Managing your concentrated wealth
Is a lot of your personal wealth invested in your business? When it comes to diversification, business owners and corporate executives have unique needs.
Managing the day-to-day operations of your business can leave little time to consider your long-term vision—both for the company and for you. Whether planned or not, all businesses eventually face a transition. At the Private Bank, our specialists will think through these choices with founders and families: Pass the business on? Raise capital to fund growth? Sell a portion or all of the business? No matter the scenario, we look to provide customized advice, aiming to connect your vision of success for your company with your personal wealth goals.
All business owners are in a transition from creating wealth to preserving wealth. Each founder or family has its own optimal balance between concentration and diversification
Is a lot of your personal wealth invested in your business? When it comes to diversification, business owners and corporate executives have unique needs.
Understanding your awards and benefits is critical to making the most of your opportunities. We’re tapped into best practices and industry standards, and you can rely on our deep experience to help guide your decisions.
It’s never too early to start planning—whether that’s retiring, selling your business or transitioning leadership to the next generation. We can help you ask the right questions—and formulate the right answers.
Please tell us about yourself, and our team will contact you.
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
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 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
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
Not a commitment to lend. All extensions of credit are subject to credit approval.