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
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now