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.
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
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.
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Goals-based investing and 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.
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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.
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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.
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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.
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Philanthropy When you’re ready to establish your philanthropic plan, we can help you identify the approach and structure that’s right for you.
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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.
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Family wealth management We provide personalized wealth advice, planning and management for families with complex financial needs.
Goals-Based Planning
My Next Move
A new podcast that humanizes money decisions.
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.
*Information as of 3/31/2018, and subject to change without notice.
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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.
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Alternative investments Explore the range of opportunities to enhance investment returns and portfolio diversification beyond traditional markets.
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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.
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Sustainable investing You have enormous power to change our society and environment for the better. But building an effective sustainable portfolio can be daunting. We can guide you.
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.
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Personal banking Our client service team gets to know you on a personal level and manages your full J.P. Morgan relationship, looking at your entire financial picture to make banking more efficient and more focused on your needs.
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Business banking Our customizable business banking tools are designed to keep up with you, optimize your operating cash and save precious time.
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Digital capabilities Our range of award-winning digital tools, capabilities and mobile apps make banking easier and more secure than ever before.
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Custody services When you‘re ready to take advantage of institutional-level investment services, we can connect you to our global custody platform through your private banking relationship.
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.*
*The discussion of loans or other extensions of credit in this material is for illustrative purposes only. No commitment to lend by J.P. Morgan should be construed or implied. Lines of credit are extended at the discretion of J.P. Morgan, and J.P. Morgan has no commitment to extend a line of credit or make loans available under the line of credit. Any extension of credit is subject to credit approval by the lender in accordance with the terms contained in definitive loan documents.
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Real estate lending Our real estate lending specialists tap resources from across the entirety of JPMorgan Chase to deliver the property intel and financing you need to meet your unique goals.
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Securities-based lending How can you free up money for short-term needs—and keep your long-term investments working for you? One solution is using your investment portfolio as collateral for a line of credit.
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Specialty lending Uncommon, big-ticket assets require special lending expertise—whether you‘re purchasing them or trying to access their liquidity. We can help you find a strategy that works in the best interest of your overall wealth plan.
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.
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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.
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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.
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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.
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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.
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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.
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Philanthropy and grants management services U.S. clients looking to make the work of their private foundations and charitable trusts more effective can partner with our deeply experienced specialists.
