Wealth Planning & Advice

Family and Family Office Advisory

Family wealth transcends numbers—it’s about aligning values with strategic financial planning to preserve wealth, foster unity across generations and ensure a lasting legacy.

Wealth Planning & Advice

Family and Family Office Advisory

Family wealth transcends numbers—it’s about aligning values with strategic financial planning to preserve wealth, foster unity across generations and ensure a lasting legacy.

Build and preserve wealth for your family’s future

We help you protect your family’s legacy—whether it’s through identifying shared policies, implementing family governance or developing properly structured entities—to ensure lasting financial resilience.

Comprehensive expertise

Our team of specialists brings decades of experience in estate planning, wealth transfer strategies, marital planning, family office consulting and family governance, offering a holistic approach to managing and preserving family wealth.

Unmatched insight into family wealth

With a deep understanding of the unique needs and aspirations of families such as yours, we offer a comprehensive approach that addresses both the practical and emotional aspects of preserving and growing your wealth.

Access the full strength of our firm

Led by your Private Banker, we connect you with the full breadth of JPMorganChase’s resources to navigate complex opportunities, mitigate risks and help optimize returns.

How we help

Advise and share insights on family office structure and design by understanding your needs and objectives

Support family meetings by providing sample agendas and relevant discussion topics for your family

Educate the rising generation on financial wealth and well-being through a tailored curriculum designed for you

Provide guidance on major life transitions, such as marriage, cohabitation, divorce or death of a spouse, with insights on family planning considerations

What is a family office, and do I need one?

Why is family governance important?

What is a family meeting?

How and when do I discuss a marital agreement with my partner?

View advisory team

Elisa Shevlin Rizzo

Managing Director, Head of Family Office Advisory

Sustaining multigenerational wealth requires more than just planning – it takes alignment. Our Family and Family Office Advisory team helps families navigate complexity with strategies rooted in their values, designed to support sound decision-making, rising generation development, and pivotal life events like marriage, divorce, or succession. By aligning wealth with purpose, strengthening communication and planning for what matters most – we help families grow together, across generations.

Ready to align your family wealth with your long-term vision? Contact a J.P. Morgan advisor to help you and your family grow, protect, and sustain wealth – together.

Contact us

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