J.P. Morgan Private Bank

About J.P. Morgan Private Bank

J.P. Morgan Private Bank is the private banking business of JPMorgan Chase, headquartered in New York. It serves wealthy families with investment management, credit including lending against art and real estate, trust and estate services, and a family office practice that advises on governance and the setup of single family offices.

Known For

• Family office practice advising on governance, reporting and the creation of single family offices
• Lending against securities, real estate, aircraft and art collections
• Access to alternative investments and the wider capital markets platform of JPMorgan Chase
• Named North America's best for family office services in the Euromoney Private Banking Awards 2026

Typical Mandate

Clients are typically families with investable assets in the tens of millions of dollars and above, often with an operating business or a recent liquidity event. A relationship combines discretionary or advisory portfolio management, structured credit, trust and estate services through the bank's fiduciary arm, and access to the investment bank for transactions involving the family company.

How to Engage

Approaches are made through a private banker, usually after an introduction from a lawyer, an accountant or an existing client. The bank publishes minimum relationship sizes by region on request rather than in marketing material. Prospective clients should expect a full know-your-client process, including source-of-wealth documentation, before an account is opened.

Frequently Asked Questions