Wealth Planning
Comprehensive strategies designed for life's moments
Wealth brings opportunities and challenges. We'll help you navigate both.
Passing on your legacy
As your life and circumstances change, so may your goals. We'll work with you and your tax or legal advisors to structure a strategy that helps meet your legacy goals and incorporates thoughtful tax, financial, philanthropic, and estate planning opportunities.
We can help you consider:
- Controlling the flow of assets to your heirs
- How to title and protect your assets
- Business succession planning and specialty asset management
In annual client contributions that
directly support charities, worldwide.1
Giving to charity
Charitable giving is an opportunity to share your financial success in a meaningful way. We'll help you develop a strategic philanthropy plan that aligns with your values.
We can help you consider:
- Lifetime giving strategies
- Donor-advised funds
- Charitable trusts
Managing liquidity events
When you need a thoughtful plan to preserve and grow your wealth from liquidity events — like mergers, acquisitions, or a large inheritance — we can help you optimize the structure and timing of the transaction, and integrate it with your overall financial strategy.
We can help you consider:
- Personalized portfolio management
- Risk mitigation for concentrated stock
Asset
Protection
Concentrated
Stock
Life
Insurance
Buying
a Home
Business
Entities
Custodial
Accounts
An integrated approach to managing your wealth.
Wealth strategies tailored to your needs.
To find the best way to help you, we'll take the time to get to know you and your goals. It's how we'll gauge where your personal and financial priorities meet to create a strategy that elevates both.
Strategies that are flexible — and relevant.
We'll bring together our deep understanding of asset classes and the economy at large. That way, your plan can flex across tactical investment opportunities that take advantage of the latest market trends.
A knowledgeable team who's always at your side.
To tackle any financial strategy, you need a range of resources — from investment options and research to estate and business services. Consider us your point of entry to all of JP Morgan's capabilities.
Learn from our expertise
Browse the latest research, articles and insights from JP Morgan specialists to help you make the most of your investments.
Still have questions?
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