Reasons clients come to us
- You find yourself underserved elsewhere
- You are moving from illiquidity to liquidity or are planning for future liquidity
- You're a high-profile executive, founder or professional investor seeking to manage the complexity of your wealth, work and family
What we do differently for you
We distinguish ourselves in key areas that are critical to families with substantial wealth.
Multi-family office approach
We work with a finite group of highly affluent families so that we may help oversee your full balance sheet in concert with outside specialists.
Discretionary portfolio strategies
As members of the J.P. Morgan Wealth Management Portfolio Manager Program^,1^we have designed portfolio strategies that we customize in consideration of each client's needs and expectations.
Cash flow modeling
We review and provide feedback on expected expenses, including near-term cash needs, to establish a cash management plan.
Charitable planning specialists
Our team reviews your past and existing philanthropy, helps explore further philanthropic goals, and reviews your current charitable plan, adjusting as needed.
Educational seminars
We offer workshops designed to help increase financial literacy, wealth transfer success and investor confidence. Recent sessions have included Preparing to Launch, Women of Wealth, Money in Relationships and Introduction to Stocks & Digital Assets.
Connections and networking
We make introductions to estate attorneys, CPAs and other professionals, and bring together people on a personal level to share synergies.
Meet Our Team
Insights
Higher rates, lower logic
June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Here’s why you still don’t have a will – or haven’t kept the one you do have up to date
June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business succession planning: Building an effective team
June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Protect your passion: Make the most of your car collection
June 17, 2024You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
Infusing values into your wealth planning? Avoid these mistakes
June 17, 2024You don’t have to choose between growing your wealth long-term and supporting causes you care about.Read Now
Pride Month 2024: What does Pride mean to you?
June 17, 2024For Pride Month, J.P. Morgan Wealth Management sat down with LGBTQ+-identifying employees to learn about their experiences in the workplace and beyond. Read on to learn more.Read Now
What is a living trust?
June 17, 2024You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
What is a backdoor Roth IRA?
June 17, 2024A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
5 actions investors can take now
June 14, 2024This week’s macro mania gave us confidence in our Mid-Year Outlook. Investors can respond with a diversified portfolio.Read NowHigher rates, lower logic
June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read NowHere’s why you still don’t have a will – or haven’t kept the one you do have up to date
June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read NowBusiness succession planning: Building an effective team
June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowProtect your passion: Make the most of your car collection
June 17, 2024You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read NowInfusing values into your wealth planning? Avoid these mistakes
June 17, 2024You don’t have to choose between growing your wealth long-term and supporting causes you care about.Read NowPride Month 2024: What does Pride mean to you?
June 17, 2024For Pride Month, J.P. Morgan Wealth Management sat down with LGBTQ+-identifying employees to learn about their experiences in the workplace and beyond. Read on to learn more.Read NowWhat is a living trust?
June 17, 2024You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowWhat is a backdoor Roth IRA?
June 17, 2024A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now5 actions investors can take now
June 14, 2024This week’s macro mania gave us confidence in our Mid-Year Outlook. Investors can respond with a diversified portfolio.Read Now