Bring intention to your financial life

At J.P. Morgan Private Bank, we work with achievers like you to define the impact you want to make on the world. Then we help you create a custom financial plan that puts your money to work toward achieving those goals. We’ve brought together everything you need: investing, banking, lending and trust specialists. And a deep bench of planning experts who can provide advice on everything from executive compensation to philanthropy. All this, so that you can fulfill the purpose you envision for your life, family, community and beyond.

An Integrated Approach

Planning & Advice Investing Banking Lending Trusts & Estates You

Planning & Advice

Your bank accounts, investments, taxes, philanthropy and other finances don’t exist in a vacuum. Our planning and advice services help bring them together into one comprehensive strategy to help you achieve your goals.

Investing

It’s about finding the right strategies to help you meet your goals. We help you get there with strategic advice and planning.

Banking

Significant assets warrant significant service. Our personal and business banking resources are fine-tuned to the complex finances and busy lives of people like you.

Lending

As your dedicated lending partner, we offer a strategic approach, working with you to craft the right financing solution, whether simple or complex, for your priorities and continued success.*

Trusts & Estates

Supporting your loved ones. Advancing your causes. Building a legacy. These are extremely important—and personal—goals. That’s only natural. And that’s why your choice of a trustee and executor is so critical.

Planning & Advice

How do you coordinate all your assets so they work in harmony—and in your best interests? How do you handle taxes? Business strategies? Estate planning? Charitable giving? So that they make sense for you and your family. It’s easy to find specialists in specific disciplines. It’s hard to find a single, world-class resource with all those specialists pulling together—and working with your other consultants to deliver a truly comprehensive wealth plan. That’s exactly what you’ll find with us.

Investing

When you’re ready to invest, you expect personalized advice and best-in-class service. And access to a wide range of distinct opportunities that can help you and your family achieve your goals. That’s what we provide. Delivered by a team of more than 650 experienced investment professionals in 17 cities around the world.* Because helping you meet your goals is the investment result that matters most to us.

Banking

You have a complicated financial life. So you need banking that’s powerful, but also personal. We can help you streamline and simplify the ways you access your money. Offer you the flexibility to meet your financial needs with confidence, anywhere in the world. And bring you a team of bankers who know your preferences—and can connect you to the right investing, credit and advisory specialists, whenever you need them.

Lending

Borrowing can play an important role in helping you reach your financial goals. That’s why we offer an extensive range of credit solutions to provide you with financing whenever you need it—whether for short- or longer-term liquidity, new acquisitions or investment opportunities. A true partner, we bring a strategic approach, tailored solutions and a holistic understanding of your borrowing needs in the context of your overall portfolio.*

Trusts & Estates

Your choice of a trustee or executor has a profound impact on your legacy. We’ve been administering trusts and estates for almost 200 years, but it’s not just our commitment that makes us a first choice for families like yours all over the world. It’s also our breadth of services. Ability to handle the most complex trusts and estates. Access to the resources of our asset managers. Dedicated specialists working with one goal: to help bring our clients’ legacies to life.
  • U.S. trust services
    A reliable, experienced trustee is crucial to ensuring your wishes are carried out, no matter how complex your needs are. With our team of seasoned professionals, you’ll find the fiduciary and asset manager you’re looking for.
  • International trust services
    For clients outside of the United States, we provide our trustee and trust administrative services from 25 locations across the globe. We can help you both take advantage of asset protection benefits provided by these jurisdictions, and meet all your home country requirements.
  • Delaware trust services
    Our Delaware trust administration team is powered by 50 on-the-ground specialists who understand every nuance of local trust law. And can deliver every advantage of one of the world’s most favorable and flexible trust jurisdictions.
  • U.S. estate services
    Picking the right executor—and the right team of supporting professionals—can make a meaningful difference in how easily and efficiently your loved ones will receive their inheritance. And how well your plans are carried out.
  • Specialty asset management
    Our specialty asset teams help manage the day-to-day operations and preserve the long-term value of non-financial assets in your trust or estate, such as real property, private businesses and mineral interests.