Trust services
printAs the steward of considerable wealth, you face forces that can erode your assets. Taxes are an inevitable concern, but control and ownership issues could also affect the scope of your legacy.
For more than 150 years, we have helped clients manage the transfer of their wealth to future generations and to charity. Our dedicated team of wealth advisors has multi-jurisdictional expertise and strong relationships with leading trust, estate and tax practitioners worldwide.
An ease with complexities
We work with clients and their attorneys, accountants to develop tax-effective ownership structures for a wide range of assets including privately held companies, insurance, art and other illiquid assets.
Significant wealth raises challenges that are rarely solved by off-the-shelf solutions. Our research and development group provides clients with proprietary analytical tools and forward thinking on executive compensation, multi-jurisdictional tax planning and other important issues.
Execution in tandem with advice
Trusts often play an important role in wealth transfer strategies. JPMorgan has the fiduciary expertise that can only come from serving as corporate trustee to multiple generations of some of the world's most prominent families. In addition to core competencies in tax compliance and administration, we have skills in managing assets of virtually every kind — not only marketable securities, but also real estate, closely held business interests, and oil, gas and mineral properties.
Managing the intricacies of family dynamics
Family discord can sometimes be a serious threat to wealth preservation. Our fiduciary professionals frequently serve as educators, counselors and diplomats as they dispense advice, mediate disputes and balance the interests of beneficiaries.
Contact a JPMorgan Advisor to learn more about JPMorgan's wealth transfer 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.
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