Plan an effective wealth transfer
printTaxes are an inevitable concern as you think about transferring your wealth to your children and others you care about. But control and ownership issues may affect the scope of how you plan your legacy.
We understand the complex issues involved and can help provide the support of a team of experienced professionals, well-versed in sophisticated transfer strategies.
Staying one step ahead
Significant wealth raises challenges that are rarely solved by off-the-shelf solutions. Our research and development group provides clients with forward thinking on vital issues including executive compensation, risk management and multi-jurisdictional tax management.
Advice on smart gifting strategies
Lifetime gifts to your beneficiaries can be an excellent way to remove assets from your taxable estate. We are fully conversant with a wide range of gifting strategies, including some that were developed in-house. Depending on the interest rate environment, smart strategies might include intra-family loans, sales to intentionally defective grantor trusts, grantor retained annuity trusts or charitable lead trusts. We can help you evaluate which may be relevant to your goals.
Core competencies from a leader
While JPMorgan does not offer tax or legal advice, we are happy to share our ideas and analytical capabilities with you and your advisors on intelligent ways to approach your goals. Trusts play an important role in many wealth transfer strategies. JPMorgan has provided corporate trustee services to wealthy families for over a century. Our fiduciary managers maintain core competencies in tax compliance and administration; they also have skills in managing not only marketable securities, but also real estate as well as oil, gas and mineral properties and other closely held business interests.
Contact a JPMorgan Advisor to learn more about JPMorgan's estate planning and trust services. Alternatively, you may contact any JPMorgan office.
Products and services, including fiduciary and custody products and services, are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities Inc., member FINRA, NYSE and SIPC. J.P. Morgan Securities Inc. is an affiliate of JPMorgan Chase Bank, N.A.
Please read the Legal Disclaimer in conjunction with these pages.