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.
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 with our private banking services: 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.
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.
It’s about finding the right strategies to help you meet your goals. We help you get there with strategic advice and planning.
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.*
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.
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.
How do you coordinate all your assets so they work in harmony—and toward your financial planning goals? It’s easy to find specialists in specific disciplines—taxes, business strategies, estate planning and charitable giving. But it’s hard to find a single, world-class resource with all those specialists pulling together and working with your other advisors to deliver a truly comprehensive wealth plan. You’ll find it with us. No matter where you are in your life, or how complex your needs might be, we’re ready to provide a tailored approach to helping your reach your goals.
Our specialists share their decades of experience and unique perspectives with you and your attorneys to optimize your estate planning process.
Planning & Advice
Understanding how taxes might affect your financial plan can be a daunting task, but knowing your options is imperative. The right guidance can make a world of difference. How you invest, borrow and give all have meaningful implications, and we can help you identify the structures that best suit your needs.
It’s important to make informed decisions in your professional life that work together with your wealth plan. Whether you own a business or are a corporate executive, our specialists understand the unique challenges that you may face—and how best to address them. We can offer strategic, impartial advice and provide practical strategies for your needs.
When you’re ready to establish your philanthropic plan, we can help you identify the approach and structure that’s right for you.
Let us help you create a multi-generation framework to manage your family’s wealth, including governance, succession planning and transferring assets.
Planning & Advice
You want to prepare your family members to take a greater role in managing your family’s wealth, and inspire them to become responsible partners and stewards. We can help you start the conversation, share best practices and create a framework that’s built to last.
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 19 cities around the world.* Because helping you meet your goals is the investment result that matters most to us.
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.
Explore the range of opportunities to enhance investment returns and portfolio diversification beyond traditional markets.
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.
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.
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.*
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.
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.
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.
You have a complex financial life. So you need private 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 wealth management professionals, whenever you need them.
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.
Our customizable business banking tools are designed to keep up with you, optimize your operating cash and save precious time.
Our range of award-winning digital tools, capabilities and mobile apps make banking easier and more secure than ever before.
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.
Employing a global family office custodian and banking partner with the legacy and capabilities of J.P. Morgan Private Bank can be a strategic and formalized complement to your family office model.
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.
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.
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.
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.
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.
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.
U.S. clients looking to make the work of their private foundations and charitable trusts more effective can partner with our deeply experienced specialists.
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
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. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • 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.