可与您共同成长的合作伙伴
私人银行的信托及遗产规划团队由资深专业人士组成，广泛的全球网络、优良的往绩表现和独一无二的优势，可助您成功满足客户的信托需求。从管理有价证券投资组合到管理复杂的、特殊资产，我们将为您提供无与伦比的可靠性和资源来完成这一切。我们始终专注于一个目标：助力您的客户基业长青，永续传承。
作为一名为富裕家族提供顾问服务的专业人员，您可能希望与具有深度和经验的合作伙伴共同协作，以满足您客户多样化和多代人的需求——这样的合作伙伴能理解您对业务的愿景，并提供与您所需的同等个性化关注和细节。
Adam Clark：
大家好，我是摩根大通私人银行信托及遗产规划业务的全球主管Adam Clark。摩根大通私人银行提供范围广泛的信托与遗产规划服务。我们从事该业务已近200年，积累了丰富的经验并建立了广泛的业务网络，我们很荣幸能够将其与您分享。
我们的团队包括全球400多名信托与遗产规划专业人士。团队由多元化的金融专业人士组成，其中一半以上是女性，近三分之一拥有少数族裔背景。我们持有37项独特的许可证并使用17种独特的语言。多元化是我们公司和我们文化的基石，能够帮助我们为全球各地丰富多样的客户提供支持。
作为国际知名的企业受托人，我们有责任建立高效的风险控制框架，以满足监管要求，并确保我们能够保护您客户的资产。我们的信托与遗产规划团队以及财富顾问定期与客户的法律顾问合作，以实施可节税、高效和创新的财富规划解决方案。
我们还为信托与遗产规划中各种特殊资产提供复杂的信托服务。我们通常会为私人基金会和慈善信托提供非营利管理和公益资助，确保您客户的慈善目的得到实现。
作为私人银行的一部分，我们提供专业而完善的服务，确保满足我们客户和合作伙伴的需求。
欢迎您浏览以下页面，详细了解我们的产品体系以及我们如何成为您值得信赖的合作伙伴。
如果您对我们可以如何帮助您或您的客户有任何疑问，请随时与我们联系。
Legal disclosures: Investment and insurance products are:
- Not a deposit;
- Not FDIC insured;
- Not insured by any federal government agency;
- No bank guarantee;
- May lose value.
On screen: J.P. Morgan Private Bank.
Text on screen: Opening title: Trusts and Estates
On screen: As this video begins, a man with short dark hair speaks to us.
Text on screen: Adam Clark. Global Head of Trusts and Estates.
Adam Clark: Hi, I’m Adam Clark, Global Head of the Trusts and Estates business at J.P. Morgan’s Private Bank. At J.P. Morgan Private Bank, we offer a wide range of trust and estate services.
Text on screen: Services...
- U.S. Trust Services;
- U.S. Estate Services;
- International Trust Services;
- Delaware Trust Services;
- Specialty Asset Management;
- (and) Philanthropy and Grants Management
Adam Clark: We’ve learned a lot over the almost 200 years that we’ve been in the business, and we’re proud to share some of the most extensive capabilities with you.
Text on screen: Best Private Bank in the World. Global Finance.
Adam Clark: Our team includes more than 400 trust and estate professionals worldwide.
On screen: A world map appears, highlighting locations in:
- Delaware;
- The Bahamas;
- and Singapore.
Adam Clark: It’s a team built with a rich diversity of financial professionals, with more than a half being women and nearly a third having ethnic backgrounds. Among those, we hold 37 unique licenses and speak 17 unique languages.
Text on screen: (Statistics) as of May 2020.
Adam Clark: Diversity is a cornerstone of our company and culture, and it helps us to support a rich diversity of clients around the world. As an internationally respected corporate fiduciary, it’s our responsibility to place effective risk control frameworks in place, to meet regulatory requirements, and to ensure we’re safeguarding your clients’ assets.
On screen: A montage shows a diverse team of smiling J. P. Morgan Wealth Advisors.
Adam Clark: Our Trusts and Estates Team and Wealth Advisors regularly partner with clients’ counsel to implement tax-efficient, effective and creative wealth planning solutions.
On screen: Video clips show business professionals reviewing financial data in a conference room.
Adam Clark: We also provide complex fiduciary services for a wide variety of specialty assets and trusts and estates.
Text on screen: Specialty Assets...
- Real Estate
- Private Business
- (and) Mineral Assets
Adam Clark: And often, we service private foundations and charitable trusts with nonprofit management and grant making to ensure your clients’ charitable intent is fulfilled.
Text on screen: We distribute over $170mm to nonprofits. We oversee almost 10,000 grant requests annually.
