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
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
Christophe Aba
Managing Director, Deputy Head of Investments & Advice – International Private Bank
Natacha Minniti
Managing Director and Head of 23 Wall for EMEA, APAC and LATAM
Scott Schnipper
Head of International Private Bank Solutions
William Sinclair
Managing Director, 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.
Family Office FAQs
*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
