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North America

With dedicated teams of regional experts based in our offices in Miami, New York and Sioux Falls, we are extremely well-positioned to provide assistance to our clients and advisors based in North America.

A significant proportion of our client base comprises North Americans and other clients with links to the USA and Canada. We specialise in assisting high and ultra-high net worth families and individuals with US-linked wealth planning needs, regardless of nationality or domicile, such as foreign settlors with US beneficiaries or property and families that wish to establish a private trust company.

“JTC is acutely aware of the ever-changing landscape in both corporate and private client services and so invests in positive change. Our expert service offering moves with the times to flexibly meet client needs.”

What We Do

With offices in New York, Miami and South Dakota, JTC offers a comprehensive range of trust services for private and corporate clients, particularly those in the Americas and Asia with a US element to their planning needs.

With dedicated teams of experienced, qualified experts in Miami, New York and Sioux Falls, we are highly adept at servicing private clients based in North America.

Through JTC, high and ultra-high net worth private clients in Canada and the USA can access a comprehensive suite of trust and fiduciary services, including entity formation and administration, accounting and reporting and philanthropy and family office services. We can also facilitate the provision of citizenship and residency services in addition to offering a range of treasury services that include pooled and segregated cash management, foreign exchange and lending.

Our approach to holding client assets is highly flexible and we have within our teams an abundance of expertise in areas such as real estate, private equity, yachting and aviation.

Such is the depth of experience and know-how within our teams servicing North America, that our private clients with links to the region can be confident of identifying and establishing the optimal structuring solutions for their specific situation and objectives. We can provide straightforward structures and are equally comfortable working in partnership to create highly customised structuring solutions.

People

Offices

JTC is an international organisation with global reach and true cross border capability. Our services for North American Clients are directly supported from the following offices:

Latest

Winner ‘Trust Company of the Year (large firm) 2019 - STEP Private Client Awards

Winner ‘Family Offices: Client Initiative’ - Wealthmanagement.com 2019 Industry Awards

Winner ‘Family Offices: Client Initiative’ - Wealthmanagement.com 2019 Industry Awards

Winner - Wealthbriefing MENA Awards 2021 - Top Independent Trust or Fiduciary Company

JTC win Wealthbriefing European Awards 'top ‘Institutional Trust or Fiduciary Company’

Winner - Wealthbriefing European Awards 2021 - Top Institutional Trust or Fiduciary Company

JTC Group win eprivateclient Excellence Awards – Private Client Trust Company (listed/bank or PE owned) of the Year

Winner - eprivateclient Excellence Awards 2021 – Private Client Trust Company (listed/bank or PE owned) of the Year

ePrivate Client Top Trust Companies 2021

Tier 1 Top Trust Company 2021 - eprivateclient

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