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Family Office Services

J.P. Morgan Private Bank offers industry-leading insights, exclusive opportunities and comprehensive services to help you and your family office reach your unique goals, care for your family and preserve your legacy.

2024 Global Family office report

J.P. Morgan Private Bank’s report reveals the challenges family offices around the globe face today. Grappling with complexities, many look for ways to become more effective, nimble and adaptable.

Read our report

Uniquely positioned to help you

Drawing on generations of accumulated knowledge, we help you seize opportunities. Your dedicated team connects you to the global resources of J.P. Morgan, giving you the confidence that you won’t miss out on a cutting-edge insight or an emerging opportunity.

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Engage with our experienced specialists to help you, your family and your giving succeed. We take a holistic approach and offer tailored services to help you achieve your goals, no matter the complexity.

Advice throughout your financial lifecycle

We can help you implement strategies aligned with your values and intentions for your wealth.

Support to help your family thrive for generations

Together, we can create a multi-generational framework to manage your family’s wealth.

Achieve impact through strategic philanthropy

We can help you establish philanthropic goals and identify the structure that’s right for you.

Grow your wealth

We offer an extensive range of services and strategies. Gain access to bespoke investments, strategic credit, exclusive events and key connections to help you reach your goals.

Tailored investment guidance and unique opportunities

We use the resources of our entire firm to build a bespoke investment strategy around you.

Strategic financing when and where you need it

Your dedicated Lending Specialist facilitates your timely access to credit from across the firm.

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We aim to open doors and make even more possible for you through thought leadership, events and networking.

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Help protect the people in your life and your finances backed by the resources of J.P. Morgan. When you come to us, we make it our priority to understand your unique situation and protect your assets and information.

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Our platform enables you to work with all of your providers and to see your aggregated financial picture.

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It’s our top priority to keep you and your family safe – and any of your businesses or private foundations.

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Put the strength, security and reach of our established banking and treasury services to work for you.

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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.

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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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