
Dr. Michele Mikeska JaffeDr. Michele Mikeska JaffeExecutive Director, Family Dynamics Family Engagament 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

What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now