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FAMILY WEALTH SERVICES

Strategies to help foster lasting family wealth and success

Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth

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Our clients often tell us they define success through family, legacy, and impact – not just finances. That’s why our Family Wealth Services are essential.

Jessica Douieb

Head of Wealth Partners, J.P. Morgan Advisors

A suite of services designed to address your family wealth needs

A suite of services designed to address your family wealth needs

Family engagement & governance

Work with our seasoned specialists to understand your family's culture and goals, and receive tailored learning, life transitions and legacy-building support with research-based methods and frameworks.

Learn more

Family philanthropy 

Maximize the impact of your giving by collaborating with J.P. Morgan to elevate your philanthropy with custom plans aligned with your values.

Learn more

Family lifestyle 

Receive personalized support and introductions to a curated network of lifestyle specialists offering bill pay, private aviation, cybersecurity services and more.

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Outsourced family office 

Outsource your family’s financial management to our team.  Receive support in coordinating the financial and administrative tasks as well as developing wealth preservation strategies.

Learn more

Family Wealth Institute  

Access curated educational resources on trust and estates, business planning, retirement, family engagement and governance, lifestyle, philanthropy and more.

Learn more

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On screen:

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:

Text on screen:

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?

On screen:

Opening title:
Text on screen:

Introducing Family Wealth Services.

On screen:

Identifying text appears, reading:
Text on screen:

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.

Text on screen:

Services to foster lasting family wealth and success

On screen:

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.

Text on screen:

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.

Text on screen:

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.

Text on screen:

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.

On screen:

Closing text:
Text on screen:

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.

END

Navigate the unique opportunities and challenges of family wealth

Access a wide array of family wealth services, supporting your family dynamics and governance, philanthropy, lifestyle and family office needs.

FAMILY ENGAGEMENT & GOVERNANCE

Empowering families to build purposeful wealth across generations

Collaborate with our seasoned Family Engagement and Governance specialists to gain insights into your family's culture and objectives. Benefit from customized learning, life transition support and legacy building, all grounded in research-based methods.

FAMILY PHILANTHROPY

Elevating your giving to create meaningful change

Partner with our specialists to craft a custom philanthropy strategy. With their guidance, align your giving plan with your values and explore new opportunities to maximize impact.

FAMILY LIFESTYLE

Providing access to an expanding world of curated service

Access an expanding world of curated service through personal introductions to in-house and third-party lifestyle specialists who can help address your unique needs with bill pay, private aviation, cybersecurity and more.

OUTSOURCED FAMILY OFFICE

Giving you back one of your most precious assets – your time

Outsource your family’s financial and administrative tasks to our team. Receive support in coordinating the management of your family’s finances and developing wealth preservation strategies.

Family Wealth Institute

Unravel the complexities of family wealth with educational resources on trust and estates, business planning, retirement, family engagement and governance, lifestyle, philanthropy and more.

EXPLORE
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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through 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.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.

Please read additional Important Information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED