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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

Planning for your unique needs

Our teams of specialists are deeply experienced across a range of areas, from asset protection to hedging concentrated stock positions, and topics in-between.

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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.

Let's work
together.

We'll help you plan out your immediate needs — and create a lasting legacy for you and your family.

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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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Learn more about our firm and investment professionals at Finra Brokercheck.

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