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Our extensive array of capabilities answers specifically to the needs of wealthy clients by offering them the advice and guidance they seek. It is an approach that is unique and powerful.
- Goals-based investing and advice- We help you identify your priorities, passions and pain points. Then we help you create a direct link between your goals and the wealth management strategies that can help you achieve them.
- Tax-aware planning and structuring-We have a team dedicated to ensuring you know your options for structures, solutions and strategies that can help you more efficiently achieve your goals.
- Experienced Wealth Advisors help you navigate the most complex situations while sharing their deep knowledge of efficient, impactful ways to structure and transfer wealth.
- Access to specialists focused on planning for corporate executives and private business owners, and other professionals, with expertise in executive compensation and analytical techniques.
An investment approach and team that set us apart
- Access-The size, scale and influence of JPMorgan Chase give you unparalleled access to strategies, services and the intellectual capital of our experienced professionals.
- Customization-We tailor our CIO portfolios to suit your specific goals, while helping you navigate the impact of volatile markets to protect and grow your assets in the most cost-efficient way.
- Innovation-Where we see a growth opportunity or unmet need in the market, we build new products and strategies to give you exclusive access.
Tailored borrowing strategies that can serve diverse objectives
- Strategic home lending-Loan strategies can be tailored to meet the needs of those with complex balance sheets.
- Match your borrowing needs to your assets-Access funds to meet short-to long-term goals by aligning your borrowing strategy to the assets you hold.
- Aim to enhance returns-Add modest leverage to potentially generate yield or enhance returns by using low-cost capital from a line of credit.
- Enhance liquidity for special purchases-A line of credit enables opportunistic investment, business liquidity or passion purchases.
Experience managing everyday cash needs and complex balance sheets
- Dedicated Banking Personal Assistant-Who will first work with you to facilitate the transition of your banking experience. Then your service team will assist with everything from day-to-day transactions to more complex money movement and currency requests.
- Access anytime, anywhere-You can access and make transactions from your personal and business accounts online or using your mobile device. Use our network of Chase branches and ATMs worldwide to get cash easily.
- Cybersecurity and financial protection—It’s our top priority to protect your assets and information in the face of increasing fraud and cybercrime threats, as we invest in technology, controls, and people to keep you and your family safe.