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 and transfer your assets 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’s going to oversee it? That’s where we make a difference. Because we have two centuries of trustee experience. Deep resources and capabilities. Objectivity. Accountability. And a profound commitment to the clients we serve.
Your trustee has a profound responsibility to you and to your trust’s beneficiaries. For years, decades or even generations to come. If you want the job done right, you need a trustee with the skills of an investor, accountant, administrator and a great communicator. Plus the integrity of a rock-solid fiduciary. Families have been naming J.P. Morgan as trustee for more than two centuries. Let’s talk about how we can make your intentions real for the people you love and care about.
As sole trustee
As co-trustee
As a directed trustee
As an agent for trustee
Depending on where you are, how we work with you, and your structure and trustee relationships, we can do some or all of the following:
Financial management
Planning and advice
Distributions and reporting
Tax and legal requirements
“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.”
We’re good at getting things done, but we’re more than just a collection of capabilities. We look at your trust needs with your whole financial picture in mind. And put together all of our resources to provide:
To us, each trust we support is special. So we give each trust our special attention. And we’re upfront about what that kind of commitment costs. We think it’s worth every penny. We think you’ll think so too, when you let us put our experience, knowledge and resources to work for you.
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.
Not a commitment to lend. All extensions of credit are subject to credit approval.