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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.

Create a plan

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.

Life, enhanced, for you and your family

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

Secure your assets – and your information

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.

Secure access to a global custody network and reporting

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

Robust cybersecurity and fraud prevention

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

White glove service and everyday banking

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

Interested in learning more about how we can work with you and your family office?

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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.

Non-Reliance

Certain information contained in this material is believed to be reliable; however, JPM does not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams or commentary in this material, which are provided for illustration/ reference purposes only. The views, opinions, estimates and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in the event that such information changes. Views, opinions, estimates and strategies expressed herein may differ from those expressed by other areas of JPM, views expressed for other purposes or in other contexts, and this material should not be regarded as a research report. Any projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events.

Nothing in this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation or advice (whether financial, accounting, legal, tax or other) given by J.P. Morgan and/or its officers or employees, irrespective of whether or not such communication was given at your request. J.P. Morgan and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transactions.

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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

Please read the Legal Disclaimer for key important J.P. Morgan Private Bank information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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