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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.

How we can help with your trust

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.

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.

U.S TRUST SERVICES

Trustee Engagement Sole Trustee Co-Trustee Directed Trustee Agent for Trustee You

Trustee Engagement

Depending on your desired level of involvement, we can support you in varying capacities.

Sole Trustee

We take on complete responsibility for investments and distributions.

Co-Trustee

We share responsibility for making investments and distributions with other individuals.

Directed Trustee

We oversee all administrative responsibilities, and can also be appointed to manage investments or distributions.

Agent for Trustee

A trustee hires us to assume certain responsibilities, but retains the decision-making and ultimate responsibility for the trust.

“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.”

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

Additional Services

Ready to learn more? Find the right strategy with a J.P. Morgan team today.

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

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

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

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.”

LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck

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

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