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A business owner took advantage of two estate planning strategies he hadn't considered previously.READ MORE
A CEO’s practice of investing in what he “knows” was creating overexposure to the energy industry.READ MORE
*In the 2017 Euromoney Private Banking Survey, J.P. Morgan Private Bank was named Best Private Banking Services Overall in North America and Best Private Banking Services Overall in the U.S. We also received the award for Best Private Bank in the U.S. for HNW services for the 12th consecutive year, as well as best in the United States for UHNW for the eighth year in a row. Awards or rankings are not indicative of future success or results.
**Refers to the balance sheet of JPMorgan Chase & Co.
All case studies are shown for illustrative purposes only and should not be relied upon as advice or interpreted as a recommendation. All case studies are hypothetical. Any name referenced is fictional. Information is not a guarantee of future results.
This material is intended to help you understand the financial consequences of the concepts and strategies discussed here in very general terms. The strategies discussed often involve complex tax and legal issues. Your own attorney and other tax advisors can help you consider whether the ideas illustrated here are appropriate for your individual circumstances. JPMorgan Chase & Co. does not practice law, and does not give tax, accounting or legal advice. We are available to consult with you and your legal and tax advisors as you move forward with your planning.
Lines of credit are extended at the discretion of J.P. Morgan, and J.P. Morgan has no commitment to extend a line of credit or make loans available under the line of credit. Any extension of credit is subject to credit approval by the lender in accordance with the terms contained in definitive loan documents.
The information contained in this material should not be relied upon in isolation for the purpose of making an investment decision. Investors must also consider the objectives, risks, charges, and expenses associated with the investment product or strategy prior to making an investment decision. More complete information is available from your J.P. Morgan representative, and you should be aware of the general and specific risks relevant to the matters discussed in the material.
INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
“J.P. Morgan Private Bank” is a marketing name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide. Securities products and services are offered by J.P. Morgan Securities LLC, member FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.
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