可與您共同成長的合作夥伴
私人銀行的信託及遺產規劃團隊由資深專業人士組成，廣泛的全球網絡、優良的往績表現和獨一無二的優勢，可助您成功滿足客戶的信託需求。從管理有價證券投資組合到管理複雜的、特殊資產，我們將為您提供無與倫比的可靠性和資源來完成這一切。我們始終專注於一個目標：助力您的客戶基業長青，永續傳承。
作為一名為富裕家族提供顧問服務的專業人員，您可能希望與具有深度和經驗的合作夥伴共同協作，以滿足您客戶多樣化和多代人的需求——這樣的合作夥伴能理解您對業務的願景，並提供與您所需的同等個性化關注和細節。
Adam Clark：
大家好，我是摩根大通私人銀行信託及遺產規劃業務的全球主管Adam Clark。摩根大通私人銀行提供範圍廣泛的信託與遺產規劃服務。我們從事該業務已近200年，積累了豐富的經驗並建立了廣泛的業務網絡，我們很榮幸能夠將其與您分享。
我們的團隊包括全球400多名信託與遺產規劃專業人士。團隊由多元化的金融專業人士組成，其中一半以上是女性，近三分之一擁有少數族裔背景。我們持有37項獨特的許可證並使用17種獨特的語言。多元化是我們公司和我們文化的基石，能夠幫助我們為全球各地豐富多樣的客戶提供支持。
作為國際知名的企業受託人，我們有責任建立高效的風險控制框架，以滿足監管要求，並確保我們能夠保護您客戶的資產。我們的信託與遺產規劃團隊以及財富顧問定期與客戶的法律顧問合作，以實施可節稅、高效和創新的財富規劃解決方案。
我們還為信託與遺產規劃中各種特殊資產提供複雜的信託服務。我們通常會為私人基金會和慈善信託提供非營利管理和公益資助，確保您客戶的慈善目的得到實現。
作為私人銀行的一部分，我們提供專業而完善的服務，確保滿足我們客戶和合作夥伴的需求。
歡迎您瀏覽以下頁面，詳細了解我們的產品體系以及我們如何成為您值得信賴的合作夥伴。
如果您對我們可以如何幫助您或您的客戶有任何疑問，請隨時與我們聯繫。
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
傳承與覆蓋範圍
我們深耕行業約200年，擁有由400多位專業人員組成的全球團隊和應對複雜環境的豐富經驗，並且我們正在通過技術創新和地域擴張投資於未來藍圖。
作為受託人或執行人，我們的職責包括根據信託目標進行投資、解釋信託條款、進行分派、與受益人溝通、協助報稅和保存記錄。
我們如何與您和您的客戶合作
- 受託人／執行人：我們全權負責投資或分派
- 共同受託人／執行人：與一個或多個人共同承擔投資和分派的責任
- 定向受託人：指定個人或第三方控制投資和分派。我們通常擔任特拉華州定向受託人
- 受託人／執行人／基金會的代理人：我們致力於承擔特定的責任
截至2022年11月。
查看摩根大通信託及遺產表格手冊
我們的目標是使您和您的客戶的信託及遺產處理流程盡可能簡單。下載表格手冊，以了解在您與客戶合作以指定摩根大通為受託人或遺囑執行人時應考慮的條款。我們還提供額外的引導清單，以讓您提供我們接受受託人或執行人任命所需的有關您和您的客戶的部分核心資訊。
經驗的價值
如果您的客戶擁有非傳統資產，我們將利用我們數十年複雜的信託經驗和全球最大的團隊之一為他們提供支持。我們了解各種資產類型的日常營運挑戰，可為您的客戶提供策略性建議以及節省時間和成本的建議。有關我們工作的部分示例，請參閱下文。
我們專業資產工作示例
房地產
管理價值約10億美元的近700處物業
礦產資產
管理全美超過80,000項礦產資產
私人企業
管理近800項私人持有的投資，價值超過50億美元
私人基金會和捐贈管理
每年支持400多個家族基金會並管理10,000筆捐贈申請
截至2022年11月。
查看摩根大通信託及遺產表格手冊
我們的目標是使您和您的客戶的信託及遺產處理流程盡可能簡單。下載表格手冊，以了解在您與客戶合作以指定摩根大通為受託人或遺囑執行人時應考慮的條款。 我們還提供額外的引導清單，以讓您提供我們接受受託人或執行人任命所需的有關您和您的客戶的部分核心資訊。
您的客戶可能擁有跨國資產和家族成員。我們多元化的專屬專業人員團隊遍布全球，團隊成員可使用17種不同的語言。我們將與您和您的客戶合作，根據其原籍國量身定制戰略，或在考慮其投資組合全球影響力的情況下，制定覆蓋多個司法管轄區的解決方案。作為為90多個不同國家的受益人提供服務的全球團隊，我們隨時準備好幫助您的客戶，通過位於特拉華州、巴哈馬和新加坡的信託公司實現他們的目標。
