Family Office Consulting
Building family wealth to create a lasting legacy.
Guiding your family office growth
At J.P. Morgan Private Bank, our family office consultants offer industry-leading insights to help you build and develop your family office, tailored to your vision, values and long-term goals.
Building tailored family office solutions
Your dedicated team connects you with global resources to create innovative opportunities, designing a plan for your family office tailored to your needs. We work alongside you so that you, your family and your giving can achieve your goals—no matter the complexity.
Diversified investment advice
We help you implement strategies that reflect your values and support your long-term financial goals. Access a broad spectrum of investment solutions, from traditional and alternative strategies to private family funds. We help you align your portfolio with your values through ESG and impact investing. Our dedicated Lending Advisors provide you with timely access to credit solutions from across our firm.
Empowering generations
Establish a multi-generational framework with clear family policies for wealth management and preservation, empowering your family to thrive for generations. We open doors to new possibilities through thought leadership, exclusive events and valuable networking opportunities.
Legacy impact
Amplify your family’s impact through strategic philanthropy. Leverage our expertise to identify optimal structures and solutions to achieve your philanthropic goals, aligning them with existing goals and adapting to new successor objectives.
To discuss how we can help you experience the full potential of your wealth, please reach out.
Grow your wealth
Access a broad spectrum of investment solutions, from traditional and alternative strategies to private family funds. We help you align your portfolio with your values through ESG and impact investing.
Secure your assets—and your information
Safeguard your loved ones and your finances with the strength and resources of J.P. Morgan
We make it our priority to understand your unique circumstances and preserve both your assets and your personal data.
Secure access to a global custody network and comprehensive reporting
Our platform integrates seamlessly with your providers, giving you a single, consolidated view of your family’s entire wealth.
Preserving your family’s wealth is our top priority
We employ advanced technology, robust cybersecurity and rigorous fraud prevention measures to safeguard your assets.
Exceptional service and everyday banking
Benefit from the strength, security and global reach of our established banking and treasury services.
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Family Office Services
J.P. Morgan Private Bank has everything you and your family office require: world-class insights, exclusive opportunities and comprehensive services.
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Security Hub
At the Private Bank, protecting your assets and information is our priority. We invest in advanced technology and employ multiple defense layers for your safety.
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Family offices seek simplicity, flexibility, ability to adapt
J.P. Morgan Private Bank’s report reveals the challenges family offices around the globe face today. Grappling with complexities, many look for ways to become more effective, nimble and adaptable.
