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Transferring Wealth

Working with J.P. Morgan specialists and your tax and legal advisors, your Financial Advisor can develop wealth transfer strategies that make sense for you and your heirs. Our goal is to create an effective plan that balances financial and tax considerations with your values and desired legacy.

  • Setting wealth transfer goals — We'll start by helping you clarify your objectives, from deciding how to transfer assets, to determining the best way to fulfill your philanthropic goals.
  • Finding an appropriate solution — Your Financial Advisor will consider a number of tactics, including freezing the value of your assets, discounting their taxable value or transferring future appreciation to beneficiaries. Similarly, we will show you how to leverage your gifting, through the use of family partnerships or by using discounted assets, to achieve your goals.

To help you answer those questions, J.P. Morgan Securities helps you to focus on your goals and objectives.

Tax goals may include
  • Transfer of wealth to descendants without current payment of gift tax
  • Minimization of estate and generation-skipping transfer (GST) tax
  • Minimization of income tax liability
  • Tax-efficient diversification of highly appreciated assets
  Non-tax goals may include
  • Creditor protection strategies
  • Restricted / control stock planning
  • Fulfillment of charitable goals
  • Retirement strategies
  • Not giving children or grandchildren too much wealth too soon


Learn more about our firm and investment professionals through FINRA BrokerCheck.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. 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 through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC.

Annuities 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.

Investment and Insurance Products are: Not FDIC insured • Not insured by an 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


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