Wealth Management for Business owners
Customized advisory strategies for privately owned businesses
Business Owner Advisory Services Team
Empowered by the vast resources of J.P. Morgan, our Private Business Advisory Solutions Team works hand-in-hand with business owners and families like yours to deliver tailored advice for every stage of your business journey. Whether you’re planning to grow or transition to the next generation, we can bridge the gap between your personal and business wealth needs.
Managing Business Growth
We take a strategic approach to managing your company’s growth and accessing capital, while connecting you with a network of partners across J.P. Morgan for comprehensive support. Our holistic approach aims to ensures your business thrives at every stage.
Personal Wealth Planning
Having all your wealth tied up in your business can increase risk due to a lack of diversification. To mitigate this risk, our teams can help you build a complementary portfolio with assets outside your business, ensuring your wealth is not solely dependent on your business’s performance.
Succession Planning
Transitioning your business requires careful planning around monetization, wealth transfer, timing, retention and tax strategies. We guide you through the complexities of succession planning and transactions, helping you maximize value for your shareholders as well as your family.
Transaction Execution
Navigating your business transition involves understanding key valuation drivers, deal terms and structures, as well as securing advisor referrals and financing sources. J.P. Morgan offers the insights and resources to help you optimize every aspect of your transaction.
Insights for business owners
Understand the basics of business valuation
A private equity firm just made an offer. Now what?
Life Insurance for business owners
Selling a business? Give buyers what they need to up the price
Insights and answers for private business owners
Discover our unique wealth management solutions for business owners
Whether you are preparing for growth, a transition or safeguarding your legacy, our team of specialists is here to provide the advice you need. Let us help you align your business strategy with your personal financial goals.
You’ve worked hard to make your company successful—explore how we can partner together to prepare for your next step.
Important Information
JPMorgan Chase & Co., its affiliates, and employees do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.
