Boston

USA

As a major intellectual and technological center, Boston attracts fund managers from all over the world and acts as one of our key offices in the United States.

JTC’s Boston office serves Private Equity, Commercial Real Estate, and Fortune 1000 clients by offering industry-leading Fund Administration, Loan Servicing, and Corporate Services. In addition, the office provides a full suite of services for EB-5 Regional Centers and Qualified Intermediary services for 1031 tax-deferred exchanges.

Find our Office

Photo of Boston

Services & Sectors

Private Equity clients have access to customizable solutions built on industry-leading technology, enabling efficient back and middle-office administration for complex financial transactions. Our online platform offers 24/7 access to fund information, and our global capabilities allow our clients to add more services as they grow. JTC has also been a pioneer in social impact reporting, with solutions designed specifically for impact funds and Opportunity Zones.

Our core services in Boston

Fund Solutions Corporate Services Speciality Services

Fund Accounting & Financial Reporting Fund Establishment & Domiciliation Regulatory & Investor Reporting

Escrow

EB-5 1031

Boston is one of the oldest cities in the US

It is the capital and most populous city of the Commonwealth of Massachusetts

It is an intellectual and technological center

National currency is the United States Dollar (USD)

Home of the largest public park in America; the famous Fig Newton is named after a Boston suburb;

; the Red Sox baseball team have actually patented the shade “Fenway Green”

Michael Richards

Head of Fund Administration – US

ICS

Senior Director – Fund Administration

ICS

Senior Director – Specialty Administration

ICS

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For funds of all sizes, we enable greater efficiency, reduced operational risk and higher investor confidence, all of which allow our clients to focus on what they do best: raising capital and making prudent investments.

Michael Richards, Head of Fund Administration – US

08th Jun 2025

JTC Attends IBA Global Challenges and Opportunities for the Asset Management Industry Conference

Events Funds

18th Jun 2025

JTC Attends CARMO Companies Boston Private Markets Meeting

Events

7th Apr 2025

Opportunity Zones May Get a Second Chance. Let’s Not Waste It

Insights Fund Administration

28th Feb 2025

Jill Jones on how EB-5 Fund Administration has Changed Since the RIA

Insights EB-5

17th Feb 2025

1031 and Estate Planning

Insights 1031

14th Nov 2024

Factsheet: EB-5 Audit Services

Resources EB-5

22nd Oct 2024

EB-5 Investor Due Diligence: Finding the Right Project for Immigration Success

Resources

16th Oct 2024

Ed Smith, Ph.D., Joins JTC’s EB-5 Team

News EB-5

20th Sep 2024

JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards

News Corporate

5th Sep 2024

EB-5 Administration Factsheet

Resources

17th Feb 2025

1031 and Estate Planning

Insights 1031

12th Mar 2024

Can You Perform a 1031 Exchange Into a REIT?

Insights 1031

4th Jan 2024

1031 Exchange Checklist

Resources 1031

20th Dec 2023

1031 Exchange Tax Deferred Factsheet

Resources 1031

6th Dec 2023

1031 Reverse Exchange Factsheet

Resources 1031

28th Nov 2023

End-to-End Servicing for 1031 DST Management

Resources 1031

4th Apr 2023

FAQ: Biden’s 2024 Budget Proposes Ending 1031

Insights 1031

22nd Nov 2022

1031 Delaware Statutory Trust Factsheet

Resources 1031

16th Nov 2022

The 1031 Exchange 45-Day Identification Deadline: What You Need to Know

Insights 1031

8th Nov 2022

1031 Exchange Question of the Month: “Should I Contact a QI Before or After I Sell My Property?”

Insights 1031

20th Sep 2024

JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards

News Corporate

22nd Sep 2021

In Defense of 1031 Exchange: Dispelling Common Myths

Insights 1031

7th Jan 2020

Why You May Want to List a DST Interest as Replacement Property for Your Section 1031 Exchange (Even If You Don’t Plan to Buy It)

Insights 1031

22nd Nov 2022

1031 Delaware Statutory Trust Factsheet

Resources 1031

28th Feb 2025

Jill Jones on how EB-5 Fund Administration has Changed Since the RIA

Insights EB-5

14th Nov 2024

Factsheet: EB-5 Audit Services

Resources EB-5

16th Oct 2024

Ed Smith, Ph.D., Joins JTC’s EB-5 Team

News EB-5

31st May 2024

EB-5 Explained: What Does it Mean for an Investment to be “At Risk?”

