Services

Trustee Services for
the US Market

JTC’s US trust services provide global solutions based out of Delaware, South Dakota and Wyoming to help wealthy individuals and families to manage their estate, tax and assets efficiently.

JTC is the only non-bank owned trust company in the US that provides Delaware, South Dakota and Wyoming trusts. We support clients who are based in the US and all over the world. Whether you seek trust formation, administration, or comprehensive estate planning, we provide the services you need.

In 2022, JTC acquired New York Private Trust Company, a Delaware non-deposit trust company.

JTC then acquired South Dakota Trust Company (SDTC) in 2023 and First Republic Trust Company of Delaware in 2024.

In South Dakota, we operate under both the JTC and South Dakota Trust Company brands, offering unparalleled expertise to clients seeking one of the most favourable trust jurisdictions in the world.

Our services include:

  • Trusts
    • Asset protection trusts
    • Directed trusts
    • Irrevocable trusts
    • Revocable trusts
    • Irrevocable life insurance trusts
    • Total return 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

“I am grateful for JTC Group’s patience and exceptional service, especially for finding solutions to all the obstacles. This would never have been possible without the team’s persistence and expertise.”

JTC Private Client

Providing the Best-Quality Trustee Services

Wealth structuring for wealthy families and individuals.

Navigating State Trust Law Advantages

JTC provides expert trust services from three of the top trust jurisdictions in the US: Delaware, South Dakota and Wyoming. This means we can choose the right solution to meet individual needs.

Legacy Preservation

Our team provide multi-generational wealth structuring, supporting the protection of family values and priorities for future generations.

Managing Complex Assets

JTC offers solutions for administering financial and non-financial assets, such as real estate, aircrafts or yachts, within your trust structures.

Find Your Local Team

Global
  • Global
  • Abu Dhabi
  • Austin
  • Austria
  • Bahamas
  • Boston
  • BVI
  • Cayman Islands
  • Delaware
  • Dubai
  • Guernsey
  • Hong Kong
  • Isle Of Man
  • Jersey
  • Labuan
  • London
  • Luxembourg
  • Malaysia
  • Mauritius
  • Miami
  • Netherlands
  • New York
  • New Zealand
  • San Jose
  • Singapore
  • South Africa
  • South Dakota
  • St. Louis
  • Switzerland
  • Virtual | Zoom

Your Experts

JTC’s US trust specialists provide personalized solutions for succession planning.

Jim Paladino
Co-Regional Head – USA – Private Client Services
PCS
Matt Tobin
Co-Regional Head – USA – Private Client Services
PCS
Gregg Homan
Head of Strategic Partnership for JTC USA – Private Client Services
PCS
Marina Cristiani
Senior Director – Head of New York – Private Client Services
PCS
Shawn Wilson
Senior Director – Private Client Services
PCS
William Blewett
Senior Director – Private Client Services
PCS

Insights from Our
US Trust Experts

Explore JTC’s expert insights on US trust services.

Your Experts

JTC’s US trust specialists provide personalized solutions for succession planning.

Matt Tobin
Co-Regional Head – USA – Private Client Services
PCS
Gregg Homan
Head of Strategic Partnership for JTC USA – Private Client Services
PCS
William Blewett
Senior Director – Private Client Services
PCS

Let’s Bring Your Vision to Life

From 2,300 employee owners to 14,000+ clients, our journey is marked by stability and success.