cataldi

Executive Director, Business Development Head of Multi-Family Office and Intermediary, Switzerland

Pierre-Olivier Tisseuil

Pierre-Olivier Tisseuil

Vice President, Business Developer of Multi-Family Office and Intermediary, Switzerland

Asia

Franck Chen

Franck Chen

Executive Director, Head of Multi-Family Office and Intermediary, Asia

Latam

Christophe Aba

Christophe Aba

Managing Director, Head of Investments and Advice, Latin America

Maricé Brown

Maricé Brown

Managing Director, Market Manager for Mexico, J.P. Morgan Private Bank

Contact us

 

Our people are excited to partner with you. They are experienced in working together with multi-family offices and intermediaries. Please contact us to learn more about our team, approach and capabilities, and to discover how we can support your success. We look forward to hearing from you.

Learn more about our Multi-Family Office & Intermediary Team

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Important Information

KEY RISKS.

This material is for information purposes only, and may inform you of certain products and services offered by J.P. Morgan’s wealth management 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. If you are a person with a disability and need additional support accessing this material, please contact your J.P. Morgan team or email us at accessibility.support@jpmorgan.com for assistance. 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.

IMPORTANT INFORMATION ABOUT YOUR INVESTMENTS AND POTENTIAL CONFLICTS OF INTEREST

Conflicts of interest will arise whenever JPMorgan Chase Bank, N.A. or any of its affiliates (together, “J.P. Morgan”) have an actual or perceived economic or other incentive in its management of our clients’ portfolios to act in a way that benefits J.P. Morgan. Conflicts will result, for example (to the extent the following activities are permitted in your account): (1) when J.P. Morgan invests in an investment product, such as a mutual fund, structured product, separately managed account or hedge fund issued or managed by JPMorgan Chase Bank, N.A. or an affiliate, such as J.P. Morgan Investment Management Inc.; (2) when a J.P. Morgan entity obtains services, including trade execution and trade clearing, from an affiliate; (3) when J.P. Morgan receives payment as a result of purchasing an investment product for a client’s account; or (4) when J.P. Morgan receives payment for providing services (including shareholder servicing, recordkeeping or custody) with respect to investment products purchased for a client’s portfolio. Other conflicts will result because of relationships that J.P. Morgan has with other clients or when J.P. Morgan acts for its own account.

Investment strategies are selected from both J.P. Morgan and third-party asset managers and are subject to a review process by our manager research teams. From this pool of strategies, our portfolio construction teams select those strategies we believe fit our asset allocation goals and forward-looking views in order to meet the portfolio’s investment objective.

As a general matter, we prefer J.P. Morgan managed strategies. We expect the proportion of J.P. Morgan managed strategies will be high (in fact, up to 100 percent) in strategies such as, for example, cash and high-quality fixed income, subject to applicable law and any account-specific considerations.

While our internally managed strategies generally align well with our forward-looking views, and we are familiar with the investment processes as well as the risk and compliance philosophy of the firm, it is important to note that J.P. Morgan receives more overall fees when internally managed strategies are included. We offer the option of choosing to exclude J.P. Morgan managed strategies (other than cash and liquidity products) in certain portfolios.

The Six Circles Funds are U.S.-registered mutual funds managed by J.P. Morgan and sub-advised by third parties. Although considered internally managed strategies, JPMC does not retain a fee for fund management or other fund services.

LEGAL ENTITY, BRAND & REGULATORY INFORMATION

In the United States, bank deposit accounts and related services, such as checking, savings and bank lending, are offered by JPMorgan Chase Bank, N.A. Member FDIC.

JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed investment 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. Annuities 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 JPM. Products not available in all states.