Insights EB-5

7th Mar 2024

On Demand – The New Era of EB-5: New Frontiers for Regional Centers Webinar

Resources EB-5

6th Jun 2023

How JTC’s EB-5 Banking Solution Offers Greater Flexibility for Regional Centers

Insights EB-5

2nd Jun 2023

On Demand – Making an EB-5 Investment Choice: Considerations for Investors and Agents in the New Era – Co-Hosted Webinar

Resources EB-5

26th Apr 2023

EB-5 Administration Best Practices Factsheet

Resources EB-5

26th Apr 2023

The New Era of EB-5: Navigating the Reform and Integrity Act of 2022 White Paper

Resources EB-5

6th Apr 2023

Bank Failures and EB-5: Experts Explain How Regional Centers Can Protect Investor Funds

Insights EB-5

28th Feb 2025

Jill Jones on how EB-5 Fund Administration has Changed Since the RIA

Insights EB-5

7th Mar 2024

On Demand – The New Era of EB-5: New Frontiers for Regional Centers Webinar

Resources EB-5

6th Jun 2023

How JTC’s EB-5 Banking Solution Offers Greater Flexibility for Regional Centers

Insights EB-5

4th Oct 2021

Why Puerto Rico is an Attractive Destination for EB-5

Insights EB-5

11th Sep 2018

Opportunity Zones: A Potential New Source of Affordable Capital for EB-5 Projects

Insights EB-5

30th May 2023

Impact Medallion Project Spotlight: Concordance

Insights ESG & Sustainability Services

1st May 2023

Impact vs. ESG – Do Investors Even Know the Difference?

Insights ESG & Sustainability Services

23rd Apr 2023

Impact Medallion Project Spotlight: Monllor Capital Partners

Insights ESG & Sustainability Services

16th Apr 2023

On Demand – The Evolution Toward Impact Investing: Rising Above the Noise Webinar

Resources ESG & Sustainability Services

11th Apr 2023

Key Takeaways from JTC and OpportunityDb’s 2023 Impact Survey

Insights ESG & Sustainability Services

28th Mar 2023

Impact Medallion Project Spotlight: CommonGood Capital

Insights ESG & Sustainability Services

20th Mar 2023

Read the Results of JTC’s 2023 ESG + Impact Investing Report

Resources ESG & Sustainability Services

27th Feb 2023

2023 Impact & ESG Outlook

Insights ESG & Sustainability Services

21st Feb 2023

Impact Medallion Project Spotlight: Opportunity Alabama

Insights ESG & Sustainability Services

7th Feb 2023

Impact Medallion Project Spotlight: LandFund Partners

Insights ESG & Sustainability Services

7th Apr 2025

Opportunity Zones May Get a Second Chance. Let’s Not Waste It

Insights Fund Administration

Opportunity Zone

16th May 2023

New Data Shows Why It’s Important to Think Ahead When Selecting a Fund Administrator

Insights Fund Administration

11th May 2023

Fundraising in the EU: What You Need to Know White Paper

Resources Fund Administration

28th Apr 2023

JTC Helps US Investment Firm Take Its Business Global Case Study

Resources Fund Administration

26th Apr 2023

Private Equity Fund Administration Factsheet

Resources Fund Administration

26th Apr 2023

Outsourcing Fund Administration in Private Equity White Paper

Resources Fund Administration

18th Apr 2023

Choosing the Right Fund Structure to Take Advantage of Ireland’s Connection to Europe

Insights Fund Administration

22nd Mar 2023

Why Ireland? New Developments Bring New Advantages

Insights Fund Administration

19th May 2022

The Art of Onboarding for Private Equity Fund Administration

Insights Fund Administration

6th Apr 2022

What Does It Take to Go From Local to Global?

Insights Fund Administration

08th Jun 2025

JTC Attends IBA Global Challenges and Opportunities for the Asset Management Industry Conference

Events Funds

Opportunity Zone

16th May 2023

New Data Shows Why It’s Important to Think Ahead When Selecting a Fund Administrator

Insights Fund Administration

11th May 2023

Fundraising in the EU: What You Need to Know White Paper

Resources Fund Administration

28th Apr 2023

LATAM Venture Capital Fundraising in 2023: Embracing New Domiciles and Inspiring New Investors

Resources Funds

28th Apr 2023

JTC Helps US Investment Firm Take Its Business Global Case Study

Resources Fund Administration

26th Apr 2023

Private Equity Fund Administration Factsheet

Resources Fund Administration

26th Apr 2023

Outsourcing Fund Administration in Private Equity White Paper

Resources Fund Administration

18th Apr 2023

Choosing the Right Fund Structure to Take Advantage of Ireland’s Connection to Europe

Insights Fund Administration

26th Aug 2022

How 1031 Can Help With Retirement Planning

Insights Funds

27th Jul 2022

Global Capabilities: Is Now the Right Time to Go Global?

