Making the most of your passions
Contact us to discuss how we can help you pursue your passions
At J.P. Morgan, we apply a simple three-step framework to planning for a passion asset. First, there is the acquisition phase: What can you do to make a smart purchase? Next, of course, is the actual ownership phase. And finally, disposition—the most often overlooked phase of owning any passion asset. Read more on how you can protect your passions below.
Meet Our Team
Senior Banker, US Head of Passions & Pursuits Advisory
Global Head of Advice Lab
The Amelia: Amelia Island, FL
The Bridge: Bridgehampton, NY
Our clients are defined by his or her own sense of purpose, their personal interests, and their deeply held passions. Our job is to help them experience the full potential their wealth can create as they lead meaningful, purpose-filled lives.