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

New offering delivered by the Private Bank's Global Family Office Practice connects clients with a curated network of industry-leading providers and consultants

NEW YORK, Sept. 16, 2025 /PRNewswire/ -- J.P. Morgan Private Bank today unveiled its new Lifestyle Services offering, designed to connect clients in the U.S. with a curated network of industry-leading lifestyle service and aggregated reporting providers. These services, launched out of J.P. Morgan's newly expanded Global Family Office Practice co-led by William Sinclair and Natacha Minniti, aim to enhance the client experience and provide comprehensive support to ultra-high-net-worth families, ensuring access to the highest quality resources across various 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," said 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 clients with a curated network of industry-leading providers. "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," said Emily Margolis, Head of Lifestyle Services.

U.S.-based J.P. Morgan clients benefit from access to exclusive offers, including complimentary consultations, discounted rates, and waived fees across various services.

• Private Aviation Services: Clients can enjoy seamless and discreet travel experiences through partnerships with top-tier private aviation providers. Whether it's joining a jet card program, exploring fractional ownership, or chartering flights, our platform offers tailored solutions to optimize travel.
  
  
• Outsourced CFO Services: Streamline financial administration with access to specialized providers offering bill pay, bookkeeping, cash flow reporting, and investment aggregation. Our partners provide comprehensive financial management services to simplify clients' lives.
  
  
• Healthcare Management: Whether at home or abroad, clients can receive personalized support throughout their healthcare journey from our network of providers. Our partners will provide access to leading medical specialists and top facilities around the world, managing all logistics, from scheduling appointments and organizing medical records to navigating private health insurance complexities, so clients can focus on what matters most — their health.
  
  
• Art & Collectibles: Clients are connected with top global art and collectibles advisors that deliver tailored services to help clients expertly manage and maintain their collections. These providers offer comprehensive services from detailed cataloging and authentication to facilitating conservation and restoration treatments and coordination of logistics. With access to both primary and secondary markets, they help clients navigate the buying or selling journey — from targeted searches, condition assessments and auction representation, all conducted with complete confidentiality.
  
  
• Staffing Solutions: Our platform offers access to a network of recruiting firms specializing in family office and household staffing. From executive search to personal staffing, these providers ensure that clients find the right professionals to support their lifestyle needs.
  
  
• Aggregating and Reporting: Under the leadership of Michael Grippo, Head of Family Office Aggregation and Reporting, the Private Bank's new digital asset reporting platform provides clients with a comprehensive view of their portfolios with the full-service support of a specialized, dedicated reporting team. This service, powered by Addepar and iCapital, centralizes the management of complex financial portfolios, providing detailed insights and control over assets, regardless of where they are held in custody. Clients can view and analyze their holdings with enhanced transparency and sophistication, enabling smarter, more informed investment decisions.
  
  
• Luxury Travel Services: With JPMorganChase's acquisition of Valerie Wilson Travel (VWT) in 2023, Private Bank clients have access to an industry-leading luxury travel business known for their expertise in luxury travel design and consultation, providing personalized travel planning services. Clients benefit from exclusive destination content, insider access to unique experiences, and the convenience of booking through 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 bank's ability to deliver holistic wealth management solutions to wealthy individuals, multigenerational families, global family offices, and large institutional clients and their families. The practice offers personalized advice on estate planning, life insurance, and strategic wealth transfer techniques through its Wealth Advisory, Global Investment Opportunities, and Outsourced Chief Investment Officer teams. This expansion underscores J.P. Morgan Private Bank's commitment to providing comprehensive and tailored financial solutions to meet the complex needs of its clientele worldwide.

About J.P. Morgan Private Bank

J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, lending, banking, philanthropy, family office management, fiduciary services, special advisory services and more. The Private Bank oversees more than $3.1 trillion in client assets globally (as of 6/30/2025). More information about J.P. Morgan Private Bank is available at privatebank.jpmorgan.com.

SOURCE J.P. Morgan