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Trustee Services for the US Market

JTC acquired New York Private Trust Company, a Delaware non-deposit trust company, on 1 November 2022. This broadened JTC’s range of trust services in the US market; we now offer Delaware, South Dakota and Wyoming trust services from the US.

“We offer best in class trustee services to clients based in the US and around the globe.”

What We Do

We help wealthy 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 USA, with private client offices in Delaware, South Dakota, New York and Miami. The team is highly experienced in structuring wealth for US residents, as well as for clients with international cross-border needs.

Our services for the US domestic market include:

 

  • Trusts
    • Asset protection trusts
    • Credit shelter trusts
    • SD directed trusts
    • Irrevocable trusts
    • Revocable trusts
    • Irrevocable life insurance trusts
    • Total return trusts
    • Special needs trusts
    • Private Trust Companies
  • Agent for the executor
  • Agent for the trustee
  • Succession planning
  • Escrow services
  • Endowments
  • Special assets
  • Private Office services
  • FATCA/CRS reporting
  • Accounting services, including principal and income accounting
  • Real estate services

People

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Timothy Carroll
Head of Trust and Fiduciary - Americas - Private Client Services South Dakota
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Gregg Homan
Head of Domestic Business Development - Americas - Private Client Services Miami
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Shawn Wilson
President and Chief Trust Officer - Private Client Services Delaware
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Kathleen Parsons
Vice President - Strategic Partner Relationship Manager - Private Client Services Delaware

Offices

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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 85% 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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