Trade execution and portfolio management
We’re compatible with third-party registered investment advisors and sophisticated investors working with external parties, giving you the option to execute trades externally via a third-party broker or inhouse
through J.P. Morgan’s qualified investors.
We provide the safekeeping of domestic and foreign securities, provide asset servicing such as digital corporate action election and proxy voting and trade settlements.
Global custodial platform
We’ll provide consolidated reporting of your global assets and ensure consistent, streamlined internal
processes—with the aim of making the administration of each asset class more efficient.
Providing you with monthly, quarterly or ad hoc performance reporting can help inform strategies to achieve your goals.
We can maintain records all off transactions, including corporate actions, through single and dual ledger accounting.
General ledger accounting
With dedicated Cybersecurity and Fraud Prevention teams and a fortress balance sheet, you can feel
confident knowing that your family office is backed by the financial strength and security of J.P. Morgan.
Safety and security
We can store and provide online access to up to seven years of tax records for your convenience.
Tax documentation center