Trustee services

Your organization has significant and likely diverse assets to manage, as well as complex reporting requirements to fulfill. Acting as your trustee, we can provide custody and safekeeping for your organization's assets, as well as prudent management of your investments.

J.P. Morgan's outstanding capabilities
We have a long-standing heritage of serving foundations and endowments. In addition to core competencies in tax compliance and administration, our team is skilled in managing assets of virtually every kind. We provide comprehensive management and administrative services, including those critical to avoiding penalties and assuring any tax-exempt qualifications. Among other services, we can monitor payout requirements; exercise expenditure responsibilities to ensure distributions are used for the purposes intended and prepare all accountings, special statements and reports.

Contact a J.P. Morgan Advisor to learn more about J.P. Morgan's trustee services. Alternatively, you may contact any J.P. Morgan office.