Wealth Planning

How to stop cybercriminals at your digital doorstep

Follow these steps to reduce risks for small businesses and family offices.

Recognizing email threats and social engineering

Learn more about the techniques hackers use to obtain your confidential information.

Looking to reduce or eliminate state taxes on your trusts…

Where a trust “lives” might make a big difference financially to your beneficiaries.

Prenups have a bad reputation. They shouldn't.

A prenuptial agreement is a planning tool—and both parties can benefit.

Key actions to consider before filing your U.S. tax return

Thirteen moves that may help you optimize your 2022 return and set up for 2023.

Dating or defrauding? What to know about romance scams

With Valentine’s Day upon us, it is the opportune time for fraudsters to strike. Explore how you can protect your loved ones…

Are you in the (super-hot) market to buy a private jet?

Given today’s market realities, you’ll want to consider these best practices.

Is your permanent life insurance policy’s cash value stil…

Market volatility may impact the health of your life insurance policy. Here’s how U.S. clients can evaluate whether their polic…

Four strategies for impactful disaster relief giving

Natural disasters have increased in intensity on a warming planet, presenting new challenges to governments, disaster…

Asia Pacific Top 100 Women-Powered, High-Growth Businesse…

The report, developed in partnership with Ernst & Young, recognizes women leaders behind some of the region’s highest-growth…

An FAQ on Rule 10b5-1: What the amendments mean for insiders

The rules governing the plans that help insiders transact in company stock are now final. Get the answers to the most common…

Spotlight on Family Governance – Engaging the Next…

In this episode of our ‘Spotlight on Family Governance’ series we are talking with Basma al Zamil - a 3rd generation member of…

Passing on the business gene: Nurturing an entrepreneuria…

One of the biggest contributors to the success of a family business is the ability to continue to innovate throughout…

Protecting yourself online this Lunar New Year

It is a little-known fact that fraud and online scams are more likely to occur on Fridays and before holidays. In the lead-up t…

10 actions to help you take charge of your personal finances

There’s a lot you might do, right now, to help set yourself up for a good 2023.

Starting a new business? Read this first

Selecting the right legal entity to organize your company can be critical to your success.

How do you make the most of your inherited wealth?

Finding your answers to these deceptively simple questions could help.

Philanthropy trends today: 3 ways to supercharge your impact

Around the world, we’re seeing more and more donors collaborate, give while living and work to advance diversity, equity and…

Are you thinking of moving to a new U.S. state this year?

Beyond living costs, school quality, healthcare and culture, consider the financial impact—and what you need to do about it.

New retirement account rules will affect most and offer…

Changes contained in the U.S. government funding bill’s “SECURE Act 2.0 provisions” that you may need to know.

Why not explore philanthropy with the whole family this…

During holiday gatherings, consider making philanthropy and your family’s legacy a special focus.

Adding London luxury real estate to your wealth portfolio

Despite ongoing economic turmoil, London’s luxury property sector remains shielded from wider market falls.

J.P. Morgan is named 2023’s “World’s Best Private Bank”

Global Finance magazine named J.P. Morgan as 2023’s “Best Private Bank in the World” and “Best Private Bank in North America”.

Are your teens’ social media posts a family security risk…

Keep your family safe by helping them understand what’s at stake.

3 steps to making a philanthropic impact in volatile markets

With the shift our financial markets have seen this year, it’s tempting to pause or reduce giving. But your contributions are…

This holiday season, give the gift of family history

Exploring the past, together, can help you build a better future your family.

To protect your identity—freeze your credit now

Freezing your credit is a simple but strong shield against identity thieves. Discover how to prevent identity theft and freeze…

How to spot—and stop—fraud and imposter scams

See the red flags in common scams and adopt a few simple prevention habits.

For your year-end tax planning, beware the wash sale rule

Tax-loss harvesting can help you offset capital gains. But only if you do it properly.

Add fraud prevention to your holiday plans

Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.

Protect your passion: Make the most of your car collection

You’ve devoted a lot of time and energy to collecting cars—but have you done enough to safeguard your wealth and privacy?

Exploring the full power of your art as a financial asset

Your collection, handled well, can provide financial flexibility, serve your larger wealth plan and help you create a lasting…

Create a legacy that’s personal to you

Harnessing your social, intellectual and human capital—in addition to your financial resources—can help you make a meaningful…

Paris Photo 2022: Our curators’ highlights

To celebrate the JPMorgan Chase Art Collection’s 11th Anniversary Year at Paris Photo, the Curatorial team has selected 20…

Paris Photo: Looking at the world through a different lens

As J.P. Morgan Private Bank celebrates 11 years of partnership with Paris Photo, we invite you to explore the highlights of our…

5 essential considerations for your family office to succeed

In preparing for your family’s future, these five questions may help identify areas of focus in leading your family office’s…

Be a cybersmart holiday shopper–protect your personal…

Cybercriminals are waiting for you to drop your guard this holiday season. Take these actions to keep them at bay.

How philanthropy can help in today’s cost-of-living crisis

Two leaders of the UK’s non-profit community share three ways you might make a difference now.

Spotlight on Family Governance – Sustainable impact

In this episode of our ‘Spotlight on Family Governance’ series we are talking with Frederic Hoffmann from the Mava Foundation.…

Spotlight on Family Governance – Entrepreneurship Across…

In this episode of our ‘Spotlight on Family Governance’ series we are talking with Rodolfo Paiz, CEO, Fidelius. Rodolfo was an…

Year-end tax planning: 5 actions to prepare for the 2022…

Now is the time for you to take steps that might minimize your tax bill.

