Individuals & Families

Client Solutions

Individuals & Families

Individuals and families require investment products and services that serve a host of needs. J.P. Morgan offers individual and family investors a world-class asset and wealth management platform through our Private Banking, Asset Management and Private Client Services teams.

Our services are designed to help build wealth, manage it prudently and pass it on to future generations. We foster long-term client relationships by offering tailored solutions designed to help our clients achieve their unique financial goals.

Solutions for individuals and families include:

Private Banking Provides wealth management solutions, including investments, liquidity and credit management, and tax and estate planning, to meet clients' individual needs	Investment Management Offers strategies and advice that span the full spectrum of asset classes	Mutual Funds Offers U.S. investors a range of mutual funds to build portfolios to suit various investor goals and objectives
Retirement Savings Helps clients achieve retirement goals through all-encompassing solutions	Structured Products Develops products across asset classes that can provide enhanced returns and greater portfolio diversification	Brokerage Assesses clients' needs to help them achieve their financial goals

Additional personal financial services are available in the United States under the Chase brand.