The Law Firm Group

Connecting you with the full power of J.P. Morgan

Our Private Bank Law Firm Group connects partners and law firms worldwide to the powerful resources, trusted advice and robust capabilities of J.P. Morgan. From wealth management to commercial banking to escrow solutions, backed by the safety and security of our fortress balance sheet. Our dedicated team is here to provide you with the exceptional level of attention and service you bring to your own work.

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Our Experience By The Numbers

Notizie aziendali

Get to know Bola Oyesanya, Head of the Private Bank’s Law Firm Group

A lawyer by trade, Bola has been in Private Banking for over 20 years with deep expertise working with law firms and partners. She is passionate and a huge people advocate – for her clients, team, and anyone who is deserving of a chance.

10 lug 2023

WHAT WE DO

Experienced in the legal field. Holistic in our approach.

Perhaps you’re a partner looking for ways to make your financial life less complicated. Or you’re a firm in search of strategies to manage your business more profitably and efficiently. Whatever you need, we're here to provide comprehensive solutions informed by the full global reach and expertise of J.P. Morgan.

Partners

While you focus on your law practice, our Private Bank provides you with strategies to help optimize your personal wealth and create a legacy for you and your family.

AREAS OF EXPERTISE

Customized financial planning
Seamless banking and cash management
Investment strategy and solutions
Customized secured and unsecured lending
Tax planning strategies
Trust and estate planning
Life insurance solutions
Philanthropic strategies
Goals-based wealth analysis

Law Firms

Our Commercial Bank designs services with law firms specifically in mind. Whatever your opportunities and challenges, we provide a world of industry insights, solutions and financial services to help you take them on confidently and efficiently.

AREAS OF EXPERTISE

Global escrow services
Liquidity management
Syndicated loans
Leasing
International treasury services
Foreign exchange
ERP integrated treasury services including AR and AP automation technology

WHAT WE DO

Access the total global strength of our firm

Private Banking

Whether you're building, preserving or transferring wealth, our team of specialists is here to help you with planning, lending, investing, banking and insurance. No matter how complex or unique your needs are, we can help you anticipate opportunities and reach your goals.

Protect wealth through smart wealth structuring and tax planning strategies
Identify and access sources of liquidity
Manage concentrated and potentially illiquid balance sheets with exposure to dynamic market risks
Deliver an exceptional level of attention and service

Conduct analyses and projections to inform decision making, spending rates and progress toward goals
Goals-based planning shaped around your interests and directly linking your goals with the strategies that will help you achieve them. Regular check-ins to ensure your plan remains on track and aligned with your strategy
Provide estate planning techniques for tax-advantaged wealth transfer and philanthropic giving
Develop trust strategies to create a family legacy

Model cash flows and develop strategies to bridge gaps or pursue opportunistic investments
Structure complex credit strategies—collateralized and capital lending
Specialize in jumbo mortgages with the ability to customize loans, i.e., maximizing deductibility, pledged mortgages, forward rate locks, rate float downs, modifications

Portfolio management, including manager selection, ongoing monitoring and rebalancing of your asset allocation
Provide investment acumen, experience and execution by:
- Acting as your outsourced Chief Investment Officer
- Managing targeted discretionary strategies
- Advising on tactical ideas to implement on a self-directed basis
Enhance yield on your existing liquid assets
Facilitate access to world-class alternative investments and private deals

Streamline your day-to-day financial management through a dedicated service team and innovative technology
Provide a full suite of premier banking services with no nuisance fees
Account management anytime so that you can make transactions and access your personal accounts online or from your mobile device
Monitor and protect against cybersecurity threats, investing over half-a-billion dollars annually
Optimize cash management strategies

Whether you want to protect your wealth for the future, or for your family and loved ones, life insurance can help you:

Craft a multidimensional estate plan
Plan for efficient wealth transfer
Maximize tax benefits
Secure liquidity for life events

Commercial Banking

Your law firm can benefit from the sophisticated business perspectives and deep industry expertise of the J.P. Morgan Commercial Banking group. We have expertise working alongside firms in all different stages of growth, from firms with as few as 20 partners to those with over 500 partners. Sharing an in-depth understanding of your business, your J.P. Morgan banker can advise you on ways to maintain liquidity and reduce operating costs.

Improve your working capital, reduce fraud and minimize the impact of unexpected disruptions with our treasury solutions—from digital portals to integrated payables and receivables—all designed to make your operations smoother and more efficient.

Prepare for future growth with customized loan services, succession planning and capital for business equipment or technology.

Asset Based Lending
Employee Stock Ownership Plans
Equipment Financing
Syndicated Finance

Get the strategic support to be successful throughout market and real estate cycles with insights, hands-on service, comprehensive financial solutions and unrivaled certainty of execution.

Global opportunities mean global challenges. But real success means understanding the local markets you serve—which is why we bring the business solutions, insights and market perspective you need.

Escrow Services and Solutions

Risk reduction is top of mind in any global transaction. At J.P. Morgan, we have a team of experts dedicated exclusively to delivering strategic escrow solutions in areas including mergers & acquisitions, debt capital markets, litigation, real estate, bankruptcy, project finance and beyond, and we’ll help you develop an escrow transaction structure that will work for you. Whatever your escrow needs, we can help you navigate your unique requirements and find simple, workable solutions.

Bond Issuance – Segregate proceeds to use for M&A, debt refinancing or other growth purposes (e.g., construction); mitigate risk of proceeds not being used for intended purpose and/or compliance with regulations or document provisions
Lending – segregate loans proceeds to facilitate disbursements for intended purpose, or hold collateral for loans so lender can mitigate against default risk

Class Action – Defendants deposit funds so payments can be made to class members of a settlement
Settlement Appeal – Defendants deposit funds at court request so plaintiffs have comfort that funds will be available if the court rules in their favor or if the defendants settle