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Liquidity Event Planning

Empowering founders and entrepreneurs.

Your partner in business expansion

Partners from startup to expansion

Whether you’re launching a new venture or scaling an established business, our team is here to guide you every step of the way. With tailored strategies to support your unique journey, we help you navigate challenges and seize opportunities for growth. 

Scaling your business worldwide

Expand your horizons with our global network and strategic insights, designed to propel your business into international markets. We offer the resources and guidance necessary to navigate the challenges of international expansion with confidence.

Industry-specific strategies

Leverage our deep understanding of diverse industries to access strategies that are precisely aligned with your business needs. Our specialized approaches ensure you stay ahead in your sector, driving innovation and growth.
We offer tailored financial strategies and global connections to support you at every stage of your entrepreneurial journey.
J.P. Morgan Private Bank proudly connects founders and investors with thought leaders to scale companies globally. Here we showcase two flagship annual forums.
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J.P. Morgan Oxford Forum
Partnering with the University of Oxford’s hubs of innovation, we bring the firm’s full global resources to support entrepreneurs on the ground. It’s a unique opportunity to discuss the latest insights regarding growth-stage funding trends in life sciences, deep tech and the green economy. 
J.P. Morgan Cambridge Forum
Cambridge, renowned for its prestigious university and thriving tech hub, hosts the Cambridge Science Park, attracting global talent and investment. Our forum for founders and CEOs explores scaling U.K. companies globally, offering insight on funding trends in life sciences, health, tech and deep tech, while fostering connections through networking. 
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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.