Mobile apps want access to everything. Don't just "agree"

Apps often ask for more user information than they need. Be selective about what you allow.

Here’s why you want to stress test your estate plan now

A quick guide to what you may want to examine—and when.

Moving abroad: How to navigate wealth planning as an expat

Why is it important to align residence and wealth planning strategies?

Why taking RMDs on time is so important

Understand your options, the rules to follow and penalties to avoid when taking required minimum distributions.

Retirement: Planning for what's next

How do you want to use your resources—your time and your wealth—in a life chapter that can span many decades? First, make a plan.

Trusts: 3 myths and the real story behind them

Make sure you understand the facts before you set up a trust.

Ransomware is on the rise. Are you ready?

Ransomware is on the rise as cybercriminals take advantage of these uncertain times. Discover how to prevent ransomware attacks…

Do you have a plan for assets that will outlast you?

Making deliberate choices now can help create the legacy you envision—and may avoid unintended consequences

Preventing fraud and identity theft

The topic of fraud and identity theft can be daunting, and after any data breach, there are several questions that tend to be…

Irrevocable trusts: What beneficiaries need to know to…

First and foremost, understand how taxes will impact the distributions you receive—before they’re paid.

10 tips to help you make the most of your 2022 year-end…

This year, you’ll want to start getting your financial house in order as early in the fall as possible.

All of your wealth in one stock— are you at risk?

The answer, especially when markets are volatile, is: “Yes.” But there are some steps you might consider taking right away.

Spotlight on Family Governance – Family perspectives

In this episode of our ‘Family Perspectives on Family Governance’ series we are talking with Meghan Juday, Chairman Ideal…

Children as partners: Broadening the family’s…

Why and when should children be included in family’s decisions?

Help your teens and young adults get on the financial…

Make “financial fitness” part of their back-to-school program with these simple exercises.

Taking the next steps in your entrepreneurial journey

We explore how late-stage tech entrepreneurs can prepare for the future, from planning their business exit to redefining their…

Three ways you can help your teenager make the most of a…

It’s not too soon to plan. Start by helping your student articulate their goals for the year.

Retirement planning? Even multimillionaires can run out o…

Spending a standard 4% annually might put your portfolio at risk, given the prospect of lower investment returns and higher…

Family gathering have you wondering how to help the next…

Perhaps it’s time to write a “letter of wishes”—or to update a letter you already have in place.

Three steps for tax-savvy portfolio withdrawals

When it comes to decumulation, where should you pull assets from first?

Love and money: How to be open and honest about finances

Some couples avoid talking about wealth. But frank conversations can bring you closer together.

Transferring wealth to family: When is the best time for…

Here’s a framework to help you weigh the risks and opportunities of making substantial gifts to loved ones during your lifetime…

To better benefit your heirs: Give sooner, rather than later

If you can afford to give away assets during your lifetime, giving to your heirs while you are alive has decided advantages.

Make the most of your company stock, today and tomorrow

Have you fully explored the wealth management opportunities inherent in a concentrated position in a single stock?

How much cash is too much cash?

Are you set up to maintain your lifestyle—for life?

Your strategy may be sound, but it may need some adjusting. Here’s how to plan for your spending needs in any market cycle.

Preparing young adults for wealth takes a runway

For young adults to emerge as family leaders, ages 20-35 are crucial. And during this time, there’s much you can do to help the…

Help your children make a great plan for their lives

See our tips for speaking with—and empowering—adult children and grandchildren

The bucket list: How to organize your money with intent

Are we always rational about money? When we think about money, the value we assign to it may not always align with our intentions.

Your children, their trusts. How to bridge generational gaps

To transfer wealth in the most protective and tax-efficient way possible, consider using a trust.

Worried you may own too much of one stock?

Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.

Make a plan today that even “future you” will love

When you understand how and why you make decisions, you can create and sustain a wealth strategy that serves your goals for the…

Your house may be spying on you. Save yourself.

All the smart devices embedded in our homes put us at risk. Discover how to secure your IOT devices, and what you can do to…

Can you benefit from the SALT cap workaround?

There are advantages for business owners who qualify—but also risks and an uncertain future.

How to host meaningful family meetings throughout the year

Despite the challenges of the continued global pandemic, you can plan future family gatherings to sustain healthy connections.

Managing Passions: Planning the Future of an Art Collection

What are the different alternatives to transfer the ownership of art assets?

Selling your business?

We’ve put together this handy checklist with key considerations as you approach the sale of your business.

Passing the Torch: Life Insurance in your Estate Plan

How can families leverage life insurance to transfer wealth?

Three ways to help your wealth last for generations to come

Your path to that future starts here.

Families and philanthropy: Three ways to get everyone…

But first, think through the outcome you want!

Selling a business? Give buyers what they need to up the…

Buyers are willing to pay more for targets– if there are cost and revenue synergies they can leverage.

Stewardship of family assets: Getting ready to grab the…

Understanding the aspirations of young family members is essential to nurture the next generation of caretakers of the family’s…

Near-and-dear assets deserve a special place in your trus…

Private businesses, real estate and/or mineral asset holdings for example, may have a special place in your heart as well as…

How to create a sound estate plan

Five steps, and a few essential building blocks, can help you make sure your wishes are carried out—and your family is cared for.

U.S. Tax Center

Congress is considering changes that could affect wealthy U.S. taxpayers. Visit this U.S. Tax Center regularly to stay informed…

A Long-Lasting Legacy: Setting Aside Assets for Future…

Some families focus on putting in place an estate plan for the immediate next generation. Some others like to think beyond that…

Euromoney awards J.P. Morgan the “World’s Best Bank 2020”

Find out why—and what that means for clients of the Private Bank.