Wealth transfer planning

As the steward of considerable wealth, you face forces that can erode your assets. Taxes are an inevitable concern, but control and ownership issues could also affect the scope of your legacy.

Focusing as we do on wealthy individuals and families worldwide, J.P. Morgan combines wealth transfer planning experience and expertise in a way that almost no organization can match.

An ease with complexities
Many of our clients own assets of diverse kinds in diverse jurisdictions. We understand the complex issues involved, and we have proved again and again that we can help entrepreneurs with multifaceted wealth achieve their objectives.

Staying one step ahead
Significant wealth raises challenges that are rarely solved by off-the-shelf solutions. Our research and development group, which is responsible for forward thinking on vital issues such as executive compensation and cross-border taxation, gives you an edge.

Execution in tandem with advice
If you transfer your assets through a trust we can act as your advisor as well as your corporate trustee. In addition to core competencies in tax compliance and administration, we have skills in managing assets of virtually every kind-not only marketable securities, but also real estate, closely held business interests, and oil, gas and mineral properties.

Managing the intricacies of family dynamics
We can advise you on ways to prevent family discord from seriously eroding your wealth. Our fiduciary professionals frequently serve as educators, counselors and diplomats as they dispense advice, mediate disputes and balance the interests of beneficiaries.

Contact a J.P. Morgan Advisor to learn more about J.P. Morgan's wealth transfer planning and trust services. Alternatively, you may contact any J.P. Morgan office.