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.

The Private Business Advisory team guides you through complexity to help maximize the value of your business

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.

Key risks

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.​

Important Information

This material is for information purposes only, and may inform you of certain products and services offered by private banking businesses, part of JPMorgan Chase & Co. ("JPM"). Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. 

GENERAL RISKS & CONSIDERATIONS

Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g. equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan team. 

NON-RELIANCE

Certain information contained in this material is believed to be reliable; however, JPM does not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams or commentary in this material, which are provided for illustration/reference purposes only. The views, opinions, estimates and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in the event that such information changes. Views, opinions, estimates and strategies expressed herein may differ from those expressed by other areas of JPM, views expressed for other purposes or in other contexts, and this material should not be regarded as a research report. Any projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events. 

Nothing in this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation or advice (whether financial, accounting, legal, tax or other) given by J.P. Morgan and/or its officers or employees, irrespective of whether or not such communication was given at your request. J.P. Morgan and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transactions. 

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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.

 

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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

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