Adam Clark: As part of a Private Bank, we offer unparalleled service to ensure that our clients’ and partners’ needs are met. I invite you to explore the following pages, where you can learn more about our comprehensive offering and how we can be a trusted partner to you.
On screen: A laptop computer displays a J.P. Morgan Private Bank website, with a page labeled: "A partnership you can grow with." The website also offers information about the Private Bank's:
- Specialty services;
- International team;
- (and) Resources.
Adam Clark: If you have any questions about how we can help you or your clients, please don’t hesitate to contact us.
On screen: A logo: J.P.Morgan Private Bank.
Legal disclosures:
IMPORTANT INFORMATION
J.P. Morgan is committed to making our products and services accessible to meet the financial services needs of all our clients. Please direct any accessibility issues to your J.P. Morgan team.
This material is for information purposes only, and may inform you of certain products and services offered by J.P. Morgan’s wealth management businesses, part of JPMorgan Chase & Co. (“JPM”). Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. Please read all Important Information.
GENERAL RISKS & CONSIDERATIONS
Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g., equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan team.
NON-RELIANCE
Certain information contained in this material is believed to be reliable; however, JPM does not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams or commentary in this material, which are provided for illustration/reference purposes only. The views, opinions, estimates and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in the event that such information changes. Views, opinions, estimates and strategies expressed herein may differ from those expressed by other areas of JPM, views expressed for other purposes or in other contexts, and this material should not be regarded as a research report. Any projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events.
Nothing in this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation or advice (whether financial, accounting, legal, tax or other) given by J.P. Morgan and/or its officers or employees, irrespective of whether or not such communication was given at your request.
J.P. Morgan and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transactions.
LEGAL ENTITY, BRAND & REGULATORY INFORMATION
In the United States, bank deposit accounts and related services, such as checking, savings and bank lending, are offered by JPMorgan Chase Bank, N.A. Member FDIC.
JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed investment 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 JPM. Products not available in all states.
