Trustee services

In addition to setting an investment objective for a trust and handling tax and administrative responsibilities, a trustee will be called upon to make decisions requiring prudent judgment. Thus, the choice of a trustee can have a major impact on the implementation of a wealth transfer plan.

Benefits of a corporate trustee
When assets are substantial, wealth transfer can be complex. A well-chosen corporate trustee should have the expertise, experience and resources needed to handle these complexities. And if a trust is going to endure for decades, a corporate trustee will be able to provide continuity that an individual trustee simply cannot.

J.P. Morgan's outstanding capabilities
With a long-standing heritage of serving wealthy families over multiple generations, we can act as your corporate trustee and work with your other advisors. We can provide core competencies in tax compliance and administration. In addition, our team is skilled in managing assets of virtually every kind - not only marketable securities, but also closely held business interests.

An excellent fiduciary should bring technical skills and a good deal more. Our professionals are sensitive to family dynamics and the power of wealth stewardship; they are supported by J.P. Morgan's expansive analytic capabilities and the expertise that can only come from working with client families over decades and generations.

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.