Menu open icon Search icon Close icon facebook twitter youtube instagram linkedin Butterly graphic Facebook share icon LinkedIn share icon Email share icon Twitter share icon Download Icon
Offices

US Offices

With eight offices in key financial centers, the US is JTC’s fastest-growing region, providing a full suite of services for private, fund, and corporate clients.

At JTC, we handle difficult administrative tasks to allow our clients to focus on what matters most to them.

Over the past 35 years, JTC has built a reputation as one of the country’s most trusted financial services partners for institutional and private clients.

We have done this by combining sector-specific expertise with industry-leading technology. We have carefully built our funds and specialty administration infrastructure in the US to facilitate the most important elements of investing, providing support throughout an investment or fund’s lifecycle.

JTC’s global capabilities mean our clients can get the services they need from the most appropriate jurisdiction, with a commitment to service excellence, security, transparency and compliance at every step.

FUND ADMINISTRATION

Our expert teams provide fund administration services for alternative investments in the US covering private equity, real estate, venture capital, debt, opportunity zones, and insurance dedicated funds. JTC fund administration services cover in-depth consultation on fund launches, investor relations and onboarding, fund accounting and reporting, allocation, waterfall and carried interest calculations, financial reporting and audit support, as well as impact and ESG reporting.

The JTC fund administration offering differentiates itself by coupling a boutique, US-based client relations approach alongside the global infrastructure of a publicly traded company.

SPECIALTY ADMINISTRATION SERVICES

JTC has dedicated business units focused on operating in niche markets that deliver specialty administration services developed to solve complex challenges for our clients. Such markets are often characterized by high administrative and regulatory complexity, elevated transaction security needs and challenging compliance requirements. Currently JTC has carved out a meaningful value proposition in the following markets: 1031 exchanges, EB-5 immigration programs, employer solutions, depositary/treasury solutions, operational due diligence, and Delaware Statutory Trusts.

While the universe of specialty administration services is vast, JTC continues to capitalize on an evolving opportunity set related to providing financial institutions and private clients with back-office support in a variety of capacities. Examples of specialist services include EB-5 escrow agent and administration, EB-5 fund administration, cosignatory services and immigration workflow; 1021 intermediary and Delaware Statutory Trust services for 1031 exchanges, and international retirement saving plans for employer solutions.

PRIVATE CLIENT AND TRUSTEE SERVICES

At JTC, we help individuals and families to manage their estate, tax and assets efficiently. We work with clients who are based all over the globe and have a team of specialists in the US, with private client offices in New York, Miami, Delaware and South Dakota. Our team is highly experienced in structuring wealth for US residents, as well as for clients with international cross-border needs.

Our bespoke solutions include the provision of trustee services, the formation of trusts, succession planning, Private Office services, tax compliance and regulatory reporting (FATCA/ CRS reporting), accounting services, real estate services as well as luxury asset services (including aircraft, yachts and art, among others).

CORPORATE SERVICES

JTC provides bespoke administrative functions for a broad range of corporate governance solutions, helping our clients streamline back-office functions, mitigate risk, and meet statutory and regulatory requirements. From corporate governance to bespoke compliance reporting, clients can access a wide range of services from a trusted partner, available for a broad range of structures.

Specific solutions include but are not limited to registered office services, escrow solutions, corporate secretarial, directorship services, consultation on fund launches, global corporate governance, as well as treasury services.

OFFICES

view profile
Thomas Nieman
Regional Head of US – Institutional Client Services Texas
view profile
Gregg Homan
Head of Domestic Business Development - Americas - Private Client Services Miami
view profile
Coleen Danaher
Regional Vice President of Business Development, Western U.S. San Jose
view profile
Marina Cristiani
Senior Director - Head of New York - Private Client Services New York

Latest

Submit an Enquiry

Please use this short form to help us respond to your enquiry as efficiently as possible.