我們的領導團隊
Adam Clark
信託及遺產規劃部全球主管
Martin Pollock
國際信託服務和新加坡信託公司主管
不保證這些專業人士任何一位或全部將會繼續留任該公司，且任何由該等人士所提供的專業服務的過去表現或成功也不代表該團隊未來的表現或成功。
查看摩根大通信託及遺產表格手冊
我們的目標是使您和您的客戶的信託及遺產處理流程盡可能簡單。下載表格手冊，以了解在您與客戶合作以指定摩根大通為受託人或遺囑執行人時應考慮的條款。 我們還提供額外的引導清單，以讓您提供我們接受受託人或執行人任命所需的有關您和您的客戶的部分核心資訊。
讓客戶基業長青，永續傳承
我們的協作方法始於了解您客戶的目標並確保遵循他們的願景。我們將這些優先事項與您分享，並致力於提供卓越的體驗。基於這些原因，我們堅信我們可以一起取得成功。即使是最完美的起草計劃，其有效性也取決於其執行情況。贏得您的信任是一個基本目標。
擴展網絡
通過與客戶和行業翹楚相互聯繫，客戶對我們服務的滿意度將會增加——推薦也會增加
行業洞察
您和您的客戶將獲得摩根大通私人銀行的全球能力，例如我們的思想領導力、市場前景和方案。
傳播與教育
我們與客戶一起合作，促進與家族成員就一些比較敏感的題目進行溝通，並引導他們了解適用的選擇。
卓越的活動
讓我們一同攜手舉辦各種活動，與客戶和潛在客戶交流，分享我們的市場觀點和價值主張。
創新、遠見、誠信
毋庸置疑，您的客戶需要專業的顧問，不僅具有紮實基礎以及對未來發展富有遠見。我們的服務不僅限於客戶的近期需求，而且還服務於客戶的未來幾代人。為此，我們正在投資人工智能、數碼客戶平台和增強型特點識別等技術，以創造更好的客戶體驗。諸如此類創新也提升我們工作的效率和一致性，創造出與家族更深入接觸的機會。
近期活動和參與：
- Kathleen Kinne、Brandon Ross、Todd Flubacher先生向大華盛頓信託及遺產規劃律師介紹了特拉華州信託法更新和新興趨勢
- 達拉斯信託及遺產規劃團隊和財富顧問為專業顧問舉辦開放日活動，讓他們參加在達拉斯新辦事處舉行的雞尾酒會並了解團隊
- Regan Bohnert（信託主管）和辛辛那提摩根大通私人銀行團隊於2022年5月20日為Coolidge Wall律師事務所舉辦午餐會，共有15名律師事務所成員出席
- Megan Snyder和Regan Bohnert（信託主管）於2022年9月在沃辛頓（俄亥俄州）遺產規劃委員會主持了一場「信託的特殊資產」研討會，來自摩根大通信託及遺產規劃部特殊資產管理團隊的Jeff Milligan和Mike Redin作為特邀嘉賓參與該活動
- Bruce Glor（信託主管）代表摩根大通參與於2022年10月20日在印第安納波利斯舉辦的救世軍紅盾研討會、年度遺產和慈善規劃，有90名與會者，包括信託及遺產律師、註冊會計師(CPA)、註冊理財規劃師(CFP)、持牌財務顧問和信託主管
- 為沃思堡的律師舉辦了一場午餐會，主題為「無限及超越——從公司受託人的角度管理信託」
- Julie Golden（信託主管）與Woodruff Sawyer合作舉辦了兩次信託責任圓桌會議。圓桌討論的重點是：「誰在與個人受託人討論他們的角色、責任和義務？」、「如何呈現各種角色——受託人、信託保護人、投資顧問？」、「個人受託人應該向誰諮詢建議以及誰為此付費？」
- 在丹佛舉辦季度女性專業顧問社交活動
- Kelly Perez（財富顧問）在亞利桑那州鳳凰城和聖母大學稅務和遺產規劃研究所為Valley遺產規劃師協會(Valley Estate Planners)介紹了「在利率上升環境中的評估遺產規劃技術」
查看摩根大通信託及遺產表格手冊
我們的目標是使您和您的客戶的信託及遺產處理流程盡可能簡單。下載表格手冊，以了解在您與客戶合作以指定摩根大通為受託人或遺囑執行人時應考慮的條款。 我們還提供額外的引導清單，以讓您提供我們接受受託人或執行人任命所需的有關您和您的客戶的部分核心資訊。
