Family Offices

Build lasting family wealth with the World’s Best Private Bank*

Guiding you with proven experience

At J.P. Morgan Private Bank, our Family Office Services Team provides a personalized approach to financial stewardship, ensuring that your legacy endures and reflects your family’s values and aspirations. We are committed to helping build and preserve wealth across generations, offering tailored strategies that align with your unique goals. Partner with us to create a lasting impact and help secure your family’s future.

Investments

We offer a comprehensive family office investment suite with outsourced CIO services for asset allocation, investment policy, and risk management. Our services also include global market insights, institutional trading solutions, and strategic tax management. In Private Markets, we offer access to direct investments and a robust alternatives platform. With our unique vantage point, we share insights from family offices around the world to provide a diverse range of perspectives to inform your investment decision making.

Advisory Services

J.P. Morgan Private Advisory provides trusted advice that transforms complexity into clear strategies. We offer tailored solutions in areas like family office structuring & design, family governance, next generation education, and matrimonial advice. Over services also cover executive compensation advisory, tax strategies, estate analysis, cybersecurity advisory, philanthropy, and private business advisory. With bespoke modeling and analytics, we deliver personalized strategies for your family’s needs.

Estate & Wealth Planning

Our wealth & estate planning specialists share their decades of experience and notable perspectives with you, your attorneys and your family office to optimize the estate planning process. Whether it’s reviewing your documents or what structures you’ve put in place, we can work with you to make sure they truly reflect your intentions. We also provide trust & estate administration services, serving as your corporate trustee or executor to help you manage and preserve your assets through a variety of administrative and distribution services.

Banking, Lending and Custody

We offer stability, security and excellence in banking services, ensuring your family office runs seamlessly and aligns with your goals. Our custom lending strategies enable borrowing against assets like aircraft and life insurance, as well as fund financing and mortgages. In addition, our institutional-level global custody services provide secure, segregated asset holding backed by J.P. Morgan’s balance sheet. With centralized securities valuation and a dedicated team, we ensure asset protection, efficient management and comprehensive aggregated reporting.

In the spotlight

Family Office Services

Watch the Video

Descriptive audio

Meet the Family Office Team

[MUSIC PLAYING]

Our knowledge and connectivity of family offices is actually rooted in history. One of the first family offices in existence was the House of Morgan. And so it is in our DNA and in our legacy that we're experts.

So many of our clients come to us. And they ask the question, do I need a family office? I'm thinking about starting a family office. Help me think that through. And the question that I always begin with is, what are you trying to solve for? That may be tax management advice. It may be outsourced investment advice. They need estate planning, family governance help, working with their next generation family members on financial education and financial literacy so that they can prepare that next generation to become good stewards of the wealth.

What families find unique about JP Morgan is our ability to help them across the spectrum. Whether we're going to be the custodian, their primary bank, their lender to access our investment platform, to access our trust company, our executor services, or our family office solutions, they can come to JP Morgan as their one-stop shop for all things that family might need.

We're very multifaceted in all the things that we can do. And we can work with our wealth advisors to create the right structures to ensure that we're delivering the best value. So what I love about what we do, it's the advice, it's the customization, and it's a full service that we're able to offer to them.

We all have different backgrounds, different strengths, different areas of expertise. But because we're all coming to it from one team and one lens, we can make sure that it's a cohesive conversation.

Once the family has decided upon the appropriate structure for their particular circumstances, we can work with them to provide services related to investment, family governance, family philanthropy. We can provide cybersecurity consulting services to those families.

Cybersecurity is a huge priority for JP Morgan. We invest annually upwards of $12 billion a year in technology. About $700 million additionally in cybersecurity. We look at each family office uniquely. We understand their scenario, how they're set up in their infrastructure.

We talk them through and have details of processes that they can change, resources that they can implement, third parties that they might be able to reach out to help them further if they feel it's beyond their grasp. The depth and breadth of our cyber advisory program is really unique and has been around for many years and has a depth that I have not seen in other firms.

We have the opportunity to partner with some of the leading families in the world to learn from them and to provide value to them.

And we can bring to bear the power and the solutions of JP Morgan Private Bank and our family office business to help them and be stewards of their capital for generations to come.

The reason why you would want to come to us at JP Morgan is we will take care of your family. We will get to know you. We will get to know what matters to you. JP Morgan will be here working and taking care of your family. That's why you want to work with us.

(SPEECH)

[MUSIC PLAYING]

(DESCRIPTION)

Text, Introducing JP Morgan Private Bank Family Office Services. Investment products. Not F.D.I.C. insured. No bank guarantee. May lose value. Intended for financial professionals only. JP Morgan Chase is an equal opportunity employer/disability/veterans. Chris McCree, Vice President, Family Office Practice.

(SPEECH)

Our knowledge and connectivity of family offices is actually rooted in history. One of the first family offices in existence was the House of Morgan. And so it is in our DNA and in our legacy that we're experts.

