Un partenariat avec lequel vous pouvez évoluer
Forte d’un réseau mondial de professionnels ayant une longue expérience, l’équipe Trusts & Estates de la Banque Privée est particulièrement bien placée pour répondre aux besoins fiduciaires de vos clients. De la gestion d’un portefeuille de titres à l’administration d’actifs complexes, vous bénéficierez d’une fiabilité inégalée et des ressources nécessaires pour répondre à tous vos besoins. Nous travaillons avec un seul objectif en tête : aider à donner vie à l’héritage de vos clients.
En tant que conseiller auprès des familles fortunées, vous apprécierez un partenaire qui possède l’expertise et l’expérience nécessaires pour répondre aux besoins variés et multigénérationnels de vos clients. En d’autres termes, un partenaire qui comprend la vision que vous avez de votre entreprise et qui offre le même niveau d’attention et de précision que vous.
Adam Clark:
Hi, I’m Adam Clark, Global Head of the Trusts & 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. 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 those extensive capabilities with you.
Our team includes more than 400 trust and estate professionals worldwide. It’s a team built with a rich diversity of financial professionals, with over a half being women and nearly a third having ethnic backgrounds. Among us, we hold 37 unique licenses and speak 17 unique languages. Diversity is a cornerstone of our company and our 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. Our Trusts & Estates team and Wealth Advisors regularly partner with clients’ counsel to implement tax-efficient, effective and creative wealth planning solutions.
We also provide complex fiduciary services for a wide variety of specialty assets in trusts and estates. And often, we service private foundations and charitable trusts with non-profit management and grant making to ensure your client’s charitable intent is fulfilled.
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.
If you have any questions about how we can help you or your clients, please don’t hesitate to contact us.
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
Héritage et portée
Avec un héritage de près de 200 ans et une équipe internationale de plus de 400 professionnels, nous savons gérer la complexité et investissons pour le futur, en nous appuyant sur des innovations technologiques et une expansion géographique.
This chart includes a breakdown of our Trusts & Estates team by the numbers. We have almost $240 billion in trust and estate assets, 29 locations across the U.S., Singapore and The Bahamas, almost 200 years of experience in the trust industry and over 20 years of average experience per trust and estate officer. This data is approximated and as of March 2023.
En tant que fiduciaire ou exécuteur testamentaire, nos responsabilités comprennent la conformité des investissements aux objectifs fiduciaires, l’interprétation des conditions fiduciaires, les distributions, la communication avec les bénéficiaires, la préparation des déclarations fiscales et la tenue des registres.
Comment nous pouvons travailler avec vous et vos clients
- Fiduciaire ou exécuteur testamentaire : Nous sommes seuls responsables des investissements ou des distributions
- Co-fiduciaire ou exécuteur testamentaire : nous partageons la responsabilité des investissements et des distributions avec une ou plusieurs personnes
- Administrateur délégué : Une personne ou un tiers est désigné pour contrôler les investissements et les distributions. Nous agissons généralement en tant qu’administrateur délégué au Delaware
- Agent du fiduciaire, de l’exécuteur testamentaire ou de la fondation : Nous sommes engagés pour assumer des responsabilités spécifiques
En novembre 2022.
La valeur de l’expérience
Si vous avez des clients possédant des actifs non traditionnels, nous les aiderons grâce à nos dizaines d’années d’expérience en matière de gestion fiduciaire complexe et à l’une des plus grandes équipes au monde. Nous comprenons les défis opérationnels quotidiens des différents types d’actifs et pouvons offrir à votre client des conseils stratégiques et des solutions permettant d’économiser du temps et de l’argent. Vous trouverez ci-dessous quelques exemples de nos missions.
Exemples de missions sur les actifs spécialisés
Immobilier
Gestion de près de 700 propriétés évaluées à environ 1 milliard de dollars
Actifs miniers
Gestion de plus de 80 000 actifs miniers à travers les États-Unis
Entreprises privées
Gestion de plus de 5 milliards de dollars investis dans près de 800 actifs privés
Gestion de fondations privées et subventions
Soutien à plus de 400 fondations familiales et gestion de près de 10 000 demandes de subventions par an
En mars 2023.
Vous avez peut-être des clients dont les actifs et les familles sont situés dans différentes juridictions. Notre groupe diversifié de professionnels est réparti dans le monde entier, et notre équipe parle 17 langues différentes. Nous collaborerons avec vous et votre client pour adapter les stratégies à son pays d’origine ou pour élaborer des solutions multi-juridictionnelles qui tiennent compte de l’exposition mondiale de son portefeuille. En tant qu’équipe internationale au service de clients dans plus de 90 pays, nous sommes prêts à aider votre client à atteindre ses objectifs grâce à des sociétés fiduciaires situées dans le Delaware, aux Bahamas ou à Singapour.
Notre équipe dirigeante
Adam Clark
Responsable mondial Trusts & Estates
Martin Pollock
Responsable des services fiduciaires internationaux et de la Singapore Trust Company
Rien ne garantit que les professionnels actuellement employés par J.P. Morgan continueront à l’être, ni que les performances ou les réussites passées de l’un d’entre eux serviront d’indicateur de ses performances ou de ses réussites futures.
Accéder à notre base de documents J.P. Morgan Trusts & Estates
Notre objectif est de rendre le processus de gestion des fiducies et des successions aussi simple que possible aussi bien pour vous que pour vos clients. Téléchargez notre base de documents pour accéder aux dispositions à prendre en compte lorsque vous travaillez avec vos clients pour désigner J.P. Morgan en tant que fiduciaire ou exécuteur testamentaire. Des listes de points de vérification supplémentaires sont également disponibles pour vous fournir certaines des informations de base dont nous avons besoin sur vous et votre client pour accepter les nominations de fiduciaires ou d’exécuteurs testamentaires.
