Strategies to help foster lasting family wealth and success

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As this video begins, a woman with long black hair and brown eyes speaks to us.  She sits in a room with shelves holding a framed picture, a houseplant, and other decorative items.

Logo:

A small 'J.P. Morgan Wealth Management' logo appears and remains on screen for the entire video.

Side note:

A bold disclosure in a text box reads:

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INVESTMENT AND INSURANCE PRODUCTS:

• NOT A DEPOSIT
• NOT FDIC INSURED
• NO BANK GUARANTEE
• MAY LOSE VALUE

Jessica Douieb:

Our clients are not staying up at night thinking about their investment portfolio. They stay up at night thinking about their family, their children, their next endeavors, their health. And so, how can we make sure that our services are really integrated in a comprehensive way?

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Opening title:
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Introducing Family Wealth Services.

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Identifying text appears, reading:
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Jessica Douieb
Head of Wealth Partners and Family Wealth Services
J.P. Morgan Wealth Management

Jessica Douieb:

My name is Jessica Douieb, and we deliver Family Wealth Services to our high-net-worth clients.

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Services to foster lasting family wealth and success

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An infographic labeled "Family Wealth Services" appears, showing three pillars marked:
 - Family Engagement and Governance;
 - Family Lifestyle;
 - (and) Outsourced Family Office.

Jessica Douieb:

The first pillar of our services, we call Family Engagement & Governance.

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Pillar 1:

Family Engagement & Governance

• Family Dynamics
• Family Governance and Decision-Making
• Transition Planning
• Philanthropy
• Learning, Development, and the Rising Gen

Jessica Douieb:

And this is very unique because it's an opportunity for us to really deepen our relationship with our clients and understanding things like family dynamics and family governance, and really thinking about financial education for the rising generation as well as philanthropy. So, it's very broad and very all-encompassing for our families.

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Pillar 2:

Family Lifestyle

• Cybersecurity
• Healthcare
• Education
• Bill Pay
• Private Aviation
• And more

Jessica Douieb:

The second major pillar is called our Family Lifestyle offering, an introductory platform of third-party providers in a variety of curated categories. The third major pillar of our Family Wealth Services is what we call our Outsourced Family Office.

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Pillar 3:

Outsourced Family Office

• Coordinated Financial Management
• Wealth Strategy and Preservation
• Family Connection, Mission and Lifestyle

Jessica Douieb:

For many of our clients, that sort of administrative, or financial additional infrastructure and support, is very valuable. So, what ends up happening is that our Outsourced Family Office becomes really like an extension of the family, or what I would consider an adjunct to the team that is supporting that family, including that of the financial advisor. So, it’s very much a comprehensive, symbiotic team environment in which the client can really depend on us for that additional support and really help guide them through the next cycle of their wealth journey. I was inspired to work in family wealth services because I love solving problems and every client situation is different, every client is unique. So, we can really be creative thinkers in partnering with our clients in a variety of services that we offer.

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Closing text:
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J.P. MORGAN WEALTH MANAGEMENT.
FOR MORE INFORMATION, CONNECT WITH US AT

JPMORGAN.COM/YOURWEALTHADVISOR

Side note:

Legal disclosures appear:

Text on screen:

Opinions expressed are those of the speakers and may differ from those of other J.P. Morgan employees and affiliates. 

Neither J.P. Morgan nor any of its affiliates can represent that the statements or opinions expressed today will materialize.

JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied on for tax, legal or accounting advice.  You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through (in bold) J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC.

Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Copyright 2025 JPMorgan Chase & Co.

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