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V E T E R A N A N D M I L I TA RY FA M I LY S E RV I C ES O F F I CE EDUCATIONAL BENEFIT FORM Please complete Part 1 if you are new to the University of Rochester. Returning students may skip to Part
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Gather all relevant financial documents including statements of assets and liabilities
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Schedule a meeting with JP Morgan's family office services team to discuss your financial goals and needs
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Work with the team to develop a customized wealth management plan tailored to your specific situation
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Review and sign all necessary paperwork to officially establish the family office services relationship with JP Morgan

Who needs family office servicesjp morgan?

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High-net-worth individuals and families looking for comprehensive wealth management services
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Clients interested in accessing JP Morgan's network of experts and resources to maximize their financial success
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Family office services at JP Morgan provide comprehensive wealth management solutions tailored for ultra-high-net-worth individuals and their families. These services include investment management, estate planning, tax optimization, and philanthropic advisory.
Typically, families or individuals with substantial wealth who use family office services are required to file, especially if they have complex financial structures or investment vehicles.
Filling out family office services at JP Morgan involves providing detailed personal and financial information to facilitate custom services. Clients work directly with their advisors to ensure all necessary documentation and forms are accurately completed.
The purpose of family office services at JP Morgan is to help families manage and grow their wealth, ensuring financial security and facilitating the transfer of wealth across generations, while providing tailored advice and solutions.
Reported information generally includes personal identification details, financial statements, investment objectives, risk tolerance, and any relevant tax information.
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