Cross-border wealth advisory

Your life is international. That means your finances are, too. But with each language, culture and legal system comes distinct tax codes, protocols and regulations. J.P. Morgan Private Bank can be your cross-border financial advisor and guide to help you accomplish what you want to do. Buying a home. Selling a business. Running a family office. Creating an estate plan. And more. By tapping their global resources and perspectives, our international advisors can help you achieve your goals–wherever your life takes you.

If you have family members and assets in more than one country, we can make your complicated financial life easier—and provide an extended, global network to support you.

  • Tax-aware planning and structuring

    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.
  • Optimizing your estate plan

    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 to empower you to create and implement better estate planning.
  • 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.