A partnership you can grow with
With a global network of experienced professionals and generations of accumulated knowledge, the Trusts & Estates team at the Private Bank is uniquely suited to assist your clients with their fiduciary needs. Whether managing a portfolio of marketable securities or administering complex specialty assets, our team leverages the vast resources of J.P. Morgan so that your clients won’t miss out on emerging opportunities and insights. 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.
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Hi, I'm Adam Clark, Global Head of the Trust and Estates business at JP Morgan Private Bank. We offer a wide range of trust and estate services, and have the experience and specialization to deliver, no matter how complex your client's needs might be.
We've learned a great deal over the almost 200 years that we've been in the business, and we're proud to share our extensive capabilities with you. Diversity is a cornerstone of our company and culture, and it helps us to support a rich diversity of clients around the world.
Our team includes more than 475 trust and estate professionals worldwide. It's a team built with a rich diversity of financial professionals, with 68% being women, and nearly a third having ethnically diverse backgrounds. Among those, we hold 37 unique licenses and speak 18 languages.
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 trust and estates team and wealth advisors regularly partner with our clients counsel to implement tax efficient, effective, and creative wealth planning ideas.
We also provide complex fiduciary services for a wide variety of specialty assets and trusts and estates. And often, we serve as 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 partners' and clients' needs are met. I invite you to explore the following pages, where you can learn more about our comprehensive offerings and how we can be your trusted partner. If you have any questions about how we can help you or your clients, please don't hesitate to contact us.
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Text, J.P. Morgan Private Bank.
Trusts and Estates.
White circular layered designs expand and contract across the screen.
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Hi, I'm Adam Clark, Global Head of the Trust and Estates business at JP Morgan Private Bank.
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Text, services. U.S. Trust Services, U.S. Estate Services, International Trust Services, Delaware Trust Services, Specialty Asset Management, Philanthropy and Grants Management.
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We offer a wide range of trust and estate services, and have the experience and specialization to deliver, no matter how complex your client's needs might be.
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200 years of service.
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We've learned a great deal over the almost 200 years that we've been in the business, and we're proud to share our extensive capabilities with you.
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Words arched around a picture of planet Earth read, Best Private Bank Award 2023, Global Finance.
Trusts and Estates is an integral part of J.P. Morgan Private Bank, overseeing almost 260 billion dollars in assets, as of July, 2023.
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Diversity is a cornerstone of our company and culture, and it helps us to support a rich diversity of clients around the world.
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As of May, 2023.
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Our team includes more than 475 trust and estate professionals worldwide. It's a team built with a rich diversity of financial professionals, with 68% being women, and nearly a third having ethnically diverse backgrounds. Among those, we hold 37 unique licenses and speak 18 languages.
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Our responsibility.
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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 trust and estates team and wealth advisors regularly partner with our clients counsel to implement tax efficient, effective, and creative wealth planning ideas.
We also provide complex fiduciary services for a wide variety of specialty assets and trusts and estates.
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Groups of people meet in a conference rooms, or have discussions as they look at items on a laptop.
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And often, we serve as private foundations and charitable trusts with non-profit management and grant making, to ensure your client's charitable intent is fulfilled.
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Text, we distribute 230 million dollars to non profits.
We oversee almost 10,000 grant requests annually.
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As part of a private bank, we offer unparalleled service to ensure that our partners' and clients' needs are met.
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Two people have a discussion at a table in an office setting with floor to ceiling walls that overlook a cityscape.
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I invite you to explore the following pages, where you can learn more about our comprehensive offerings and how we can be your trusted partner.
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A laptop opens and displays a website page that discusses J.P. Morgan Private Bank's resources.
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If you have any questions about how we can help you or your clients, please don't hesitate to contact us.
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Text, J.P. Morgan Private Bank.
This material is for informational purposes only, and may inform you of certain products and services offered by private banking businesses, part of J.P. Morgan Chase and Company, quote, J.P.M, end quote. 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. If you are a person with a disability and need additional support accessing this material, please contact your J.P. Morgan team or email us at accessibility dot support at J.P. Morgan dot com for assistance. Please read all important information.
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Legacy and reach
With a legacy that spans over 150 years and a global team of over 400 professionals, we’re accustomed to the complex, and we’re investing in the future with technological innovation and geographic expansion.
This chart includes a breakdown of our Trusts & Estates team by the numbers. We have almost $270 billion in trust and estate assets, 37 locations across the United States, Singapore and The Bahamas, over 150 years of experience in the trust industry, and over 12 years of average experience per trust and estate officer. This data is approximated and as of March 2024.
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
As of March 31, 2024.
Trusts & Estates client experiences
How J.P. Morgan managed a complex and unique estate asset
The entertainment award in Mandy’s estate needed to be appraised and distributed.