In Germany, this material is issued by J.P. Morgan SE, with its registered office at Taunustor 1 (TaunusTurm), 60310 Frankfurt am Main, Germany, authorized by the Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin) and jointly supervised by the BaFin, the German Central Bank (Deutsche Bundesbank) and the European Central Bank (ECB). In Luxembourg, this material is issued by J.P. Morgan SE – Luxembourg Branch, with registered office at European Bank and Business Centre, 6 route de Treves, L-2633, Senningerberg, Luxembourg, authorized by the Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin) and jointly supervised by the BaFin, the German Central Bank (Deutsche Bundesbank) and the European Central Bank (ECB); J.P. Morgan SE – Luxembourg Branch is also supervised by the Commission de Surveillance du Secteur Financier (CSSF); registered under R.C.S Luxembourg B255938. In the United Kingdom, this material is issued by J.P. Morgan SE – London Branch, registered office at 25 Bank Street, Canary Wharf, London E14 5JP, authorized by the Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin) and jointly supervised by the BaFin, the German Central Bank (Deutsche Bundesbank) and the European Central Bank (ECB); J.P. Morgan SE – London Branch is also supervised by the Financial Conduct Authority and Prudential Regulation Authority. In Spain, this material is distributed by J.P. Morgan SE, Sucursal en España, with registered office at Paseo de la Castellana, 31, 28046 Madrid, Spain, authorized by the Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin) and jointly supervised by the BaFin, the German Central Bank (Deutsche Bundesbank) and the European Central Bank (ECB); J.P. Morgan SE, Sucursal en España is also supervised by the Spanish Securities Market Commission (CNMV); registered with Bank of Spain as a branch of J.P. Morgan SE under code 1567. In Italy, this material is distributed by J.P. Morgan SE – Milan Branch, with its registered office at Via Cordusio, n.3, Milan 20123, Italy, authorized by the Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin) and jointly supervised by the BaFin, the German Central Bank (Deutsche Bundesbank) and the European Central Bank (ECB); J.P. Morgan SE – Milan Branch is also supervised by Bank of Italy and the Commissione Nazionale per le Società e la Borsa (CONSOB); registered with Bank of Italy as a branch of J.P. Morgan SE under code 8076; Milan Chamber of Commerce Registered Number: REA MI - 2536325. In the Netherlands, this material is distributed by J.P. Morgan SE – Amsterdam Branch, with registered office at World Trade Centre, Tower B, Strawinskylaan 1135, 1077 XX, Amsterdam, The Netherlands, authorized by the Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin) and jointly supervised by the BaFin, the German Central Bank (Deutsche Bundesbank) and the European Central Bank (ECB); J.P. Morgan SE – Amsterdam Branch is also supervised by De Nederlandsche Bank (DNB) and the Autoriteit Financiële Markten (AFM) in the Netherlands. Registered with the Kamer van Koophandel as a branch of J.P. Morgan SE under registration number 72610220. In Denmark, this material is distributed by J.P. Morgan SE – Copenhagen Branch, filial af J.P. Morgan SE, Tyskland, with registered office at Kalvebod Brygge 39-41, 1560 København V, Denmark, authorized by the Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin) and jointly supervised by the BaFin, the German Central Bank (Deutsche Bundesbank) and the European Central Bank (ECB); J.P. Morgan SE – Copenhagen Branch, filial af J.P. Morgan SE, Tyskland is also supervised by Finanstilsynet (Danish FSA) and is registered with Finanstilsynet as a branch of J.P. Morgan SE under code 29010. In Sweden, this material is distributed by J.P. Morgan SE – Stockholm Bankfilial, with registered office at Hamngatan 15, Stockholm, 11147, Sweden, authorized by the Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin) and jointly supervised by the BaFin, the German Central Bank (Deutsche Bundesbank) and the European Central Bank (ECB); J.P. Morgan SE – Stockholm Bankfilial is also supervised by Finansinspektionen (Swedish FSA); registered with Finansinspektionen as a branch of J.P. Morgan SE. In France, this material is distributed by JPMorgan Chase Bank, N.A. Paris Branch, registered office at 14,Place Vendome, Paris 75001, France, registered at the Registry of the Commercial Court of Paris under number 712 041 334 and licensed by the Autorité de contrôle prudentiel et de resolution (ACPR) and supervised by the ACPR and the Autorité des Marchés Financiers. In Switzerland, this material is distributed by J.P. Morgan (Suisse) SA, with registered address at rue du Rhône, 35, 1204, Geneva, Switzerland, which is authorised and supervised by the Swiss Financial Market Supervisory Authority (FINMA) as a bank and a securities dealer in Switzerland.

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