Meeting the needs of individuals and families
Wealth comes in many shapes and sizes. But no matter what yours looks like, we know it requires special care. Like an advisor who understands your complete financial picture. A team to deliver everything you need, whatever and whenever that may be. And the convenience of a single point of contact for everything. Significant assets can be complicated—whether $3 million or $300 million. We’re here to help you plan, invest, borrow and bank for the way you want to live.
Meeting the needs of entrepreneurs
Building great companies from scratch is complicated. Building great wealth plans for visionaries like you is too. At J. P. Morgan Private Bank, you’ll find everything you need—seamlessly integrated under one roof. Sophisticated lending strategies. Highly specialized advisors. Top-shelf service. And access to the full breadth of the JPMorgan Chase franchise.
Meeting the needs of business owners
Owning a business impacts all areas of your personal life—including your wealth plan. That’s because you’re deeply invested in your business, literally and figuratively. We can help—with our team of specialty advisors who can help you look at the full range of issues only a business owner has to think about. Your goals. Your needs. Banking. Investing. Credit. Estate planning. Goals-based advice throughout the life of your company. Because, to you and to us, business is personal.
Meeting the needs of corporate executives
Being a successful executive comes with certain rewards—and certain challenges. Concentrated stock positions. Compensation strategies. SEC reporting. Transition planning. You need sophisticated advice and investment tactics designed just for people like you. That’s where our team of specialists comes in. They can guide you through these financial complexities at every stage.
Supporting family office executives
As a family office executive, you have a multi-dimensional set of responsibilities to the family, its investment portfolio and its operating companies. You seek exceptional ideas, advice and access both to private bank and investment bank resources and solutions. Our Institutional Wealth Management practice brings you the strength of our firm to help you solve complex family wealth challenges, from balance sheet and business management to family governance, cybersecurity and philanthropy.
Meeting the needs of beneficiaries
Inheriting family wealth can be overwhelming. You’re not alone in feeling this way. And you’re not alone, period. We’ve helped people in these situations for more than 200 years. We’re here to provide you with the advice, network, resources and customized strategies you need. So that you can lead your family's legacy into the future.
Working with professional advisors
At J.P. Morgan Private Bank, we know the best advice is often a product of collaboration. That’s why we approach our work with our clients’ lawyers, accountants and other professional advisors as true partners. We share our financial insights, points of view and other resources to help strengthen your work. Let’s combine your acumen and ours, so we can meet—and exceed—our clients’ expectations, together.
Meeting the needs of endowments and foundations
As a board member or a chief investment officer you’ve got a lot on your plate. From overseeing your organization’s mission to monitoring its day-to-day operations (and everything in between). Focusing on investments—a complex challenge in today’s environment—may be one job too many. That’s where we come in. J.P. Morgan is a trusted advisor to over 300 endowments and foundations. Our Endowments & Foundations group acts as an extension of your investment committee, providing guidance, custody reporting, liquidity management and more.