A partnership you can grow with

Backed by a global network of experienced professionals and a proven track record of success, the Trusts & Estates team at the Private Bank is uniquely suited to meet your clients’ fiduciary needs. From managing a portfolio of marketable securities to administering complex specialty assets, expect unmatched reliability and the resources to do it all. We work with one goal in mind: to help bring your clients’ legacies to life.

As a professional who advises wealthy families, you may appreciate a partner who has the depth and experience to address your clients’ diverse and multi-generational needs—one who understands the vision you have for your business and provides the same level of personalized attention and detail that you do.

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.

END

Legacy and reach

With a legacy that spans nearly 200 years and a global team of over 430 professionals,¹ we’re accustomed to the complex, and we’re investing in the future with technological innovation and geographic expansion.

Here’s a look at our practice by the numbers¹:

Oversee nearly $200 billion in trust assets worldwide and over $4 billion in estate assets
Average of 20 years of experience per trust and estate officer
More than 260 trust accounts serviced over 75 years
Delaware Trust Company includes over $80 billion in assets under supervision

As trustee or executor, our responsibilities include investments in accordance with trust objectives, interpretation of trust terms, making distributions, communicating with beneficiaries, preparing taxes and keeping records.

How we can work with you and your clients

Trustee/Executor: We have sole responsibility for investments or distributions
Co-Trustee/Executor: Share responsibility for investments and distributions with one or more individuals
Directed Trustee: Individual or third party is appointed to control investments and distributions. We typically serve as Delaware directed trustee
Agent for Trustee/Executor/Foundation: We are engaged to take on select responsibilities

¹ As of May 2020.

If your clients have nontraditional assets, we will support you with our decades of complex fiduciary experience and one of the world's largest teams.

Real Estate

Manage 940 properties

Since 2003, managed a portfolio of 16 multi-family buildings in Queens, NY with 1,400+ units, valued at $300M+, held in either LLC or S-Corps, whereby we secured a $142M loan to provide for GST tax due to the ownership trusts.

Mineral Assets

Across the United States, manage 90,000 holdings

Manage 90,000 holdings across the United States. Negotiated competitive lease terms for client holding oil and gas acreage, leading to a final transaction value per acre in excess of six times the initial offer.

Private Business

Manage $6.1bn in 900 privately held investments

Served as director for a large, third-generation multi-national manufacturing corporation, which J.P. Morgan has been active in all aspects of the business for over 20 years, and attending board meetings for the last 15 years.

Private foundations and grants management

Support over 400 family foundations; annually oversee 10,000 grant requests

Served as intermediary investment management and philanthropy support while client's $1BN private family foundation was being established; worked alongside foundation staff to ensure a successful transition.

We service clients in the United States and abroad, with trust companies located in Delaware, The Bahamas and Singapore.

Bringing legacies to life

Our collaborative approach begins with understanding your clients’ goals and ensuring their intentions are followed. We know we share these priorities with you—along with a deep commitment to providing an exceptional experience. For these reasons, we are confident that we can build on our successes together. Even the most perfectly drafted plan is only as effective as its execution. Earning your trust is an essential objective.

Expanded networks

Through mutual connections with clients and influencers, satisfaction with our service will grow—as will referrals

Industry insights

You and your clients will have access to J.P. Morgan Private Bank’s global capabilities, such as our thought leadership, market outlooks and ideas.

Communication and education

Together, we work with clients to facilitate sensitive conversations with family members and educate them on the options available.

Distinguished events

Let’s work together to develop events to engage with clients and prospects, sharing our market views and value propositions.

Innovation, vision, integrity

Your clients need advisors with a strong foundation, as well as a vision for what’s next. We are preparing to serve our clients not only for the near future, but for generations to come. To that end, we’re investing in technologies such as artificial intelligence, digital client portals and enhanced character recognition to create a better client experience. Innovations like these also increase the efficiency and consistency of our work, creating opportunities to engage more deeply with families.

Recent Events and Engagements:

2020 Heckerling Institution on Estate Planning Conference: Presented Finding Meaning in Money and Structures to Support It, where we discussed taking a goals-based approach to planning and the critical nature of understanding your clients’ intent.
American College of Trust and Estate Counsel: Sponsor of ACTEC’s annual meeting and cocktail reception host.
Stories from the Trenches: Led a virtual Professional Advisor series across multiple regions of the United States focusing on client sentiment around COVID-19 and volatility, and the trends in trusts and estates that are emerging from it.

Insights

Trusts & Estates

Crisis makes it clear: It’s time to stress test your…

A few simple actions can make a world of difference to you and your family.

May 19, 2020

Goals-Based Planning

How to create a sound estate plan

Five steps, and a few essential building blocks, can help you make sure your wishes are carried out—and your family is cared for.

Jun 15, 2020

Goals-Based Planning

Four actions to help shape your financial future

This summer, take time with your family to reflect on your overall wealth plan.

Jun 16, 2020

Get our onboarding documents

Our goal is to make the trusts and estates process as easy as possible. Our onboarding checklists include some of the core information we will need from you and your client to accept appointment and our trustee provisions include examples of provisions to be considered for trustee appointments.

Learn more about becoming a J.P. Morgan partner

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Goals Based Investing and Advice

Outlook 2021

J.P. Morgan is named 2021’s ‘World’s Best Private Bank’

#SRL2020

A partnership you can grow with

Legacy and reach

How we can work with you and your clients

How we work with clients

Real Estate

Manage 940 properties

Mineral Assets

Across the United States, manage 90,000 holdings

Private Business

Manage $6.1bn in 900 privately held investments

Private foundations and grants management

Support over 400 family foundations; annually oversee 10,000 grant requests

Bringing legacies to life

Expanded networks

Industry insights

Communication and education

Distinguished events

Innovation, vision, integrity

Recent Events and Engagements:

Insights

Crisis makes it clear: It’s time to stress test your…

How to create a sound estate plan

Four actions to help shape your financial future

Get our onboarding documents

Tell Us More About You

Your Recent History

LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck