Trusts & Estates
Jun 20, 2021
The non-financial assets in a trust or estate—like private businesses or business assets such as patents and copyrights, real estate, oil/gas, or precious metal interests, fine art collections, etc.—are distinct from the more broadly held stocks, bonds and other financial assets in a portfolio. These specialty assets require specific skill and attention to ensure they accomplish the wealth goals set for them.
Our specialty asset teams have the experience and resources to help manage the day-to-day operations and preserve the long-term value of the unique assets in your trust or estate so that they receive the care and consideration they deserve.
Why choose J.P. Morgan Private Bank for your specialized assets
Ability to manage unique business assets
We can manage closely held business interests such as corporations, limited liability companies and partnerships, and can provide oversight of a diverse set of assets such as sports teams, luxury yachts, private islands and music rights.
Real estate knowledge and experience
Our comprehensive property management services cover a wide range of property types from assets held for personal use to income-producing assets. We frequently provide support to farms and ranches, residential and mixed use properties.
Specialized mineral asset capabilities
We have vast experience working with a broad range of mineral assets, such as oil, gas and minerals, and have helped individuals and families manage their mineral interests for over 75 years.
Examples of specialty asset cases
Learn how J.P. Morgan's Closely Held Asset Management team preserved the value of a unique music catalog within a trust, ensuring seamless management and continued royalties for future generations.
Discover how J.P. Morgan expertly managed the appraisal and disposition of a unique entertainment award in Mandy's estate, providing her family with heartfelt solutions and peace of mind.
Our Specialty Asset Practices
Real Property Asset Management (RPAM)
Real property assets include residential, commercial, and agricultural properties. Our RPAM team provides strategies for capital planning, acquisitions, dispositions, and leasing. We offer services including risk mitigation, environmental compliance, and day-to-day property management. We also handle property accounting, tenant relations, insurance, property tax payments, and regulatory compliance, ensuring your real estate assets are preserved and optimized.
Examples of assets we manage include: single-family residential properties, multi-family residential properties, office and industrial properties, mixed-use properties, retail properties, farms and ranches, vacant land.
Closely Held Asset Management (CHAM)
The CHAM team actively manages closely held business interests, helping to protect your family’s wealth and preserve your legacy. We assess the value of your business interests, develop corporate governance frameworks, and fulfill corporate administrative duties. Our team can help mitigate potential family conflicts and monetize closely held businesses to generate liquidity and diversify your investments.
Examples of assets we manage include: corporations, limited liability companies (LLCs), partnerships, sports teams, luxury yachts, private islands, music rights.
Mineral Asset Management (MAM)
Mineral assets are natural resources such as oil, gas, and minerals. Our MAM team provides day-to-day management, due diligence research, and strategic oversight. Our services include negotiating and evaluating leases, managing revenue and expense accounting, and monitoring drilling activity. We ensure your mineral interests are protected and maximized, preserving your family legacy for future generations.
Examples of assets we manage include: Oil interests, gas interests, mineral interests.
For more information on how J.P. Morgan Private Bank can assist with your specialty asset management needs, please contact our J.P. Morgan team.
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