Goals-based planning
Apr 24, 2025
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.
Exploring key questions
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.
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Family Office Services
J.P. Morgan Private Bank has everything you and your family office require: world-class insights, exclusive opportunities and comprehensive services.
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Security Hub
At the Private Bank, protecting your assets and information is our priority. We invest in advanced technology and employ multiple defense layers for your safety.
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Family offices seek simplicity, flexibility, ability to adapt
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.
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