Is too much of your personal wealth invested in your business? When it comes to diversification, business owners have special needs.
Business owner advisory from J.P. Morgan
If you’re like many business owners, you pour yourself into your company and see little separation between it and you. But your personal wealth is a separate matter—and it needs attention, thought and expertise to keep you and your family safe and secure. Our Private Business Advisory specialists can help you think through the challenges business owners face. Like protecting your personal wealth from business risk. And thinking through all your options. Pass the business on? Recapitalize? Sell? J.P. Morgan Private Bank’s business owner advisors are here to help you make the most of your choice and simplify your personal financial life. Because running a business is more than a full time job.
Protecting your personal wealth
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.
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.
Every business will inevitably face a transition. You can be reactive and risk a result you won’t like—or strategically plan ahead and choose your outcome.
Related & Recommended
Small Business Owners: CARES Act FAQ
My Next Move
A new podcast that humanizes money decisions.