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
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
What to consider when you’re considering alternative investments
July 15, 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
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
The 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowWhat to consider when you’re considering alternative investments
July 15, 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 NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowThe 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now