Learn More
How J.P. Morgan liquidated a cumbersome estate asset
Manuela instructed that her large gold collection be used to fund a trust for her great-grandchild.
Learn More
How multiple non-marketable assets can work in a trust
Marvin hoped to find a solution for who would run his business and trust since his children were uninterested.
Learn More
How J.P. Morgan realigned a beneficiary’s expectations
Samuel wanted to appoint a corporate trustee, but Dani was concerned about what that would entail.
Learn More
How a corporate trustee helped preserve family harmony
Payton was struggling with the responsibilities of being the trustee of her siblings’ trusts.
Learn More
Preserving the value of a unique asset within a trust
John needed help managing his father's trust, which included a catalog of songs.
Learn More
The value of experience
If you have clients with nontraditional assets, we will support them with our decades of complex fiduciary experience and one of the world’s largest teams. We understand the day-to-day operational challenges of various asset types and can offer your client strategic and time- and cost-saving advice. See below for some examples of our work.
Examples of our specialty asset work
Real Estate
Manage over 600 properties valued at approximately $1 billion
Mineral Assets
Manage over 70,000 mineral assets across the United States
Private Business
Manage over $5 billion in approximately 700 privately held investments
Private Foundations and Grants Management
Support over 400 family foundations and oversee nearly 10,000 grant requests annually
As of March 31, 2024.
You may have clients with assets and family members across borders. Our diverse group of dedicated professionals are located around the globe, with approximately 20 languages spoken on the team. We’ll collaborate with you and your client to tailor strategies to their home country, or to craft multijurisdictional strategies that consider the global reach of their portfolio. As a global team that serves beneficiaries in over 90 different countries, we are ready to help your client meet their goals with trust companies located in Delaware, The Bahamas and Singapore.
Our Leadership Team
Adam Clark
Global Head of Trusts & Estates
Martin Pollock
Head of International Trust Services and the Singapore Trust Company
There can be no assurance that the professionals currently employed by J.P. Morgan will continue to be employed by J.P. Morgan or that the past performance or success of any such professional serves as an indicator of such professional’s future performance or success.
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:
- Served as a Platinum sponsor of the 2024 American College of Trust and Estate Counsel Annual Meeting, held in March, and hosted a cocktail reception to connect with Professional Advisors
- Kelly Perez presented on Carried Interests and Qualified Opportunity Zones to the Dallas Estate Planning Council on February 1, 2024
- In January 2024, Raquel Porter and Cindy Tolan (Estate Settlement), Katie Katz (Wealth Advisor), Jeff Milligan (CHAM) and Kristi Christ (Michigan Trust Officer) presented to multiple top Southeast Michigan law firms on our Trust, Estate Settlement, and Closely Held Asset Management capabilities
- Regan Bohnert (Trust Officer), Kristine Madzia (Trust Officer) and the Columbus J.P. Morgan Private Bank team hosted a luncheon for the Roetzel Law Firm trust and estate attorneys in Columbus, OH, in January 2024
- Hosted a cocktail reception and luncheon during the 58th Annual Heckerling Institute on Estate Planning Conference, held in Orlando in January 2024
- Regan Bohnert (Trust Officer) and the Cincinnati J.P. Morgan Private Bank team hosted a luncheon for the Dinsmore & Scholl Law Firm trust and estate attorneys in Lexington, KY, in November 2023
- Bruce Glor (Trust Officer) represented J.P. Morgan and was the Emcee of the Salvation Army’s Red Shield Symposium, Annual Estate and Charitable Planning Institute in Indianapolis in October 2023, with 90 attendees, including T&E attorneys, CPAs, CFPs, licensed Financial Advisors and Trust Officers
- On March 14, 2023, Danielle Kiss, Carlos Battle and Angela Carrillo spoke at the Collier County Bar Association in Naples, FL, on Letters of Wishes
- Anita Sarafa (Wealth Advisory Midwest Team Lead) was awarded the Chicago Estate Planning Council Austin Fleming Distinguished Service Award, recognizing individuals who have made significant contributions to the improvement of estate planning practices
- Carlos Batlle (Wealth Advisor), Miami PB Bankers and Angela Carrillo (Trust Officer) hosted Kaufman Rossin, a CPA and Advisory Professionals firm, for a wine tasting
Access the J.P. Morgan Trusts & Estates Forms Book
Our goal is to make the trusts and estates process as easy as possible for both you and your clients. Download the forms book to access provisions to be considered as you work with your clients in naming J.P. Morgan as trustee or executor. Additional onboarding checklists are also available to provide you with some of the core information we will need from you and your client to accept trustee or executor appointments.
