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.
You’ve been thinking hard about how you’re going to safeguard your assets and transfer them to the next generation. For families like yours, that often means setting up a trust. But once you’ve decided on your structure and terms, you have another critical choice: Who will oversee it? That’s where we make a difference. Deep resources and capabilities. Objectivity. Accountability. And a profound commitment to the clients we serve.
Your trustee has a profound responsibility to you as well as to your trust’s beneficiaries. For years, decades or even generations to come. If you want the job done correctly, you need a trustee with the skills of an investor, accountant, administrator and a great communicator—and we believe finding a trustee who checks all of those boxes is a wise investment in your family’s future. Let’s talk about how we can make your intentions real for the people you love and care about.
Depending on where you are, how your assets are structured and your existing trustee relationships, here’s how we can work with you:
Trust administration services
We perform many activities that will extend throughout the life of your trust to ensure that your complete structure is properly administered, including opening financial accounts, managing the complex tax return process, preparing financial statements including trust accounting, and maintaining all trust records.
Trust investment management
We provide investment guidance and portfolio and asset allocation strategy implementation with the goal of growing the assets held in your trust, including taking a holistic approach both to your financial and non-financial assets.
Whether you wish to direct distributions or leave that to our discretion, we will review requests to confirm that the trust agreement is being honored. We also communicate the trust’s performance to co-trustees and third-party advisors regularly.
Discover international trust services if you’re outside of the United States.
We’re about building close, meaningful relationships with our clients and their families, and to us that means one-on-one interactions—time we can use to really understand who you are and what you truly care about. To that end, access to you is important. It’s one reason why we’re active in so many communities all across the United States, with teams in more than two dozen locations. Whether you’re in Los Angeles, Indianapolis, New York, Miami, or somewhere in between, we’re likely involved in your community or close by.
We also are proud to have one of the largest and most experienced trust administration businesses in Delaware, where there are many advantages to administering a trust. You can learn more about the benefits of establishing a trust in Delaware here.
Illiquid assets can come with benefits, but also many complexities. Our dedicated teams have the experience and resources to actively manage your non-traditional assets to help protect your family’s wealth now and preserve your legacy into the future.
Our specialized teams help manage the day-to-day operations and preserve the long-term value of the non-financial assets in your trust or estate across four broad categories:
“A trust can last for generations. You need an experienced trustee who knows the true meaning and honor of being a fiduciary, and has the resources to stick with your family for as long as it takes.”
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.
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.
If you’re a client outside of the United States, we can provide our international trustee and trust administrative services from 25 locations across the globe.
Our Delaware trust administration team is powered by almost 60 on-the-ground specialists who understand nuance of local trust law.
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.
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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. 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 JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • 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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