The Law Firm Group

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Text, Introducing The J.P.Morgan Private Bank Law Firm Group. Intended for Financial Professional Use Only. J.P.Morgan Chase is an Equal Opportunity Employer slash Disability slash Veterans. Investment Products: Not F.D.I.C. Insured, No Bank Guarantee, May Lose Value. A woman with dark hair in a red cardigan. Bola Oyesanya, Managing Director, Head of the Law Firm and Professional Services Group.

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My name is Bola Oyesanya, and I run the law firm and professional services group at JP Morgan Private Bank. Our job as the trusted advisors is to bring them to the forefront, thinking about them, what's top of mind for them, what keeps them up at night, and solving for those financial needs.

Honing in, knowing how attorneys are paid, the different ebbs and flows of that, and having programs and offerings tailored to them, as well as consultants makes a world of difference. Our clients should not have to explain who they are, and how they're paid, and what their financial world looks like. It's our job to know that, hence the reason why we're very focused in this space knowing that we know you.

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A woman with blond hair in a blue blazer. Tracy Child, Managing Director, Wealth Advisor.

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One thing that's a distinction here at JP Morgan, why we're a good fit for law firm partners and partners in professional services, is that we really take a peek at the whole holistic balance sheet. So instead of having lending being taken care of by a different team and banking, investing, and planning being taken care of by other members here at JP Morgan, we're all in the same team here together.

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A dark-haired man in a light button-up shirt and dark jacket. Jason Gies, Managing Director, Private Bank.

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Lawyers have specific needs, have specific liquidity requirements, time horizons, where they're working, where we're investing their money. And we try to craft our investment solutions, liquidity solutions, around not just their earning years, but also their retirement years. And the more we can plan around that by knowing the life cycle of that, we think we can do a better job and lead to better outcomes for them and their families.

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A dark-haired man in a light button-up shirt and dark jacket. Alan Lovi, Managing Director, Market Head and Investment Advice.

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As one of the investment specialists on the law firm and professional services group, it's my job to give thoughtful financial planning advice and marry that alongside thoughtful investment management. I think it's critically important having a team that focuses on these persons. Going into retirement, different firms, or all firms, have different retirement plans, have different pension plans. The timing of cash flows, the amount of those cash flows is critically important how we advise for long-term financial success.

Just as our partners tap into the broad range of other services at their firms, we look to deliver the same here at JP Morgan. It's not just covering the partners wealth management needs, but we also work with our commercial bank to deliver for the firm.

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A man in glasses and a dark pinstripe jacket. Melroy Patterson, Jr. Executive Director, Commercial Bank.

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The firm's success and ability to generate profits and distribute those profits to the partners is dependent upon how effective and how efficient the firm operates. Well, the commercial bank takes care of the operational needs of the partnership.

We use our escrow group to meet the law firms and the law firm's clients' needs of escrow, usually around a pivotal moment for these businesses.

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A man with dark hair in a dark blue suit jacket. Nicholas. Scarabino, Managing Director, Global Escrow.

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To give some context around the size, and the scope, and the breadth of JP Morgan's Escrow division, we support a wide range of escrow deposits. Anywhere between half a million up to $20 billion plus. We have 100-plus people worldwide. They have on average over 20 years experience in this business, and they know how to get deals done.

We have a simple but very powerful goal. We're here to connect partners and their firms to all the resources, trusted advice, and robust capabilities of JP Morgan.

And if we can bring the broader JP Morgan to them across our investment bank, across our Treasury business, across our retail, credit card, any insights that we can do and bring to our clients, I think it can be beneficial to help them in their careers as well.

It is our job to keep them as on the forefront, reminding them of what matters to them, helping to build a wealth profile that will last for generations.

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Logo, J.P.Morgan Private Bank. Disclaimer, J.P.Morgan Private Bank is a business of J.P.Morgan Chase & Company, which offers investment products and services through J.P.Morgan Securities L.L.C. (J.P.M.S.), a registered broker-dealer and investment advisor, member F.I.N.R.A. and S.I.P.C. J.P.Morgan Chase Bank, N.A. and its affiliates (collectively "J.P.M.C.B.") offers other investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Annuities and insurance products are made available through Chase Insurance Agency, Inc. (C.I.A.), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc, in Florida. J.P.M.S., C.I.A. and J.P.M.C.B. are affiliated companies under the common control of J.P.Morgan Chase & Company. Copyright 2023 J.P.Morgan Chase & Company. All rights reserved. Investment Products: Not F.D.I.C. Insured, No Bank Guarantee, May Lose Value. Equal Housing Lender.