Family Office Services
J.P. Morgan Private Bank offers industry-leading insights, exclusive opportunities and comprehensive services—to help you and your family office reach your unique goals, take care of your family and create your legacy.
Uniquely positioned to help you
Drawing on generations of accumulated knowledge, we help you seize opportunities. Your dedicated team connects you to the global resources of J.P. Morgan, giving you the confidence that you won’t miss out on a cutting-edge insight or an emerging opportunity.
Advice throughout your financial lifecycle
We can help you implement strategies aligned with your values and intentions for your wealth.
Support to help your family thrive for generations
Together, we can create a multi-generational framework to manage your family’s wealth.
Achieve impact through strategic philanthropy
We can help you establish philanthropic goals and identify the structure that’s right for you.
Tailored investment guidance and unique opportunities
We use the resources of our entire firm to build a bespoke investment strategy around you.
Strategic financing when and where you need it
Your dedicated Lending Specialist facilitates your timely access to credit from across the firm.
Life, enhanced, for you and your family
We aim to open doors and make even more possible for you through thought leadership, events and networking.
Secure access to a global custody network and reporting
Our platform enables you to work with all of your providers and to see your aggregated financial picture.
Robust cybersecurity and fraud prevention
It’s our top priority to keep you and your family safe – and any of your businesses or private foundations.
White glove service and everyday banking
Put the strength, security and reach of our established banking and treasury services to work for you.
