• J.P. Morgan Online
  Private Banking account access
• J.P. Morgan Securities
• International Private Banking Online
• More Services...

We have built our business to focus on the financial needs of the Bay Area’s most successful entrepreneurs, executives and investors.
 
As your single point of contact, we connect you with the full range of sophisticated advice and global expertise available exclusively to J.P. Morgan clients. We can provide:

• Pre-liquidity planning to help minimize the erosion of wealth through taxes
• Strategies for managing concentration risk
• Investment management that seeks to deliver positive, risk-adjusted returns
• Access to traditional and alternative investment managers from both inside and outside J.P. Morgan
• Integrated delivery of planning, banking, lending and investment solutions

 Our Approach

• Advise you throughout all stages of wealth creation, including pre-liquidity financial planning
• Seek to deliver positive, risk-adjusted returns appropriate to your financial goals and risk tolerances
• Provide an exceptional breadth and depth of wealth management solutions, including investing; banking and cash management; jumbo mortgages, lines of credit and specialized lending; trust and estate administration; fiduciary services and philanthropy
• Provide access to both J.P. Morgan-affiliated managers and third-party managers, all of whom are subject to rigorous ongoing due diligence
• Communicate closely and regularly to keep you constantly informed about the changing financial landscape

Our Presence

• More than 160 years helping the world’s wealthiest individuals and their families grow, manage and sustain their wealth
• Manage more than $600 billion in client assets worldwide
• Serve Private Banking clients from 64 offices globally, with Private Banking locations in San Francisco and Palo Alto in Northern California
• Recognized for providing Best Private Banking Services Overall in San Francisco in the 2011 Euromoney rankings

To learn more about J.P. Morgan Private Banking and how we can help you, contact us at one of our direct office numbers or, click here to send an email.