We are a select group of highly experienced advisors at J.P. Morgan Wealth Management, carved out for their track record of providing a curated approach for the sophisticated needs of ultra-high-net-worth individuals and families. We are distinctively scaled to address the extraordinary challenges and exclusive opportunities afforded by institutional-sized capital.
SAFEGUARDING YOUR FAMILY’S LEGACY
As advisors, we impart a discerning level of guidance for clients whose financial success has evolved to a more complex set of objectives. We are proud to stand among this elite group, offering tailored strategies that bridge personal and business finances—delivering the attention, immediacy, and insights of a family office.
A Niche Understanding of Wealth
We bring a firsthand perspective of the nuances necessitated by substantial wealth—from investment banking to luxury financing and concierge services. Our access to a wide range of specialists enables us to help you navigate major wealth scenarios, including innovative trades, private placement or esoteric deals that align with your specific interests.
A Customized and Integrated Wealth Management Approach
With a full view of your financial landscape, we’re able to seamlessly manage across the entirety of the balance sheet. Our capabilities extend far beyond investment management, and we collaborate with all members of your team, from accountants to attorneys and business managers, to create a comprehensive strategy that accounts for the many elements of your life.
We provide guidance for your ever-evolving needs, and can help you navigate major wealth events.
- Estate and Wealth Planning
- Alternative Investments
- Hedging Transactions for Concentrated Positions
- Tactical asset allocation
- Goals Based Planning
- General Asset Allocation
- Multi-generational Wealth Management
- Restricted stock
Investment products and strategies may not be appropriate for all investors. It is important to review all offering documents and understand the risks associated with the underlying investment products or strategies before investing.