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Opportunity Zone Fund Administration Factsheet

Boston / San Jose

At JTC we’ve put together an industry-leading track record of supporting and tracking complex tax-deferred investments and government-regulated investment programs, with more than 25 years in the business. Our former General Counsel developed significant tax-deferral guidance while working at the IRS National Office. Combined with our institutional-quality private equity fund administration capabilities, we are uniquely positioned to help Opportunity Zone Fund managers navigate this new and rapidly evolving marketplace.

Find out how our Opportunity Zones solutions can help you by downloading the solution sheet!

Our resources and strengths

We value shared ownership

We operate around the principle that if our people have a stake in the business, they will do a better job for our clients.

We invest in people

Over 83% of our employees hold a relevant professional qualification or are working towards this through our dedicated JTC Academy.

We embrace technology

We operate a variety of best-in-class systems to deliver and maintain an impeccable standard of administration and use technology to innovate in both service delivery and efficiency.

We value relationships

We aim to work with clients who share our belief in the importance of building strong relationships over time.

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