Tim joined JTC in 2021 as Head of Trust and Fiduciary of the Americas Private Client Services division. JTC currently offers a South Dakota Trust solution, and Tim’s role is to expand into additional US state jurisdictions and broaden the range of services offered.
Tim has over 30 years’ experience in the fiduciary sector. Before joining JTC he was President/Chief Executive Officer at New York Private Trust Company. During his time at this firm, he helped to nurture and grow the business.
From 2013-2014, He worked for UBS Trust Company, Delaware, as Chief Trust Officer. Tim oversaw the fiduciary and new business responsibility for the company and successfully transformed the new business process to satisfy internal audit and regulatory review.
Tim has also advised advanced estate planning techniques to ultra-high net worth individuals. His experience includes grantor asset protection strategies, sale to intentionally defective trusts and post mortem death planning, as well as asset allocation based on risk and required rates of return to achieve financial goals.