The Law Firm Group
Connecting you with the full power of J.P. Morgan
Our Private Bank Law Firm Group connects partners and law firms worldwide to the powerful resources, trusted advice and robust capabilities of J.P. Morgan. From wealth management to commercial banking to escrow solutions, backed by the safety and security of our fortress balance sheet. Our dedicated team is here to provide you with the exceptional level of attention and service you bring to your own work.
Contact us to discuss how we can help you.
The J.P. Morgan Private Bank
Law Firm Group
Intended for Financial Professional Use Only
JPMorgan Chase is an Equal Opportunity Employer/Disability/Veterans.
Head of the Law Firm and
Professional Services Group
My name is Boal Oyesanya and I run the Law Firm and professional services group at J.P. Morgan Private Bank. Our job as their trusted advisors is to bring them to the forefront. Thinking about them, what’s top of mind for them, what keeps them up at night and solving for those financial needs. Honing in, knowing how attorneys are paid, the different ebbs and flows of that, having programs and offerings tailored to them, as well as consultants makes a world of difference. Our clients should not have to explain who they are and how they’re paid and what their financial world looks like. It’s our job to know that, hence the reason we are very focused in this space, knowing that we know you.
One thing that’s a distinction here at J.P. Morgan and why we are a good fit for Law Firm partners and partners in professional services is that we take a peek at the whole holistic balance sheet. So instead of having lending being taken care of by a different team, and banking, investing and planning being taken care of by other members here at J.P. Morgan, we’re all on the same team here together.
Lawyers have specific needs, have specific liquidity requirements, time horizons where they're working, where we are investing their money, and we try to craft our investment solutions and liquidity solutions around not just their earning years, but also their retirement years. And the more we can plan around that, by knowing the lifecycle of that, we think we can do a better job and lead to better outcomes for them and their families.
Market Head of Investments and Advice
As one of the investment specialists on the Law Firm and professional services group, it's my job to give thoughtful financial planning advice and marry that alongside thoughtful investment management. I think it's critically important having a team that focuses on these persons. Going into retirement, different firms, or all firms have different retirement plans, have different pension plans, the timing of cash flows, and the amount of those cash flows is critically important to how we advise for long-term financial success.
Just as our partners tap into the broad range of other services at their firms, we look to deliver the same here at J.P. Morgan. It’s not just covering the partner’s wealth management needs, but we also work with our commercial bank to deliver for the firm.
Melroy Patterson. Jr.
The firm’s success and the ability to generate profit and distribute those profits to the partners is dependent on how effective and how efficient the firm operates. Well, the commercial bank takes care of the operational needs of the partnership.
We use our escrow group to meet the law firm’s and the law firm’s clients' needs of escrow usually around a pivotal moment for these businesses.
To give some context around the size and the scope and the breadth of J.P. Morgan’s escrow division, we support a wide range of escrow deposits, anywhere between half a million up to twenty billion-plus. We have a hundred-plus people worldwide. They have on average over twenty years of experience in this business and they know how to get deals done.
We have a simple but very powerful goal, we’re here to connect partners and their firms to all the resources, trusted advice and robust capabilities of J.P. Morgan.
And if we can bring the broader J.P. Morgan to them across our investment bank, across our treasury business, across our retail, credit card, any insights that we can do and bring to our clients, I think can be beneficial to help them in their careers as well.
It is our job to keep them as on the forefront, reminding them of what matters to them, helping to bring a wealth profile that will last for generations.
J.P. Morgan Private Bank
J.P. Morgan Private Bank is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offers other investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Annuities and 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. JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.
© 2023 JPMorgan Chase & Co. All rights reserved.
WHAT WE DO
Experienced in the legal field. Holistic in our approach.
While you focus on your law practice, our Private Bank provides you with strategies to help optimize your personal wealth and create a legacy for you and your family.
AREAS OF EXPERTISE
- Customized financial planning
- Seamless banking and cash management
- Investment strategy and solutions
- Customized secured and unsecured lending
- Tax planning strategies
- Trust and estate planning
- Life insurance solutions
- Philanthropic strategies
- Goals-based wealth analysis
Our Commercial Bank designs services with law firms specifically in mind. Whatever your opportunities and challenges, we provide a world of industry insights, solutions and financial services to help you take them on confidently and efficiently.
AREAS OF EXPERTISE
- Global escrow services
- Liquidity management
- Syndicated loans
- International treasury services
- Foreign exchange
- ERP integrated treasury services including AR and AP automation technology
WHAT WE DO
Access the total global strength of our firm
Whether you're building, preserving or transferring wealth, our team of specialists is here to help you with planning, lending, investing, banking and insurance. No matter how complex or unique your needs are, we can help you anticipate opportunities and reach your goals.
- Protect wealth through smart wealth structuring and tax planning strategies
- Identify and access sources of liquidity
- Manage concentrated and potentially illiquid balance sheets with exposure to dynamic market risks
- Deliver an exceptional level of attention and service
Your law firm can benefit from the sophisticated business perspectives and deep industry expertise of the J.P. Morgan Commercial Banking group. We have expertise working alongside firms in all different stages of growth, from firms with as few as 20 partners to those with over 500 partners. Sharing an in-depth understanding of your business, your J.P. Morgan banker can advise you on ways to maintain liquidity and reduce operating costs.
Escrow Services and Solutions
Risk reduction is top of mind in any global transaction. At J.P. Morgan, we have a team of experts dedicated exclusively to delivering strategic escrow solutions in areas including mergers & acquisitions, debt capital markets, litigation, real estate, bankruptcy, project finance and beyond, and we’ll help you develop an escrow transaction structure that will work for you. Whatever your escrow needs, we can help you navigate your unique requirements and find simple, workable solutions.