Wealth Planning

7 considerations to make the most of market volatility

Fluctuations are no reason to sit still. Here are some actions investors can take.

Tax alpha: 3 steps to consider taking today to improve…

Are you doing all you can to save on U.S. taxes?

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.

Euromoney names J.P. Morgan “World’s Best Private Bank"

Prestigious annual award recognizes J.P. Morgan Private Bank’s service to clients by voting us as the best globally and awardin…

Three great ways to amplify your impact as a donor

We’ve collected the top actions super successful donors are taking—that you can take, too

Tax scams are big business, with billions lost annually

Last year, tax-related identity theft netted scammers billions. Here’s how to protect your personal and business tax information.

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.

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.

Planning for the future: Considerations for the LGBTQ+…

Protect your health, wealth and loved ones by identifying, understanding and addressing the issues unique to you.

How to successfully pass down the family vacation home

Careful estate planning can help you accommodate your children’s differing lifestyles, needs—even tastes in décor—and allow the…

The new longevity: Financial planning for a longer life

Recent scientific advances promise to steadily improve longevity. The right financial strategy can help you approach a longer…

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

Thinking of starting a family office? Four key decision points to consider.

Paying for college? Congress just made 529 plans more…

Until recently there were limited options available if funds in a 529 account weren’t exhausted by the time the student left…

How to successfully gift to heirs

Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how…

Infusing values into your wealth planning? Avoid these…

You don’t have to choose between growing your wealth long-term and supporting causes you care about.

The power of intent

Identifying the approach to your wealth can help you navigate through volatile times.

How to spot impersonations, scams and deepfakes

As cyber threats emerge and scammers enhance their impersonation efforts—leveraging AI in many cases—cybersecurity specialists…

How to spot impersonations, scams and deepfakes

As cyber threats emerge and scammers enhance their impersonation efforts—leveraging AI in many cases—cybersecurity specialists…

Relocating? Your new state’s property rules may surprise you

Moving across state lines can change how married couples are allowed to own property. Before you relocate, know which rules apply.

You’ve decided to share your wealth with family. Now what?

You have the desire—and the surplus financial capacity—to make large gifts to family members. But doing so effectively can be a…

Why (and when) deferring taxes is not your best option

You could actually wind up paying almost double in taxes.

Managing cash: Making sure your assets are well protected

Choosing where and how to hold your cash reserves is as important as any investment decision.

Why taking RMDs on time is so important

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

Prenups have a bad reputation. They shouldn't.

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

4 key actions to position your portfolio for what’s to…

A falling rate environment could bring opportunities to move away from cash. Take a health check of your investment portfolio b…

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…

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…

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…

Act now to lower your tax bill

While taxes may be inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider to help you optimize…

How to choose the right executor for your will

Executors take on a significant—even overwhelming—responsibility. Here are four key considerations.

Focus on 4 key areas to better position for the year ahead

Each year, January arrives with wide-ranging opportunities and changes—and 2024 is no exception. Here’s what you can do right…

Family governance: A new way for adult siblings to connect

Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact…

Retirement planning? Even multimillionaires can run out o…

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

How much cash do you want to hold now—and why?

Your unique answer can be found in your values, family and goals.

How to stop cybercriminals at your digital doorstep

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

The first rule of philanthropy: Know your “why”

Having a clear idea of the impact you hope to achieve is the best starting point for a process that is rewarding—and often…

How to find meaning and purpose in a life of plenty?

For next-generation family members: Find your way forward by developing these four core competencies.

Navigating Aging: How to plan for “what if?”

These six planning steps can help you and your family members manage the challenges that often come with aging.

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

A lawyer by trade, Bola has been in Private Banking for over 20 years with deep expertise working with law firms and partners.…

Four mistakes with life insurance you don’t need (or want…

Permanent or term, purchasing insurance can be distressing and mind-boggling—but oh-so-necessary for your family’s future…

Funding a child’s education? Know your options

529 accounts are most popular because they offer excellent tax advantages. But irrevocable trusts provide the greatest…

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

Has the new year got you examining your life and wondering whether it’s time to live somewhere new?

Don’t add scams to your travel plans

Vacations don’t just bring fun and relaxation, they can also bring scammers. When planning your vacation, be sure to leave…

How your money can make more…of you

Financial planning isn’t just about managing your assets. It’s the key to having a life of meaning, purpose and impact

Recognizing email threats and social engineering

Hackers take advantage of our trust and natural willingness to be helpful by employing social engineering techniques to break…

Looking to reduce or eliminate state taxes on your trusts…

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

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…

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…

Stewardship and Purpose

We discussed wealth with the world’s wealthiest. Our findings in their words.

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.

How much cash is too much cash?

Cash: How much do you really need on hand?

Do you have too much, or too little, in cash reserves? Behavioral biases may be influencing your decision making.

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.

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 Internet of Things (IoT) devices, and…

Can you benefit from the SALT cap workaround?

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

Insights

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