Resources Funds

30th May 2023

Impact Medallion Project Spotlight: Concordance

Insights ESG & Sustainability Services

23rd Apr 2023

Impact Medallion Project Spotlight: Monllor Capital Partners

Insights ESG & Sustainability Services

28th Mar 2023

Impact Medallion Project Spotlight: CommonGood Capital

Insights ESG & Sustainability Services

20th Mar 2023

Read the Results of JTC’s 2023 ESG + Impact Investing Report

Resources ESG & Sustainability Services

27th Feb 2023

2023 Impact & ESG Outlook

Insights ESG & Sustainability Services

21st Feb 2023

Impact Medallion Project Spotlight: Opportunity Alabama

Insights ESG & Sustainability Services

7th Feb 2023

Impact Medallion Project Spotlight: LandFund Partners

Insights ESG & Sustainability Services

24th Jan 2023

Impact Medallion Project Spotlight: LCR Capital Partners

Insights ESG & Sustainability Services

10th Jan 2023

Impact Medallion Project Spotlight: Arctaris Impact Investors

Insights ESG & Sustainability Services

3rd Jan 2023

Impact Medallion Project Spotlight: Urban Catalyst

Insights ESG & Sustainability Services

24th Jan 2023

Impact Medallion Project Spotlight: LCR Capital Partners

Insights ESG & Sustainability Services

28th Mar 2023

Impact Medallion Project Spotlight: CommonGood Capital

Insights ESG & Sustainability Services

21st Feb 2023

Impact Medallion Project Spotlight: Opportunity Alabama

Insights ESG & Sustainability Services

7th Feb 2023

Impact Medallion Project Spotlight: LandFund Partners

Insights ESG & Sustainability Services

24th Jan 2023

Impact Medallion Project Spotlight: LCR Capital Partners

Insights ESG & Sustainability Services

11th May 2023

Opportunity Zone Fund Administration Factsheet

Resources Opportunity Zones

2nd May 2023

Have Perceptions of Opportunity Zones Changed In The Past Year?

Insights Opportunity Zones

Opportunity Zones

14th Mar 2023

Fighting Fraud in Opportunity Zones

Insights Opportunity Zones

Opportunity Zone

28th Feb 2023

Best Practices in Opportunity Zones Fund Administration: Measuring Social Impact

Insights Opportunity Zones

9th Jan 2023

How Opportunity Zones Can Be Used to Revitalize Rural Communities

Insights Opportunity Zones

Opportunity Zones

7th Sep 2022

How Other Government Programs Can Be Used To Supplement Opportunity Zones

Insights Opportunity Zones

10th Aug 2022

How EB-5 and Opportunity Zones Can Work Together

Insights EB-5

6th Jul 2022

How Does the OZ Initiative Compare to Similar Government Programs?

Insights Opportunity Zones

15th Jun 2022

What Is Holding Opportunity Zones Back? Industry Experts Weigh In

Insights Opportunity Zones

19th Oct 2021

Opening an Important Dialogue Around Opportunity Zones

Insights Opportunity Zones

20th Sep 2024

JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards

News Corporate

3rd May 2024

JTC Switzerland Relocates and is Granted Professional Trustee Licences by FINMA

News Private Client Services

20th Dec 2023

USA Introduces Beneficial Owner Registry: The Corporate Transparency Act (CTA)

News Private Client Services

8th Dec 2022

JTC’S Marina Cristiani Appointed Co-Chair of STEP New York

News Private Client Services

8th Sep 2021

JTC Launches Trust Services to US Domestic Market and Makes Two Key Hires

News Private Client Services

5th Mar 2021

Marina Cristiani Wins Silver at the 2021 Citywealth Powerwomen Awards

News Private Client Services

22nd Jul 2020

JTC Asking the Experts: A View From Mexico

Insights Private Client Services

1st Jul 2020

JTC Asking the Experts: A Focus on Argentina

Insights Private Client Services

30th Jun 2020

JTC Asking the Experts: Focus On Chile

Insights Private Client Services

19th May 2020

JTC Asking the Experts: Foreign HNWI Investing in the US

Insights Private Client Services

28th Apr 2023

LATAM Venture Capital Fundraising in 2023: Embracing New Domiciles and Inspiring New Investors

Resources Funds

8th Jun 2022

How Technology Can Improve the Onboarding Process

Insights Private Equity

19th May 2022

The Art of Onboarding for Private Equity Fund Administration

Insights Fund Administration

1st Dec 2021

6 Considerations for Third-Party Private Equity Fund Administration

Insights Private Equity

25th Feb 2021

4 Questions to Ask When Considering Outsourcing Fund Administration

Insights Private Equity

8th Oct 2020

How to Survive and Thrive in an Evolving Regulatory Landscape – The Top 6 Questions Fund Managers Should be Asking

Insights Fund Administration

8th Oct 2020

Data Management in a Data-Driven World

Insights Private Equity

26th Jul 2023

Are Retail Investors Poised to Take Over Private Equity?

Insights Private Funds US

1st Dec 2021

6 Considerations for Third-Party Private Equity Fund Administration

Insights Private Equity

28th Dec 2020

How to Succeed in a Demanding Private Equity Environment

Insights Fund Administration

Private Equity

19th Jun 2019

Operational Efficiency in Private Equity: 4 Takeaways from the EY CFO Survey

Insights Fund Administration

14th Mar 2019

How JTC Manages the Onboarding Process for New Private Equity Fund Clients

Insights Fund Administration

20th Sep 2024

JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards

News Corporate

3rd May 2024

JTC Switzerland Relocates and is Granted Professional Trustee Licences by FINMA

News Private Client Services

13th May 2022

Biden’s 2023 Budget Proposal Threatens 1031

Insights 1031

22nd Sep 2021

In Defense of 1031 Exchange: Dispelling Common Myths

Insights 1031

8th Feb 2021

1031 Exchange Expert: Repealing the 1031 Program would “Harm” the U.S. Economy

Insights 1031

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75 State Street
Suite 2801
Boston MA, 02109

+1 800 397 8529