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Family Office 2024 GLOBAL FAMILY OFFICE REPORT
Download the Report
Download the Report
J.P. Morgan Private Bank’s report reveals the challenges family offices around the globe face today. Grappling with complexities, many look for ways to become more effective, nimble and adaptable.
190
single family office clients surveyed globally
$1.4B
average net worth of the families surveyed
48
geographies around the world represented
Our participants responded to questions across a wide range of topics: from size and functions to investment management and governance, to costs and staffing needs.
Source: 2024 J.P. Morgan Private Bank Family Office Report
Asset allocation trends
The average portfolio targets a return of about 11%, and maintains a 45% allocation to alternative investments, including private equity, real estate, venture capital and hedge funds.
Read more about investments
Operating costs
Our respondents report spending an average of $3.2 million annually to run their family offices, with recruiting and retaining talent a primary focus.
Read more on costs and talent
Rising generations
Succession planning, family governance and preparing the rising generation are priorities for family offices. But many are falling behind in tackling these difficult, yet unavoidable, issues. Why?
Read more on governance
J.P. Morgan Private Bank offers a range of family office solutions shaped around your needs and goals.
CONTACTUS
Working together to serve you and your family office
We know family offices come in all shapes and sizes, and their needs can vary greatly. Our dedicated team offers personalized resources and advice across key areas of importance for many family offices: cybersecurity and risk management, investments, and family governance and succession planning.
Please tell us about yourself, and our team will contact you.Contact us to discuss how we can help you experience the full possibility of your wealth.
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Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
Important Information
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments involve greater risks than traditional investments and should not be deemed a complete investment program. They are generally not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain. The value of the investment may fall as well as rise and investors may get back less than they invested.
© 2024 JPMorgan Chase & Co. All rights reserved.
LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please reviewour J.P. Morgan Securities LLC Form CRS andGuide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A.and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered throughJ.P. Morgan Securities LLC("JPMS"), a member ofFINRAandSIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Please read theLegal Disclaimerfor key important J.P. Morgan Private Bank information in conjunction with these pages.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.Not a commitment to lend. All extensions of credit are subject to credit approval.
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