J.P. Morgan Private Bank has unveiled an ambitious Lifestyle Services platform that blends elite financial stewardship with curated lifestyle management. Delivered through the bank’s newly expanded Global Family Office Practice, the offering connects U.S. clients with a hand-selected network of industry-leading providers and consultants across travel, aviation, healthcare, art, staffing, and more.

The initiative reflects a clear evolution in wealth management. As investment advice becomes more standardized, ultra-high-net-worth families increasingly expect their financial institutions to enrich life beyond the balance sheet. “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 enhances clients’ lives well beyond their portfolios,” says William Sinclair, co-head of the Global Family Office Practice, which he leads alongside Natacha Minniti.

Christopher McCree, Head of Family Office Services & Strategy, highlights the fusion of tradition and innovation: “By combining our 225-year legacy of serving the world’s most sophisticated families with the services of leading lifestyle partners, clients gain the convenience of a cohesive wealth and lifestyle experience.”

Curated Access Across Every Dimension of Luxury Living
Clients enjoy complimentary consultations, preferred rates, and waived fees across a wide spectrum of services:

• Private Aviation – Tailored travel solutions range from jet card programs and fractional ownership to bespoke charters, ensuring seamless and discreet journeys.
• Luxury Travel – Through Valerie Wilson Travel, acquired in 2023, the bank offers insider destination content, exclusive experiences, and personalized itineraries.
• Healthcare Management – A dedicated network coordinates everything from specialist referrals and medical record organization to private insurance navigation, allowing clients to focus on their health while experts manage the details.
• Art & Collectibles – Top global advisors provide cataloging, authentication, conservation, and buying or selling guidance across primary and secondary markets, all handled with absolute confidentiality.
• Staffing Solutions – Recruiting firms specializing in family office and household staffing help place trusted professionals for both executive and personal roles.
• Outsourced CFO Services – Partners offer bill pay, bookkeeping, cash-flow reporting, and investment aggregation to simplify complex financial lives.
• Aggregation & Reporting – Under Michael Grippo, Head of Family Office Aggregation and Reporting, a digital platform powered by Addepar and iCapital delivers a consolidated, transparent view of global portfolios with full-service support.

“Collaborations with these industry leaders empower us to deliver exceptional value through a comprehensive suite of services tailored to our clients’ unique needs,” says Emily Margolis, Head of Lifestyle Services.

A Broader Vision for Global Families
The Lifestyle Services initiative underscores the broader capabilities of J.P. Morgan Private Bank’s Global Family Office Practice, which offers holistic wealth management for individuals, multigenerational families, and large institutional clients. Alongside lifestyle solutions, the practice provides expertise in estate planning, life insurance, and strategic wealth transfer through its Wealth Advisory, Global Investment Opportunities, and Outsourced Chief Investment Officer teams.

With more than $3.1 trillion in client assets under management as of mid-2025, J.P. Morgan Private Bank continues to position itself not only as a trusted financial steward but also as a curator of refined living. Its Lifestyle Services platform delivers a seamless integration of wealth and life management, reflecting the sophisticated expectations of today’s most discerning families.

PRESS RELEASE – J.P. Morgan

Written by Ricky Franklin