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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
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Marina Cristiani
Senior Director - Head of New York - Private Client Services New York
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Gregg Homan
Head of Domestic Business Development - Americas - Private Client Services Miami

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JTC completed its acquisition of New York Private Trust Company (NYPTC) on 1 November 2022. All usual contacts at NYPTC remain the same. Clients now have access to the wider JTC expertise services.