Emily Margolis is the Head of Lifestyle Services within the Family Office Practice at J.P. Morgan Private Bank. In her role, Emily leads the Lifestyle Services program, offering clients access to a carefully curated selection of premium services designed to elevate their lifestyle and support their unique aspirations. She provides guidance to clients and bankers on the family office landscape, with a focus on the nuances of family office services.

The Family Office Practice focuses on how J.P. Morgan Private Bank can best serve family offices and how the bank can deliver family-office-quality solutions and advice to clients that need them. These solutions include public and private investments, trust and estate planning, banking and custodial services, specialty and traditional lending, and a robust suite of advisory services including cyber security, tax, philanthropy, family governance, family office design and management, insurance, private business advisory and executive compensative advisory. The practice is underpinned by a robust suite of digital banking and reporting capabilities.

Emily joined the Private Bank over five years ago. She spent her first years at the Bank as a Banking Analyst in New York, serving family offices, hedge fund founders and asset managers across the U.S. From there, she supported the U.S. Head of Investments and Advice and helped to steer strategic efforts to enhance the advisor experience and launch the Family Office Practice. Prior to J.P. Morgan, Emily worked in Business Development and Operations at Alphabet Inc. and on the Performing Credit desk at Apollo Global Management LLC.

Originally from outside of Boston, Massachusetts, Emily attended the Newton Country Day School of the Sacred Heart. She is a graduate of Trinity College where she earned a B.A. in Political Science and Classical Studies. She holds FINRA Series 7 and 66 securities licenses.

Emily resides in Manhattan and in her downtime, she enjoys traveling, spending time with friends and family, and exploring new restaurants.