Originally Posted by Milwaukee

jdsva it seems to depend on the group you are working with. When I was based in NYC the team there was fantastic. The bankers in training, who have 2-3 years of experience, were particularly helpful once given instructions and trained a bit.

I could have kept this team (I think?), but now am bouncing around a bit more in the US and switched to a Chicago banker. There are parts of these processes that seem somewhat standardized and those are easy to have sorted (like bill pay, organizing a variety of different things with houses, etc.) but something like negotiating a car price you would probably still be best positioned to close that effectively. The biggest uplift would be in getting all of the stuff done before and after. For what it is worth I completely understand your perspective on costs and attention to detail

There seems to be no free AND fully thought-through lunch: quotes for a dedicated PA (who would presumably be hyper focused) were very expensive, a true family office is expensive, and JPM's services are not perfect. But all the same, it may be worth a shot for a few annoying things. After all, you are a client, and worst case just don't use them as it was free.