So

(DESCRIPTION)

Elisa Rizzo, Managing Director, Head of Family Office Advisory.

(SPEECH)

many of our clients come to us. And they ask the question, do I need a family office? I'm thinking about starting a family office. Help me think that through. And the question that I always begin with is, what are you trying to solve for? That may be tax management advice. It may be outsourced investment advice. They need estate planning, family governance help, working with their next generation family members on financial education and financial literacy so that they can prepare that next generation to become good stewards of the wealth.

(DESCRIPTION)

William Sinclair, Head of U.S. Private Bank, Family Office Practice.

(SPEECH)

What families find unique about JP Morgan is our ability to help them across the spectrum. Whether we're going to be the custodian, their primary bank, their lender to access our investment platform, to access our trust company, our executor services, or our family office solutions, they can come to JP Morgan as their one-stop shop for all things that family might need.

(DESCRIPTION)

Varcity Kariuki, Head of Outsourced Chief Investment Officer.

(SPEECH)

We're very multifaceted in all the things that we can do. And we can work with our wealth advisors to create the right structures to ensure that we're delivering the best value. So what I love about what we do, it's the advice, it's the customization, and it's a full service that we're able to offer to them.

(DESCRIPTION)

Monica DiCenso, Head of Global Investment, Opportunities Group.

(SPEECH)

We all have different backgrounds, different strengths, different areas of expertise. But because we're all coming to it from one team and one lens, we can make sure that it's a cohesive conversation.

(DESCRIPTION)

Elisa Rizzo

(SPEECH)

Once the family has decided upon the appropriate structure for their particular circumstances, we can work with them to provide services related to investment, family governance, family philanthropy. We can provide cybersecurity consulting services to those families.

(DESCRIPTION)

Illeana van der Linde, Executive Director, Cyber Advisory.

(SPEECH)

Cybersecurity is a huge priority for JP Morgan. We invest annually upwards of $12 billion a year in technology. About $700 million additionally in cybersecurity. We look at each family office uniquely. We understand their scenario, how they're set up in their infrastructure.

We talk them through and have details of processes that they can change, resources that they can implement, third parties that they might be able to reach out to help them further if they feel it's beyond their grasp. The depth and breadth of our cyber advisory program is really unique and has been around for many years and has a depth that I have not seen in other firms.

(DESCRIPTION)

Chris McCree.

(SPEECH)

We have the opportunity to partner with some of the leading families in the world to learn from them and to provide value to them.

(DESCRIPTION)

William Sinclair

(SPEECH)

And we can bring to bear the power and the solutions of JP Morgan Private Bank and our family office business to help them and be stewards of their capital for generations to come.

(DESCRIPTION)

Varcity Kariuki

(SPEECH)

The reason why you would want to come to us at JP Morgan is we will take care of your family. We will get to know you. We will get to know what matters to you. JP Morgan will be here working and taking care of your family. That's why you want to work with us.

(DESCRIPTION)

Text, JP Morgan Private Bank. J.P. Morgan Private Bank is a business of JP Morgan Chase and Co, which offers investment products and services through J.P. Morgan Securities LLC (UPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC, JPMorgan Chase Bank, N.A. and its affiliates (collectively JPMCBT) offers other investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Annuities and 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. JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase and Co. Copyright 2023 JP Morgan Chase and Co. All rights reserved.

Our team

William Sinclair

Managing Director, Global Co-Head of the Family Office Practice

Elisa Shevlin Rizzo

Managing Director, Head of Family Office Advisory

Jordan Sprechman

Vice Chairman, Practice Lead, U.S. Wealth Advisory

Christopher McCree

Executive Director, Global Head of Family Office Services and Strategy

BJ Goergen Maloney

Global Head of J.P. Morgan Private Advisory

William Sinclair

Managing Director, Head of the Financial Leaders Group and Global Co-Head of the Family Office Practice

Whether you're looking to build a family office, need support for an existing one or require guidance to navigate more complex needs, our team has the experience to grow, organize, and optimize your family wealth.

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

Contact us

What is a family office?

Who needs a family office?

How do I start a family office?

What types of services do family offices provide?

What measures does J.P. Morgan take to protect the assets and privacy of wealthy families and family offices?

^*Awards or rankings are not indicative of future success or results. To view the selection criteria for third-party awards and other important information, please visit our Award Disclosure page

Family Offices

Guiding you with proven experience

In the spotlight

Family Office Services

2024 Global Family Office Report

The why, who, what and how of starting a family office

10 key questions families with significant wealth should answer now

Our team

William Sinclair

Elisa Shevlin Rizzo

Jordan Sprechman

Christopher McCree

BJ Goergen Maloney

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

Family Office FAQs

What is a family office?

Who needs a family office?

How do I start a family office?

What types of services do family offices provide?

What measures does J.P. Morgan take to protect the assets and privacy of wealthy families and family offices?

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