JP Morgan Private Bank

J.P. Morgan Private Bank operates at a scale that few private wealth providers can match: $2.7 trillion in client assets globally, over 75 offices worldwide, and a history of working with wealthy families stretching back more than 200 years. For family office principals evaluating a banking relationship, this scale matters because it determines what the institution can actually put in front of you -- access to alternative investments, lending capacity against concentrated positions, and global custody across jurisdictions.

The private bank explicitly serves family offices as a named client segment, offering a dedicated Family and Family Office Advisory practice alongside an Outsourced CIO capability for those looking to delegate investment oversight. The service model spans:

• Tax strategy, trust and estate planning, and multi-generational wealth structuring
• Portfolio management across equities, fixed income, alternatives, and sustainable investments
• Lending products including securities-based lending, real estate lending, and specialty lending
• Personal and business banking with integrated online and mobile access
• Cyber advisory and fraud prevention services for families and their advisors

Clients operating internationally benefit from regional desks covering North America, Latin America, Europe and the Middle East, and Asia, with local teams in countries including the United Kingdom, Germany, France, Switzerland, Luxembourg, and Singapore. The bank publishes an annual Family Office Report and hosts events targeting the next generation of family principals, which signals sustained institutional focus on the segment rather than opportunistic coverage.

The primary trade-off for a family office choosing J.P. Morgan Private Bank is structural: the bank operates as a large institution with proprietary products across the capital stack, and access to the full breadth of services is relationship-driven rather than modular. Pricing is not disclosed publicly.

• Wealth planning and multi-generational estate structuring
• Outsourced investment management and CIO delegation
• Family office advisory including governance and succession
• Lending against securities, real estate, and specialty assets
• Philanthropy strategy and charitable planning
• Portfolio management across public and private markets

• Family and Family Office Advisory service
• Outsourced Chief Investment Office (OCIO)
• Managed portfolio strategies across equities, fixed income, and alternatives
• Securities-based lending and specialty lending
• Trust and estate planning services
• Tax strategy advisory
• Cyber advisory and fraud prevention
• J.P. Morgan Online and mobile banking platform
• Sustainable and ESG investing strategies
• Annual Family Office Report and client education events

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, CIO / Investment Office.

Dedicated relationship advisors across 75+ global offices; in-person, phone, and digital banking support via J.P. Morgan Online and mobile app.