Trustee services
printYour 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.
JPMorgan'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 JPMorgan Advisor to learn more about JPMorgan's trustee 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.
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