U.S. trust services
A reliable, experienced trustee is crucial to ensuring your wishes are carried out, no matter how complex your needs are. With our team of seasoned professionals, you’ll find the fiduciary and asset manager you’re looking for.
Delaware trust services
You’ve got complicated business interests. You have diverse, global assets. You’re the steward of multi-generational wealth. Or you might just want the most privacy and protection you can get. All of these are good reasons to consider a Delaware trust, which offers exceptional tax and asset protection benefits in addition to flexibility around managing complex investments. Our Delaware trust administration business is one of the largest and most experienced in the state. Ready to deliver every advantage of one of the world’s most favorable and flexible trust jurisdictions.
J.P. Morgan’s Delaware Trust Company has 50 local professionals with 300 years of combined experience, backed by the financial strength of one of the world’s most trusted global banks.
*As of February 2020.
Delaware is the trust jurisdiction of choice for wealthy individuals and families throughout the country—and around the world. Our strong and mature presence in the state is one of the centerpieces of our trusts & estates business.
What’s the Delaware difference?
Though several U.S. states have developed trust-friendly legal environments, Delaware is the most established. And was among the first states to provide robust tax and asset preservation benefits for trusts:
- Favorable tax treatment
Typically, there is no Delaware state income tax on a trust’s income or investment earnings.
- Flexible administration
Delaware allows you to designate specific powers for your trustees, such as making investments, deciding when distributions are appropriate or providing administration services. This way, you have the flexibility to choose the individual or institution you think is best for each role. - Silent provisions
You may want to hold off telling your beneficiaries about the trust until you think they’re ready. Under your Delaware trust agreement, you have flexibility about when to tell someone they are the beneficiary of a trust. - Enhanced asset protection
Everyone wants to be better prepared for unexpected events. Trust provisions in Delaware may give you stronger protection against claims from creditors and parties in a divorce. - Confidentiality
If privacy is important to you, you can generally keep the particulars of a Delaware trust out of the public record. Delaware does not require trusts to be registered, or that trust grantors or beneficiaries be identified. Nor does it require periodic public accounting of trust assets. - Dynasty trusts
Most states have a limit on how long a trust can last. Your Delaware trust may allow you to benefit multiple generations—and enjoy continued tax-efficient growth—with no termination date. - Potential for modification
Trusts can last a long time, so having the flexibility to change terms and beneficiaries can be valuable. The Delaware legal system is tried, tested and trust-friendly, and may allow for trust modification as your family’s needs evolve.
What’s the J.P. Morgan difference?
- Local specialists with global reach and connections
Our Delaware trust officers are steeped in state and federal trust and tax laws. They also specialize in international trusts and cross-border trust planning and administration. To meet your needs wherever you are—or wherever your interests take you—they leverage the knowledge and assistance of their colleagues across Asia, Europe, Latin America and The Bahamas. - Experience with the full range of trust entities
We can work within any trust structure you choose. Our specialists have extensive experience with dynasty trusts, asset protection trusts, grantor- retained annuity trusts, Delaware statutory trusts, limited liability companies and other closely held companies. - Delivering end-to-end services
Working with you and your advisors to establish the trust that’s right for you is just the start. We can also implement the kind of cutting-edge fiduciary planning and administration for which Delaware is known.
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International trust services
For clients outside of the United States, we provide our trustee and trust administrative services from 25 locations across the globe. We can help you both take advantage of asset protection benefits provided by these jurisdictions, and meet all your home country requirements.
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Delaware trust services
Our Delaware trust administration team is powered by 50 on-the-ground specialists who understand every nuance of local trust law. And can deliver every advantage of one of the world’s most favorable and flexible trust jurisdictions.
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U.S. estate services
Picking the right executor—and the right team of supporting professionals—can make a meaningful difference in how easily and efficiently your loved ones will receive their inheritance. And how well your plans are carried out.
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Specialty asset management
Our specialty asset teams help manage the day-to-day operations and preserve the long-term value of non-financial assets in your trust or estate, such as real property, private businesses and mineral interests.
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Philanthropy and grants management services
U.S. clients looking to make the work of their private foundations and charitable trusts more effective can partner with our deeply experienced specialists.
Learn more about becoming a J.P. Morgan Private Bank client.
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