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
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*Information as of 3/31/2018, and subject to change without notice.
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*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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*Data as of March 31, 2019, and subject to change without notice.
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 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.
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Estate planning Our wealth advisors share their decades of experience and unique perspectives with you and your attorneys to turbocharge your estate planning process.
- Planning & Advice
- Creating your wealth transfer strategy
- Having a smart charitable giving plan can make a difference in your financial life. Now and for future generations. We provide advice and guidance that balance your good intentions with the benefits of different tax and wealth preservation strategies.
- Planning & Advice
- Reviewing your estate plans
- When we help you review your estate plan, we do more than just check the boxes. We help you address the important, big-picture questions.
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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.
- Planning & Advice
- Protecting your personal wealth
- Is too much of your personal wealth invested in your business? When it comes to diversification, business owners have special needs.
- Planning & Advice
- Creating a business succession plan
- When making a plan for transitioning your business to the next generation, we can help you ask the right questions—and find the right answers.
- Planning & Advice
- Selling your business
- Even if selling seems a distant possibility, it’s never too early to start pre-transaction planning. Our advisors know the market inside and out, and are here to help you get the most from your sale.
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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.
- Planning & Advice
- Optimizing executive compensation
- Negotiating your executive compensation package is challenging. We're tapped into best practices and industry expectations. Allow us to help you get the most from this opportunity.
- Planning & Advice
- Managing a concentrated stock position
- Our advisors have deep experience working with corporate executives to diversify or liquidate their concentrated positions. And like everything we do, we do it with their overall wealth plans in mind.
- Planning & Advice
- Planning a C-suite executive transition
- Leaving a C-suite position at a public company can have far-reaching impact. Let's put a plan in place that works for you, your family and your company.
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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.
- Planning & Advice
- Private foundations
- To be successful, private foundations, like any business, need smart business strategies. We can help you identify and implement the nonprofit sector's leading best practices.
- Planning & Advice
- Charitable trusts
- This tax-efficient wealth management tool is a smart way to support the causes you believe in and provide for your family members—during your lifetime and beyond.
- Planning & Advice
- Donor-advised funds
- Making an impact starts with choosing the right structure for your philanthropic giving. A DAF can be a good alternative to setting up a private foundation.
- Planning & Advice
- The Philanthropy Centre
- Our experienced philanthropic advisors can help you create a strategic approach for effective charitable giving.
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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.
- Planning & Advice
- Family office advisory
- Our Institutional Wealth Management practice delivers the firm’s robust capabilities to family office executives with the advice, experience, ideas and bespoke service of the Private Bank to support institutional level investing.
- Planning & Advice
- Family wealth governance
- When a lot of money is at stake, family wealth governance can be critical to family harmony. We can help you put the right policies and procedures in place.
- Planning & Advice
- Family wealth succession planning
- Transitioning your wealth to the next generation can be complicated. Our Private Bank wealth advisors understand the technical demands and the family dynamics.
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.
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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.
- Investing
- Core managed strategies
- In investing, one size doesn’t fit all. Our specialist portfolio managers incorporate their best ideas into a portfolio fine-tuned to your individual objectives.
- Investing
- Thematic managed strategies
- Using our top-down view of the global economy and markets, our portfolio managers scan the world’s markets for the broad themes and stories that drive the outcomes our clients are looking for.
- Investing
- Institutional portfolio solutions
- Well-managed investments are crucial to your ability to make an impact. As a leading outsourced chief investment officer (OCIO), we can handle your organization's complex investing challenges, freeing you to focus on your mission.
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Alternative investments Explore the range of opportunities to enhance investment returns and portfolio diversification beyond traditional markets.
- Investing
- Hedge funds and private investments
- Investing in hedge funds, private equity, private credit and real estate funds has long been a part of sophisticated client portfolios and for good reason. They can be an attractive long-term complement to a traditional public stock/bond allocation.
- Investing
- Morgan Private Ventures
- Morgan Private Ventures offers a small group of qualified investors entree into exclusive, high quality private investments.
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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.
- Investing
- Equities
- We take you to every corner of the global markets. Whether you’re investing in a single company’s stock or creating a portfolio of diversified equities.
- Investing
- Fixed Income
- Our specialists know the fixed-income market from top to bottom. From local municipalities to emerging markets. From corporate bonds to interest rate derivatives. And everything in between.
- Investing
- Currencies, commodities & rates
- Currencies, commodities and rates-based derivatives may provide a range of benefits to your portfolio. But they can be complex. With our guidance, access and execution, we make it easy for you to take advantage of the benefits they can offer.
- Investing
- Institutional investing ideas & trading
- Investment opportunities aren’t restricted to a particular geographical area or market sector. We’re here to help you capture them.
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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.
- Investing
- Exclusionary screening
- Do you know what's in your portfolio? Are you investing in companies that don't meet your values or standards? We can answer these questions and more.
- Investing
- Environmental, social and governance integration
- In addition to helping you align your portfolio with your sustainable investing goals, ESG integration is also just good, smart investing. We can help you utilize this popular investment approach.
- Investing
- Thematic investing
- If you’re looking to support a specific social or environmental issue within your portfolio, thematic investing opportunities may be a good fit.
- Investing
- Impact investing
- Impact investing may be the most exciting of all the sustainable investing strategies. It's intended to generate measurable positive social or environmental impact alongside financial return. Learn more.
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.
- Banking
- Digital capabilities for U.S. Clients
- Access your accounts, move money and protect your information. Our web-based tools and apps make it possible.
- Banking
- Digital capabilities for Non-U.S. Clients
- As part of your J.P. Morgan Private Bank relationship, you have access to industry-leading online tools, no matter where you are in the world.
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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.*
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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.
- Lending
- Mortgages
- We're well acquainted with the needs—and the opportunities—that complex real estate financing can create. And we have the requisite skills and experience to help you identify the strategy that's right for you.
- Lending
- Commercial real estate loans
- As an owner, your goal is to maximize the value of your commercial real estate assets. Depending on the location, collateral type and quality of the property you’re financing, we can help identify the type of funding that serves you best.
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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.
- Lending
- Fine art financing
- Whether you want to access the liquidity in your art collection or finance a new purchase for it, our lending advisors can help.
- Lending
- Aircraft financing
- Our lending specialists are an industry go-to for private aircraft financing. They're deeply knowledgeable about and connected to the aviation industry.
- Lending
- Life insurance premium financing
- Life insurance is an important part of an estate plan. But the premiums can be astronomical. We can help you with a borrowing strategy that works for your wealth plan.
- Lending
- Sports team & stadium financing
- Sports financing. Few do it, and fewer do it really well. Learn about our 20-year track record helping teams and owners access the financing they need.
Trusts & Estates
When you’re choosing a trustee or executor, keep in mind that your choice will have a profound impact on your legacy. We’ve been administering trusts and estates for almost 200 years. But it’s not just that commitment that makes us a first choice for families like yours all over the world. It’s our exceptional breadth of tailored services. Access to the resources of a world-class asset manager. And 500 dedicated specialists* with one goal: helping bring our clients’ legacies to life.
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Trust services A reliable, experienced trustee is crucial to ensuring your wishes are carried out. In us, you'll find the fiduciary and asset manager you're looking for.
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Delaware trust administration 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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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 for trusts & estates Our specialty asset teams help manage the day-to-day operations and preserve the long-term value of the non-financial assets in your trust or estate.
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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
Not a commitment to lend. All extensions of credit are subject to credit approval.