Succession planning

Passing on the leadership of a family business is never easy. However, taking the necessary time to develop a viable succession plan — even if you're many years from using it — is just good business. We can help you create a plan that will balance your needs and goals with those of family members who actively participate in the business, family members who are simply shareholders in the business, and key employees who are not family members.

Experience-based expertise
J.P. Morgan has helped numerous families successfully transfer business leadership to the next generation. Planning for the diverse needs of a family alongside the strategic future of a company is a complicated endeavor. It requires not only an astute awareness of the company's value, competitive positioning and strategic options, but also sensitivity to the liquidity needs and emotional complexity of the founding family.

A comprehensive plan
Working closely with you, your family and your advisors, we can construct a comprehensive plan that is based on a clearly defined vision and a central strategy - a plan that will aid you in achieving your vision, both during your lifetime and after.

Contact a J.P. Morgan Advisor to learn more about J.P. Morgan's succession planning services. Alternatively, you may contact any J.P. Morgan office.