America's Most Advisor-Friendly Trust Companies 2024 - 25

2024 AMERICA'S MOST ADVISOR-FRIENDLY TRUST COMPANIES
JTC GROUP
Gregg Homan
Head of Strategic
Partnerships for JTC
USA (PCS)
JTC Trust Company (Delaware) Limited
JTC Trust Company (South Dakota) Limited
South Dakota Trust Company
www.jtcgroup.com
JTC is the only trust company
in the US with state charters
in both Delaware and South
Dakota, which are the premier
and most forward-looking
trust jurisdictions.
Our recent purchase
of South Dakota Trust
Company (SDTC) makes JTC
the largest, most diverse
independent trust company
in the US. We also service
private trust companies in
Wyoming, and we have sales
offices in Miami, New York
and San Jose. We have over
180 private client specialists
in the US alone and 630
worldwide.
We serve high-net-worth
and ultra-high-net-worth
domestic and international
individuals and families.
Our independence and
experience enable us to bring
an objective perspective to
the complexities of wealth
administration.
In addition to offering
traditional domestic and
international trustee services,
JTC offers family governance
services, 1031 exchange
services, EB-5 trusts, escrow
and RORA/Director services,
among others.
We build long-lasting client
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
relationships and always
strive to deliver the gold
standard of client service.
QUALITY
JTC Group is a publicly listed, global professional services business with deep
expertise in trust administration, fund, corporate and private client services with
over 1,700 employees. Over the past 36 years, JTC has built a reputation as
one of the world's most trusted financial services partners for institutional and
private clients. We have done this by combining sector-specific expertise with
a top-quality team that cares about delivering the best possible service for our
clients. Every JTC person is an owner of the business, and this fundamental part
of our culture aligns us with the best interest of all our stakeholders.
JTC IN THE USA
At JTC, we provide top-quality Delaware, South Dakota and Wyoming trust
services in the US. We are highly experienced in structuring wealth for clients
who are based in the US, as well as for those with international cross-border
needs. We also provide services from our international offices, including those
in the Cayman Islands, the BVI and the Bahamas. Our strategy is to continue to
grow in the US and to further develop our US domestic trust services in what is a
large and growing market. In 2022, we acquired New York Private Trust Company
( " NYPTC " ), a Delaware-chartered non-deposit trust company, and in 2023, we
completed the acquisition of South Dakota Trust Company ( " SDTC " ), the leading
independent provider of administration services to the US personal trust sector.
These acquisitions established JTC as the leading independent provider of
trust and administration services to the US personal trust sector, significantly
strengthening and scaling JTC's US platform.
TRUST TYPES AND OFFERING
*
*
*
Revocable Trusts
Irrevocable Trusts
International Trustee Services-including cross-border planning for both US
and foreign citizens
* DE & SD Asset Protection, Directed and Dynasty Trusts
*
Discretionary Trusts
*
*
*
*
*
Charitable Trusts and Foundations
Non-Profit, Endowments and Foundations
Escrow Accounts
* EB-5 Trusts
*
1031 Exchange Funds
RORA/Director Services
Wyoming Private Trust Company Services
STRATEGIC FEATURES
47 ED I T A B L E L I N E I C O N S S E T
PROJECT
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH
CLIENTS
CREATION OF ASSET
PROTECTION TRUSTS
CONTRACT
CROSS-BORDER ESTATE
PLANNING
GROWTH
BUSINESS
STRATEGY
ORGANISATION
STRATEGY
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
REPORT ANALYSIS
47 ED I T A B L E L I N E I C O N S S E T
INVESTMENT
ORGANISATION
ADVERTISING
ESTATE PLANNING FOR
BLENDED FAMILIES
ACHIEVEMENT
TAKE OVER
CAPITAL
FINANCIAL ADVISOR
MANAGING
PRESENTATION
BUSINESS
STRATEGY
PROBLEM SOLVING
ACHIEVEMENT
CAPITAL
QUALITY
FINANCE
DIRECTION
REPORT
WORKFLOW
STRATEGY
REVENUE
VISION
DEFENSE STRATEGY
BUSINESSMAN
IDEA
PROJECT
DECISION MAKING
PLANNING
BANKRUPT
FINANCIAL ADVISOR
MANAGING
FOUNDATIONAL ESTATE
PLANNING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TAX
ESTATE PLANNING FOR HIGHNET-WORTH
INDIVIDUALS
TIME IS MONEY
CONTRACT
REPORT ANALYSIS
ORGANISATION
PRESENTATION
CALENDAR
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
VISION
BUSINESSMAN
IDEA
INNOVATION
BOARD MEETING
PRODUCTIVITY
PHILANTHROPIC ESTATE
PLANNING
RETIREMENT ASSET
ESTATE PLANNING
47 ED I T A B L E L I N E I C O N S S E T
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
PROJECT
CONTRACT
SUSTAINABLE ESTATE
PLANNING
GROWTH
ORGANISATION
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
INVESTMENT
ORGANISATION
ADVERTISING
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
TAKE OVER
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
U.S. ESTATE AND TAX
PLANNING FOR
TAKE OVER
NONRESIDENT ALIENS
DEFENSE STRATEGY
25
Number of in-house
experts: 180 in the US alone
and 630 worldwide within
Private Client Services
Trust accounting system:
FIS-Charlotte
Supports directed trusts: Yes
Supports delegated trusts: Yes
Typical timeframe for
acceptance of new trust:
5-10 business days
Marketing support includes:
Client presentations, client
meetings, client materials,
factsheets, online/face-toface
training sessions
New business contact:
Gregg Homan
Head of Strategic
Partnerships for JTC USA
(PCS)
Phone: (215) 740-8223
Email: gregg.homan@
jtcgroup.com
Website: Gregg Homan-JTC
Group
CONTACT
States chartered/licensed
in: Delaware (x1) / South
Dakota (x2) + international
licenses
Average account size:
$25,000,000
Total assets (AUA): Over
$335 billion worldwide
Custodians supported:
UBS, Fidelity, First Clearing,
JPMorgan, Pershing,
Raymond James, RBC, Stifel,
TD Ameritrade, US Bank,
Wells Fargo, Charles Schwab,
Goldman Sacks, Merrill
Lynch, Morgan Stanley
Number of relationships
with advisors: +5,000
Fees
Annual minimum fee:
Directed $8,500; Delegated/
Discretionary $12,000
Fee scale (directed trust and
delegated trust services):
We offer fair and transparent
pricing, which we discuss
with clients or their advisors
individually.
https://www.jtcgroup.com/people/gregg-homan/ https://www.jtcgroup.com/people/gregg-homan/ http://www.jtcgroup.com https://www.jtcgroup.com/people/gregg-homan/
America's Most Advisor-Friendly Trust Companies 2024

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