Mexico City

Av Paseo DeLas Palmas 405, Col Lomas de Chapultepec, Floor 21
11000 Ciudad de México, Distrito Federal, México
+5255.5540.9333 Office Phone Opens in a new window

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Our Office

Our dedicated teams of advisors serving Latin America bring a deep knowledge of local markets informed by a global perspective. With regional support from our offices in key Latin American cities, as well as in the United States and Switzerland, we specialize in providing wealth planning, investing, lending and trusts solutions. Our network of specialists can help you define and achieve your goals—always with your full financial picture in mind.

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Estrategia de inversión

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Taxes

Opportunity Zones: New rules. New opportunities.

Treasury released its first set of proposed regulations on these new, tax-advantaged investments. Still more clarity is wanted.

Dec 02, 2019

Investment Strategy

Never tell me the odds

What exactly do we mean when we say “recession probabilities are elevated”?

Dec 06, 2019

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New York, NY

Geneva, Switzerland

Additional Services

Planning & Advice

Goals-based investing and advice

Our goals-based advice helps you identify your priorities, passions and pain points. Then we help you create a direct link between the outcomes that matter most to you and the wealth management strategies that can achieve them.

Investing

Impact investing

Impact investing may be the most exciting of all the sustainable investing strategies. It‘s intended to generate measurable positive social or environmental impact alongside financial return. Learn more.

Planning & Advice

Cross-border wealth advisory

Managing wealth is tough enough. Managing it over multiple countries, time zones and tax codes is even more so. We provide comprehensive wealth management services for those with international lives or families.

Planning & Advice

Protecting your personal wealth

Is too much of your personal wealth invested in your business? When it comes to diversification, business owners have special needs.

Banking

Digital capabilities for Non-U.S. Clients

As part of your J.P. Morgan Private Bank relationship, you have access to industry-leading online tools, no matter where you are in the world.

Planning & Advice

Goals-based investing and advice

Our goals-based advice helps you identify your priorities, passions and pain points. Then we help you create a direct link between the outcomes that matter most to you and the wealth management strategies that can achieve them.

Planning & Advice

Estate planning

Our wealth advisors share their decades of experience and unique perspectives with you and your attorneys to turbocharge your estate planning process.

Planning & Advice

Cross-border wealth advisory

Managing wealth is tough enough. Managing it over multiple countries, time zones and tax codes is even more so. We provide comprehensive wealth management services for those with international lives or families.

Planning & Advice

Business owner advisory

Owning a business comes with its own set of challenges. That’s why we offer strategic, impartial advice and a sounding board whenever you need it.

Planning & Advice

Executive compensation advisory

Our specialists have thought through the big challenges facing today’s corporate executives—and how best to address them. They can translate these innovative but practical approaches into a strategy just for you.

Planning & Advice

Philanthropy

When you’re ready to establish your philanthropic plan, we can help you identify the approach and structure that’s right for you.

Planning & Advice

Cybersecurity & fraud awareness

We provide educational programs and materials to help you, your family and your home office staff to understand emerging threats and stay up to date on fraud protection best practices.

Planning & Advice

Family wealth management

We provide personalized wealth advice, planning and management for families with complex financial needs.

Investing

Managed portfolio strategies

What sets us apart? A client-first philosophy that starts with a dialogue focused clearly on your objectives and the best way to meet them.

Investing

Alternative investments

Explore the range of opportunities to enhance investment returns and portfolio diversification beyond traditional markets.

Investing

Brokerage

At the Private Bank, we give you more than just execution. You‘ll have access to strategists. Credit analysts. And economists. Each offering advice and seeking opportunities in every region, in every sector, throughout the ups and downs of the markets.