Family Offices
Apr 23, 2025
Custody services provide a stable environment for assets such as stocks, bonds, alternatives, etc., ensuring their safekeeping and efficient management. Services also ensure regulatory compliance, help manage operational tasks, such as settling securities trades and collecting dividend/interest payments, and provide confidence to both individual and institutional investors. The best suited global custodian and banking partner with the legacy, capabilities, resources and scale can help create greater efficiencies and alleviate many of the day-to-day challenges of your family office.
J.P. Morgan Private Bank works with many of the most sophisticated families in the world as their global custodian and banker. Our institutional banking and treasury services platform, custodial responsibilities, convenient access to accounts on J.P. Morgan OnlineSM and J.P. Morgan Access®, and a dedicated Client Service team all work together to support your lifestyle.
We’re here for all your custody needs
Assets under custody
We have $38 trillion assets under custody.
$38T
Global custody platform
We provide custody and safekeeping in 50 markets across the Americas, Europe, Middle East, Africa and Asia.
50 Markets
Commitment to excellence
Our sub-custodians are continuously assessed as part of due diligence processes and oversight governance conducted by a team of almost 200 network managers across 5 locations.
~200
Stats are as of June 2025, J.P. Morgan Private Bank
Banking and custody services on a first-name basis
Understanding your full financial picture
You can link your external accounts, integrate tools and customize how you view your accounts to receive the data and transparency you need to make strategic decisions.
Put the power in the hands of people you trust
Delegate account access and permissions to your employees and financial managers, including dual-control processes.
Streamline your operations and trades
Our platform is compatible with third party registered investment advisors and other external parties to ensure you can execute trades quickly and seamlessly. Also, customize your reporting needs for when and how you need it.
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