
Dr. Michele Mikeska JaffeDr. Michele Mikeska JaffeExecutive Director, Family Dynamics Family Engagement and Governance
About Dr. Michele
Dr. Michele Mikeska Jaffe is an Executive Director at J.P. Morgan Wealth Management.
As the Executive Director of Family Dynamics for the Family Engagement and Governance team, Michele guides individuals, couples, families and Advisors through the often unseen complexities of multi-generational family wealth. Her role within the Family Engagement and Governance team offers integrated support alongside Advisors' skillsets to provide clients with the tools and resources to discuss the critical topics that impact their lives and wealth planning.
Michele's deep knowledge in this space is rooted in a diverse background of psychology and design, including her role at the R+D Innovation Lab at The New York Times, which explored emerging technologies in service of helping people understand the world. She has a Doctorate in Clinical Psychology. Her doctoral dissertation, "When She Has The Money," was the first-of-its-kind to dive into the core issues affecting financially diverse marriages, cross-cultural family systems, and ultra-high-net-worth individuals due to female inheritance.
Michele's client-centered approach focuses on empowering each family member to find their voice, feel recognized and uncover their relationship to wealth. She believes that by fostering meaningful participation— ranging from aligning values to business direction to philanthropic and generational planning—the entire family flourishes.
A sought-after global speaker, peer-reviewed journal contributor and subject-matter expert, Michele speaks at conferences, workshops and on podcasts worldwide. She has served as the Executive Director of the Family Business Network, a global community of business-owning families. Currently, she leads the Wisdom Committee of the Purposeful Planning Institute, planning the content and speakers for their annual conference.
Beyond her professional pursuits, Michele is a yoga and nature enthusiast who cherishes good food, good design and good company. She embraces a little healthy competition in family card games and enjoys perusing interior design magazines. Actively engaged in community efforts and philanthropy, Michele addresses mental health and wellness on both local and global levels. She resides in Northern California with her husband and two daughters.
Insights

When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now
Wealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
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March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
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March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read Now
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What are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read Now
AI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read Now
When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now
Wealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
What to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Oil shock jolts American stocks into driver’s seat … for now
March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read Now
What is tangled title and how can it be avoided?
March 5, 2026Home ownership is one of the most common ways of building generational wealth, but tangled titles can be a hurdle in achieving this. Read on to learn more.Read Now
What are my options to save for my children’s education?
March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read Now
What are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read Now
AI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read Now
