J.P. Morgan Wealth Partners
Ultra-high-net-worth individuals and families face unique challenges—and opportunities. Through our Family Wealth Platform, our experienced Wealth Partners can help you manage your lifestyle needs and navigate family dynamics and philanthropy.
Our goal is to simplify clients’ lives by being their single point of contact for all of their investment, personal finance, and lifestyle needs.
Jessica Douieb
Head of Wealth Partners
Family lifestyle offering
Access an introductory platform of exceptional third-party pecialists in high-demand lifestyle categories, such as education advisory services and private aviation consulting.
Family dynamics and philanthropy
Define your family’s priorities and philanthropic goals to help you align on your shared values and prepare beneficiaries for future roles and responsibilities as stewards of family wealth.
Disciplined wealth planning
Develop a personalized wealth plan that includes strategic approaches for generational transfer, in collaboration with your tax or legal advisors and our trust and estate specialists.
Holistic investment management
Explore a range of unique investment opportunities, such as alternatives and direct private investments, as well as thematic recommendations and award-winning research.
Personalized lending solutions
Get personalized financing options and lending strategies to help you quickly meet liquidity demands and fund large purchases, like education, aviation, fine art and real estate.
Integrated banking services
Access customized banking products and services to help you manage your day-to-day cash flow, and receive dedicated support from our experienced team of banking specialists.
Family Lifestyle Offering
Your Wealth Partner can facilitate personal introductions to third-party specialists who can support your family’s day-to-day activities—connecting you to a curated network of experts across critical areas of family life, such as healthcare, education, private aviation and cyber security.
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Participate in in-depth discussions, led by our in-house Family Dynamics Team, to help you and your family understand each other’s concerns and aspirations. These conversations can help your family translate your shared values into a mission and approach to managing family wealth—including opportunities for younger generations to become a meaningful part of the conversation.
Private Briefing Experience
Discover the full power of our partnership with a Private Briefing with our senior leadership. We’ll introduce you to our subject matter experts and industry specialists in an intimate, one-on-one setting with a schedule curated exclusively for you and your family.
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Investing
Why now is a good time to invest: 6 charts count the ways
Sep 25, 2023
Today’s cash yields won’t last forever. Stocks could push toward new highs, and higher yields can be locked in.
Read moreOur partnership begins by getting to know you personally. To get started, you can search our network to find a Wealth Advisor to work with locally or virtually, or click here to tell us about your needs and we’ll reach out to you.
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