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.
Around the world, we can help you and your family with multi-jurisdictional asset holdings and estate planning—no matter how complex they may be. Closely collaborating with your other professional advisors. Tailoring our support to suit your unique needs. All in the service of helping you ensure your wealth is managed and has the impact that you intend.
Your needs are unique—and can be complex. We’ve come to understand that through years of international estate planning experience with clients, their advisors and family offices based all over the world. Multi-jurisdictional arrangements, multi-level trust structures, private investment companies—and the tax implications and benefits that come with each. We’re ready in over 25 international locations to work with you on reaching your goals.
We can help you by providing:
Where to place your trust
We enable you to establish your trust in The Bahamas or Singapore —two international financial centers known for their sound regulations. Both jurisdictions benefit from economic and political stability, and are considered a secure location for assets.
International trust services, tailored to you and your family
We will work closely with you and your advisors to develop a strategy to support your goals, family circumstances and assets. All this, while embracing the tax, legal and regulatory regimes of the jurisdictions where you and your family reside and your assets are located.
The strategy for your needs may involve one or a combination of:
Our dedicated team of professionals has an average of 20 years of experience in international estate planning and trust services. We are responsible for over $40 billion in assets around the world.1
1 As of February 2020.
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.
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.
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.
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.
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.
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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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed 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. JPMCB and JPMS are affiliated companies under the control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
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