Wealth Planning

Focus on 4 key areas to better position for the year ahead

Each year, January arrives with wide-ranging opportunities and changes—and 2024 is no exception. Here’s what you can do right…

Family governance: A new way for adult siblings to connect

Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact…

How much cash do you want to hold now—and why?

Your unique answer can be found in your values, family and goals.

How to stop cybercriminals at your digital doorstep

Follow these steps to reduce risks for small businesses and family offices.

Passing the Torch: Life Insurance in your Estate Plan

How can families leverage life insurance to transfer wealth?

The first rule of philanthropy: Know your “why”

Having a clear idea of the impact you hope to achieve is the best starting point for a process that is rewarding—and often…

How to find meaning and purpose in a life of plenty?

For next-generation family members: Find your way forward by developing these four core competencies.

Funding a child’s education? Know your options

529 accounts are most popular because they offer excellent tax advantages. But irrevocable trusts provide the greatest…

Real estate opportunities in the USA for international…

Thinking about buying real estate in the US but but not a resident or citizen? Let's go over some details.

How your money can make more…of you

Financial planning isn’t just about managing your assets. It’s the key to having a life of meaning, purpose and impact

Recognizing email threats and social engineering

Hackers take advantage of our trust and natural willingness to be helpful by employing social engineering techniques to break…

Passing on the business gene: Nurturing an entrepreneuria…

One of the biggest contributors to the success of a family business is the ability to continue to innovate throughout…

Stewardship and Purpose

We discussed wealth with the world’s wealthiest. Our findings in their words.

How much cash is too much cash?

Are you set up to maintain your lifestyle—for life?

Your strategy may be sound, but it may need some adjusting. Here’s how to plan for your spending needs in any market cycle.

Preparing young adults for wealth takes a runway

For young adults to emerge as family leaders, ages 20-35 are crucial. And during this time, there’s much you can do to help the…

Your house may be spying on you. Save yourself.

All the smart devices embedded in our homes put us at risk. Discover how to secure your Internet of Things (IoT) devices, and…

How to host meaningful family meetings throughout the year

Despite the challenges of the continued global pandemic, you can plan future family gatherings to sustain healthy connections.

Selling a business? Give buyers what they need to up the…

Buyers are willing to pay more for targets– if there are cost and revenue synergies they can leverage.

Stewardship of family assets: Getting ready to grab the…

Understanding the aspirations of young family members is essential to nurture the next generation of caretakers of the family’s…

Near-and-dear assets deserve a special place in your trus…

Private businesses, real estate and/or mineral asset holdings for example, may have a special place in your heart as well as…

Latest & Featured

Keep up with the most recent and impactful insights across investing, wealth planning, philanthropy and more.

Here’s why you want to stress test your estate plan now

A quick guide to what you may want to examine—and when.

Insights

Explore ideas from J.P. Morgan’s renowned economists, strategists and investment specialists.