A partnership you can grow with
Backed by a global network of experienced professionals and a proven track record of success, the Trusts & Estates team at the Private Bank is uniquely suited in seeking to meet your clients’ fiduciary needs. From managing a portfolio of marketable securities to administering complex specialty assets, expect unmatched reliability and the resources to do it all. We work with one goal in mind: to help bring your clients’ legacies to life.
As a professional who advises wealthy families, you may appreciate a partner who has the depth and experience to address your clients’ diverse and multi-generational needs—one who understands the vision you have for your business and provides the same level of personalized attention and detail that you do.
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Hi, I'm Adam Clark, Global Head of the Trust and Estates business at JP Morgan Private Bank. We offer a wide range of trust and estate services, and have the experience and specialization to deliver, no matter how complex your client's needs might be.
We've learned a great deal over the almost 200 years that we've been in the business, and we're proud to share our extensive capabilities with you. Diversity is a cornerstone of our company and culture, and it helps us to support a rich diversity of clients around the world.
Our team includes more than 475 trust and estate professionals worldwide. It's a team built with a rich diversity of financial professionals, with 68% being women, and nearly a third having ethnically diverse backgrounds. Among those, we hold 37 unique licenses and speak 18 languages.
As an internationally respected corporate fiduciary, it's our responsibility to place effective risk control frameworks in place to meet regulatory requirements, and to ensure we're safeguarding your clients' assets. Our trust and estates team and wealth advisors regularly partner with our clients counsel to implement tax efficient, effective, and creative wealth planning ideas.
We also provide complex fiduciary services for a wide variety of specialty assets and trusts and estates. And often, we serve as private foundations and charitable trusts with non-profit management and grant making, to ensure your client's charitable intent is fulfilled.
As part of a private bank, we offer unparalleled service to ensure that our partners' and clients' needs are met. I invite you to explore the following pages, where you can learn more about our comprehensive offerings and how we can be your trusted partner. If you have any questions about how we can help you or your clients, please don't hesitate to contact us.
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Text, J.P. Morgan Private Bank.
Trusts and Estates.
White circular layered designs expand and contract across the screen.
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Hi, I'm Adam Clark, Global Head of the Trust and Estates business at JP Morgan Private Bank.
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Text, services. U.S. Trust Services, U.S. Estate Services, International Trust Services, Delaware Trust Services, Specialty Asset Management, Philanthropy and Grants Management.
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We offer a wide range of trust and estate services, and have the experience and specialization to deliver, no matter how complex your client's needs might be.
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200 years of service.
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We've learned a great deal over the almost 200 years that we've been in the business, and we're proud to share our extensive capabilities with you.
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Words arched around a picture of planet Earth read, Best Private Bank Award 2023, Global Finance.
Trusts and Estates is an integral part of J.P. Morgan Private Bank, overseeing almost 260 billion dollars in assets, as of July, 2023.
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Diversity is a cornerstone of our company and culture, and it helps us to support a rich diversity of clients around the world.
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As of May, 2023.
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Our team includes more than 475 trust and estate professionals worldwide. It's a team built with a rich diversity of financial professionals, with 68% being women, and nearly a third having ethnically diverse backgrounds. Among those, we hold 37 unique licenses and speak 18 languages.
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Our responsibility.
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As an internationally respected corporate fiduciary, it's our responsibility to place effective risk control frameworks in place to meet regulatory requirements, and to ensure we're safeguarding your clients' assets. Our trust and estates team and wealth advisors regularly partner with our clients counsel to implement tax efficient, effective, and creative wealth planning ideas.
We also provide complex fiduciary services for a wide variety of specialty assets and trusts and estates.
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Groups of people meet in a conference rooms, or have discussions as they look at items on a laptop.
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And often, we serve as private foundations and charitable trusts with non-profit management and grant making, to ensure your client's charitable intent is fulfilled.
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Text, we distribute 230 million dollars to non profits.
We oversee almost 10,000 grant requests annually.
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As part of a private bank, we offer unparalleled service to ensure that our partners' and clients' needs are met.
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Two people have a discussion at a table in an office setting with floor to ceiling walls that overlook a cityscape.
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I invite you to explore the following pages, where you can learn more about our comprehensive offerings and how we can be your trusted partner.
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A laptop opens and displays a website page that discusses J.P. Morgan Private Bank's resources.
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If you have any questions about how we can help you or your clients, please don't hesitate to contact us.
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Text, J.P. Morgan Private Bank.
This material is for informational purposes only, and may inform you of certain products and services offered by private banking businesses, part of J.P. Morgan Chase and Company, quote, J.P.M, end quote. Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your J.P. Morgan team or email us at accessibility dot support at J.P. Morgan dot com for assistance. Please read all important information.
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Legacy and reach
With a legacy that spans nearly 200 years and a global team of over 400 professionals, we’re accustomed to the complex, and we’re investing in the future with technological innovation and geographic expansion.
This chart includes a breakdown of our Trusts & Estates team by the numbers. We have almost $240 billion in trust and estate assets, 29 locations across the U.S., Singapore and The Bahamas, almost 200 years of experience in the trust industry and over 20 years of average experience per trust and estate officer. This data is approximated and as of March 2023.
As trustee or executor, our responsibilities include investments in accordance with trust objectives, interpretation of trust terms, making distributions, communicating with beneficiaries, preparing taxes and keeping records.
How we can work with you and your clients
- Trustee/Executor: We have sole responsibility for investments or distributions
- Co-Trustee/Executor: Share responsibility for investments and distributions with one or more individuals
- Directed Trustee: Individual or third party is appointed to control investments and distributions. We typically serve as Delaware directed trustee
- Agent for Trustee/Executor/Foundation: We are engaged to take on select responsibilities
As of November 2022.
The value of experience
If you have clients with nontraditional assets, we will support them with our decades of complex fiduciary experience and one of the world’s largest teams. We understand the day-to-day operational challenges of various asset types and can offer your client strategic and time- and cost-saving advice. See below for some examples of our work.
Examples of our specialty asset work
Real Estate
Manage nearly 700 properties valued at approximately $1b
Mineral Assets
Manage over 80,000 mineral assets across the United States
Private Business
Manage over $5.5bn in nearly 800 privately held investments
Private Foundations and Grants Management
Support over 400 family foundations and oversee nearly 10,000 grant requests annually
As of March 2023.
You may have clients with assets and family members across borders. Our diverse group of dedicated professionals are located around the globe, with 17 unique languages spoken on the team. We’ll collaborate with you and your client to tailor strategies to their home country, or to craft multijurisdictional solutions that consider the global reach of their portfolio. As a global team that serves beneficiaries in over 90 different countries, we are ready to help your client meet their goals with trust companies located in Delaware, The Bahamas and Singapore.
Our Leadership Team
Adam Clark
Global Head of Trusts & Estates
Martin Pollock
Head of International Trust Services and the Singapore Trust Company
There can be no assurance that the professionals currently employed by J.P. Morgan will continue to be employed by J.P. Morgan or that the past performance or success of any such professional serves as an indicator of such professional’s future performance or success.
Access the J.P. Morgan Trusts & Estates Forms Book
Our goal is to make the trusts and estates process as easy as possible for both you and your clients. Download the forms book to access provisions to be considered as you work with your clients in naming J.P. Morgan as trustee or executor. Additional onboarding checklists are also available to provide you with some of the core information we will need from you and your client to accept trustee or executor appointments.
