Family Office Services

Follow your ambitions, manage your wealth and take care of your most important asset – your family – with the trusted guidance and partnership of the World’s Best Private Bank1. With over two centuries of experience advising some of the world’s most successful individuals and families, we offer you powerful family office services shaped around you.

What is a family office and how do I know if I need one?

Family offices are established to help families organize and manage wealth over the long-term. Depending on the complexity of your wealth, it's important to understand if a family office is right for you, and if so, what level of services you need. J.P. Morgan is here to provide you with the insights, guidance, and family office services to meet your goals.

1Euromoney 2024. Rating methodology details click here. Ratings may not guarantee future success or results.

Let us help you navigate the unique needs and nuances of your family’s wealth. Get started with J.P. Morgan Family Office Services today.

United States Best Family Office Services

J.P. Morgan Private Bank has been recognized by Euromoney for providing the “Best Family Office Services” in the United States. This honor are a testament to our ability to deliver exceptional advice and insights to our family office clients.

Family Office Services Team


Our dedicated team will work tirelessly to help personalize, define and realize your impact today and preserve your wealth legacy for generations to come

Realize the full possibilities of your family wealth with powerful resources and a personal focus.

Led by your Private Banker, we provide your family with a deep team of professionals delivering the vast breadth of the entire JPMorgan Chase organization. 

"Whether you’re looking to build a family office, need support for your existing family office or seek guidance to navigate the more complex needs of your wealth, our team has the experience you need to grow, organize and optimize your family wealth. It’s what truly sets us apart."

When should I consider a family office?

If you are a family with significant wealth, it is likely you have considered forming a family office, or already have an established one. J.P. Morgan is here to provide insights and guide you through questions about family office services to determine what is right for you.

Contact us to discuss how we can help you experience the full possibility of your wealth.

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Important Information

KEY RISKS

This material is for information purposes only, and may inform you of certain products and services offered by private banking businesses, part of JPMorgan Chase & Co. (“JPM”). Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your J.P. Morgan team or email us at accessibility.support@jpmorgan.com for assistance. Please read all Important Information.

GENERAL RISKS & CONSIDERATIONS

Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g. equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan team.

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