J.P. Morgan Private Bank releases inaugural report on global family offices
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월요일, 4월 29, 2024
NEW YORK, April 29, 2024 /PRNewswire/ -- J.P. Morgan Private Bank today unveiled its Global Family Office Report, offering insights into how the firm's family office clients worldwide manage investments, governance, succession planning, and family office operations. The report, based on a survey of family office principals and professionals, provides a quantitative perspective on global family office practices.
Key Points:
- The report, based on a survey of family office principals and professionals, provides a quantitative perspective on global family office practices.
- "J.P. Morgan has been working with family offices for more than 200 years, starting close to home with the creation of one of the first family offices, the House of Morgan, established in 1838," said David Frame , Chief Executive Officer, J.P. Morgan U.S.
- "By surveying our clients, this inaugural report offers a valuable benchmarking tool for family offices to understand how their peers are addressing challenges they may face today, or in the future."
- Andrew L. Cohen , Executive Chairman of J.P. Morgan Global Private Bank, added, "as we have done for many years, J.P. Morgan will continue to be a source of strategic insight and advice for global families for decades to come."