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.
U.S. trust services
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.
How we can help with your trust
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.
Trust distributions and reporting services
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.
U.S TRUST SERVICES
Local access to our global reach
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.
A specialization in illiquid assets
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:
- Private businesses
- Real estate
- Mineral assets
- Philanthropy and grants management
“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.”
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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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International trust services
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.
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Delaware trust services
Our Delaware trust administration team is powered by 50 on-the-ground specialists who understand nuance of local trust law.
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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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