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.
When private business, real estate and mineral assets are part of an estate or trust, you need an administrative partner who understands more than just the market value. Our specialty asset management teams understand the day-to-day operational challenges. The long-term investment environment. And the ins and outs of complex agreements and transactions. Whether it’s a multi-tiered partnership, a diverse portfolio of commercial properties, or a portfolio of oil fields.
Managing real property and other non-financial assets for the benefit of a trust or as part of an estate takes particular skills and experience. Our specialty asset teams combine a deep knowledge of the assets they oversee with extensive experience managing them within trust and estate structures.
The 40+ professionals1 on our specialty asset 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 three broad categories.
We will manage or help manage closely held business interests, such as corporations, limited liability companies and partnerships. This includes:
We provide management solutions for properties and portfolios of properties. From on-the-ground administration to long-term planning and transactions. This includes:
We provide active business and financial management of oil, gas and other mineral assets—in the field and behind the scenes. This includes:
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.
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 Delaware trust administration team is powered by 50 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.
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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. Insurance products 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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