J.P. Morgan Private Bank launches new Lifestyle Services Providing

New providing delivered by the Private Bank’s Global Family Office Practice connects shoppers with a curated community of industry-leading suppliers and consultants

NEW YORK, Sept. 16, 2025 /PRNewswire/ — J.P. Morgan Private Bank as we speak unveiled its new Lifestyle Services providing, designed to attach shoppers within the U.S. with a curated community of industry-leading life-style service and aggregated reporting suppliers. These providers, launched out of J.P. Morgan’s newly expanded Global Family Office Practice co-led by William Sinclair and Natacha Minniti, intention to boost the consumer expertise and supply complete help to ultra-high-net-worth households, making certain entry to the very best high quality assets throughout varied domains.

“In an era where discerning families seek more than just financial guidance from their wealth management advisors, J.P. Morgan Private Bank is redefining wealth advisory by curating a platform that enriches clients’ lives beyond their balance sheet,” mentioned William Sinclair, Co-Head of J.P. Morgan Private Bank’s Global Family Office Practice.

“By combining our 225-year legacy of serving the wealth needs of the world’s most global and sophisticated families with the innovative services of leading lifestyle industry partners, our Private Bank clients benefit from the convenience of a cohesive wealth and lifestyle management experience,” added Christopher McCree, Head of Family Office Services & Strategy.

The new Lifestyle Services platform connects shoppers with a curated community of industry-leading suppliers. “These collaborations empower us to deliver exceptional value through a comprehensive suite of services tailored to our clients’ unique needs, allowing them to focus on what truly matters,” mentioned Emily Margolis, Head of Lifestyle Services.

U.S.-based J.P. Morgan shoppers profit from entry to unique presents, together with complimentary consultations, discounted charges, and waived charges throughout varied providers.

• Private Aviation Services: Clients can get pleasure from seamless and discreet journey experiences by partnerships with top-tier non-public aviation suppliers. Whether it is becoming a member of a jet card program, exploring fractional possession, or chartering flights, our platform presents tailor-made options to optimize journey.
• Outsourced CFO Services: Streamline monetary administration with entry to specialised suppliers providing invoice pay, bookkeeping, money circulate reporting, and funding aggregation. Our companions present complete monetary administration providers to simplify shoppers’ lives.
• Healthcare Management: Whether at dwelling or overseas, shoppers can obtain personalised help all through their healthcare journey from our community of suppliers. Our companions will present entry to main medical specialists and prime services around the globe, managing all logistics, from scheduling appointments and organizing medical data to navigating non-public medical insurance complexities, so shoppers can give attention to what issues most — their well being.
• Art & Collectibles: Clients are linked with prime international artwork and collectibles advisors that ship tailor-made providers to assist shoppers expertly handle and preserve their collections. These suppliers provide complete providers from detailed cataloging and authentication to facilitating conservation and restoration remedies and coordination of logistics. With entry to each major and secondary markets, they assist shoppers navigate the shopping for or promoting journey — from focused searches, situation assessments and public sale illustration, all carried out with full confidentiality.
• Staffing Solutions: Our platform presents entry to a community of recruiting companies specializing in household workplace and family staffing. From govt search to non-public staffing, these suppliers be sure that shoppers discover the appropriate professionals to help their life-style wants.
• Aggregating and Reporting: Under the management of Michael Grippo, Head of Family Office Aggregation and Reporting, the Private Bank’s new digital asset reporting platform gives shoppers with a complete view of their portfolios with the full-service help of a specialised, devoted reporting staff. This service, powered by Addepar and iCapital, centralizes the administration of complicated monetary portfolios, offering detailed insights and management over belongings, no matter the place they’re held in custody. Clients can view and analyze their holdings with enhanced transparency and class, enabling smarter, extra knowledgeable funding selections.
• Luxury Travel Services: With JPMorganChase’s acquisition of Valerie Wilson Travel (VWT) in 2023, Private Bank shoppers have entry to an industry-leading luxurious journey enterprise identified for his or her experience in luxurious journey design and session, offering personalised journey planning providers. Clients profit from unique vacation spot content material, insider entry to distinctive experiences, and the comfort of reserving by a single platform.

About J.P. Morgan Private Bank’s Global Family Office Practice 

Under the co-leadership of William Sinclair and Natacha Minniti, the Private Bank’s newly expanded Global Family Office Practice enhances the financial institution’s skill to ship holistic wealth administration options to rich people, multigenerational households, international household workplaces, and enormous institutional shoppers and their households. The apply presents personalised recommendation on property planning, life insurance coverage, and strategic wealth switch strategies by its Wealth Advisory, Global Investment Opportunities, and Outsourced Chief Investment Officer groups. This growth underscores J.P. Morgan Private Bank’s dedication to offering complete and tailor-made monetary options to satisfy the complicated wants of its clientele worldwide.

About J.P. Morgan Private Bank

J.P. Morgan Private Bank gives custom-made monetary recommendation to assist rich shoppers and their households obtain their targets by an elevated expertise. Clients of the Private Bank work with devoted groups of specialists that deliver their investments and monetary belongings collectively into one complete technique, leveraging the worldwide assets of J.P. Morgan throughout planning, investing, lending, banking, philanthropy, household workplace administration, fiduciary providers, particular advisory providers and extra. The Private Bank oversees greater than $3.1 trillion in consumer belongings globally (as of 6/30/2025). More details about J.P. Morgan Private Bank is offered at privatebank.jpmorgan.com.

SOURCE J.P. Morgan