References to “J.P. Morgan” are to JPM, its subsidiaries and affiliates worldwide. “J.P. Morgan Private Bank” is the brand name for the private banking business conducted by JPM. This material is intended for your personal use and should not be circulated to or used by any other person, or duplicated for non-personal use, without our permission. If you have any questions or no longer wish to receive these communications, please contact your J.P. Morgan team.
© 2020 JPMorgan Chase & Co. All rights reserved.
END
传承与覆盖范围
我们深耕行业约200年，拥有由400多位专业人员组成的全球团队和应对复杂环境的丰富经验，并且我们正在通过技术创新和地域扩张投资于未来蓝图。
作为受托人或执行人，我们的职责包括根据信托目标进行投资、解释信托条款、进行分派、与受益人沟通、协助报税和保存记录。
我们如何与您和您的客户合作
- 受托人／执行人：我们全权负责投资或分派
- 共同受托人／执行人：与一个或多个人共同承担投资和分派的责任
- 定向受托人：指定个人或第三方控制投资和分派。我们通常担任特拉华州定向受托人
- 受托人／执行人／基金会的代理人：我们致力于承担特定的责任
截至2022年11月
查看摩根大通信托及遗产表格手册
我们的目标是使您和您的客户的信托及遗产处理流程尽可能简单。下载表格手册，以了解在您与客户合作以指定摩根大通为受托人或遗嘱执行人时应考虑的条款。我们还提供额外的引导清单，以让您提供我们接受受托人或执行人任命所需的有关您和您的客户的部分核心信息。
经验的价值
如果您的客户拥有非传统资产，我们将利用我们数十年复杂的信托经验和全球最大的团队之一为他们提供支持。我们了解各种资产类型的日常运营挑战，可为您的客户提供策略性建议以及节省时间和成本的建议。有关我们工作的部分示例，请参阅下文。
我们专业资产工作示例
房地产
管理价值约10亿美元的近700处物业
矿产资产
管理全美超过80,000项矿产资产
私人企业
管理近800项私人持有的投资，价值超过50亿美元
私人基金会和捐赠管理
每年支持400多个家族基金会并监管理10,000笔捐赠申请
截至2022年11月。
查看摩根大通信托及遗产表格手册
我们的目标是使您和您的客户的信托及遗产处理流程尽可能简单。下载表格手册，以了解在您与客户合作以指定摩根大通为受托人或遗嘱执行人时应考虑的条款。我们还提供额外的引导清单，以让您提供我们接受受托人或执行人任命所需的有关您和您的客户的部分核心信息。
您的客户可能拥有跨国资产和家族成员。我们多元化的专属专业人员团队遍布全球，团队成员可使用17种不同的语言。我们将与您和您的客户合作，根据其原籍国量身定制战略，或在考虑其投资组合全球影响力的情况下，制定覆盖多个司法管辖区的解决方案。作为为90多个不同国家的受益人提供服务的全球团队，我们随时准备好帮助您的客户，通过位于特拉华州、巴哈马和新加坡的信托公司实现他们的目标。
我们的领导团队
Adam Clark
信托及遗产规划部全球主管
Martin Pollock
国际信托服务和新加坡信托公司主管
不保证这些专业人士任何一位或全部将会继续留任该公司，且任何由该等人士所提供的专业服务的过去表现或成功也不代表该团队未来的表现或成功。
查看摩根大通信托及遗产表格手册
我们的目标是使您和您的客户的信托及遗产处理流程尽可能简单。下载表格手册，以了解在您与客户合作以指定摩根大通为受托人或遗嘱执行人时应考虑的条款。我们还提供额外的引导清单，以让您提供我们接受受托人或执行人任命所需的有关您和您的客户的部分核心信息。
让客户基业长青，永续传承
我们的协作方法始于了解您客户的目标并确保遵循他们的愿景。我们将这些优先事项与您分享，并致力于提供卓越的体验。基于这些原因，我们坚信我们可以一起取得成功。即使是最完美的起草计划，其有效性也取决于其执行情况。赢得您的信任是一个基本目标。
扩展网络
通过与客户和行业翘楚相互联系，客户对我们服务的满意度将会增加——推荐也会增加
行业洞察
您和您的客户将获得摩根大通私人银行的全球能力，例如我们的思想领导力、市场前景和方案。
传播与教育
我们与客户一起合作，促进与家族成员就一些比较敏感的题目进行沟通，并引导他们了解适用的选择。
卓越的活动
让我们一同携手举办各种活动，与客户和潜在客户交流，分享我们的市场观点和价值主张。
创新、远见、诚信
毋庸置疑，您的客户需要专业的顾问，不仅具有扎实基础以及对未来发展富有远见。我们的服务不仅限于客户的近期需求，而且还服务于客户的未来几代人。为此，我们正在投资人工智能、数字客户平台和增强型特点识别等技术，以创造更好的客户体验。诸如此类创新也提升我们工作的效率和一致性，创造出与家族更深入接触的机会。
近期活动和参与：
- Kathleen Kinne、Brandon Ross、Todd Flubacher先生向大华盛顿信托及遗产规划律师介绍了特拉华州信托法更新和新兴趋势
- 达拉斯信托及遗产规划团队和财富顾问为专业顾问举办开放日活动，让他们参加在达拉斯新办事处举行的鸡尾酒会并了解团队
- Regan Bohnert（信托主管）和辛辛那提摩根大通私人银行团队于2022年5月20日为Coolidge Wall律师事务所举办午餐会，共有15名律师事务所成员出席
- Megan Snyder和Regan Bohnert（信托主管）于2022年9月在沃辛顿（俄亥俄州）遗产规划委员会主持了一场「信托的特殊资产」研讨会，来自摩根大通信托及遗产规划部特殊资产管理团队的Jeff Milligan和Mike Redin作为特邀嘉宾参与该活动
- Bruce Glor（信托主管）代表摩根大通参与于2022年10月20日在印第安纳波利斯举办的救世军红盾研讨会、年度遗产和慈善规划，有90名与会者，包括信托及遗产律师、注册会计师(CPA)、注册理财规划师(CFP)、持牌财务顾问和信托主管
- 为沃思堡的律师举办了一场午餐会，主题为「无限及超越——从公司受托人的角度管理信托」
- Julie Golden（信托主管）与Woodruff Sawyer合作举办了两次信托责任圆桌会议。圆桌讨论的重点是：「谁在与个人受托人讨论他们的角色、责任和义务？」、「如何呈现各种角色——受托人、信托保护人、投资顾问？」、「个人受托人应该向谁咨询建议以及谁为此付费？」
- 在丹佛举办季度女性专业顾问社交活动
- Kelly Perez（财富顾问）在亚利桑那州凤凰城和圣母大学税务和遗产规划研究所为Valley遗产规划师协会(Valley Estate Planners)介绍了「在利率上升环境中的评估遗产规划技术」
查看摩根大通信托及遗产表格手册
我们的目标是使您和您的客户的信托及遗产处理流程尽可能简单。下载表格手册，以了解在您与客户合作以指定摩根大通为受托人或遗嘱执行人时应考虑的条款。我们还提供额外的引导清单，以让您提供我们接受受托人或执行人任命所需的有关您和您的客户的部分核心信息。
