America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 29
2026 ADVISOR-FRIENDLY TRUST COMPANIES
JTC
James Paladino
Regional Head of
Wealth Advisory –
USA – Private Capital
Services
JTC Group
New York: 575 Madison Ave, Fl 20, New York, NY 10022
Delaware: 200 Bellevue Pkwy, Ste 500, Wilmington, DE 19807
South Dakota: 140 N Phillips Ave, Ste 301, Sioux Falls, SD 57104
Wyoming: 170 E Broadway, Ste 100C, Jackson, WY 83001
www.jtcgroup.com
JTC Group is a, global professional services business with deep expertise
in trust administration, fund, corporate and private client services. JTC
employs over 2,500 people across 40 global offices. 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.
Within the US, JTC provides trustee services from three of the most respected
trust jurisdictions: Delaware, South Dakota and Wyoming. Each state offers its
own legal framework and planning advantages, while every structure we
administer is supported by the same fiduciary discipline, governance
standards and service philosophy. For families and advisers, this means
the flexibility to choose the jurisdiction that best suits their needs, with the
reassurance that the same standard of administration applies across all three.
Gregg Homan
Head of Strategic
Partners US – Private
Capital Services
At JTC, we help individuals and
families to manage their estate
and assets efficiently. We serve
high-net-worth and ultra-highnet-worth clients in the US
and abroad through a team of
specialists and private client
offices across key US jurisdictions.
Our offering includes customized
trust solutions in Delaware, South
Dakota and Wyoming. We work
from three states with one high
quality standard of service. Our
independence and experience
enable us to bring an objective
perspective to the complexities of
wealth administration.
Our bespoke solutions include
trustee services, the formation of
trusts, succession planning, tax
compliance and regulatory reporting
(FATCA/CRS reporting), accounting
services, real estate services as well
as luxury asset services. 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. JTC is
more than just a trust company
– because our experts are able
to help clients with their complex
succession planning and wealth
structuring needs, JTC is leading the
way in the evolution of the modern
US trust.
Families working with JTC benefit from a trustee offering built around
consistency, governance and long-term relationships. Across Delaware,
South Dakota and Wyoming, our approach remains the same: clear fiduciary
responsibility, disciplined administration and a service ethos grounded in
trust practice. That principle is simple: Three States. One Standard.
TRUST TYPES AND OFFERING
• Revocable Trusts • Irrevocable Trusts • International Trustee
Services–including cross-border planning for both US and foreign citizens
• 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
STR AT E G I C F E AT U R E S
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH CLIENTS
PHILANTHROPIC ESTATE
PLANNING
CREATION OF ASSET
PROTECTION TRUSTS
RETIREMENT ASSET
ESTATE PLANNING
CROSS-BORDER ESTATE
PLANNING
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
ESTATE PLANNING FOR
BLENDED FAMILIES
SUSTAINABLE ESTATE
PLANNING
New business contacts:
James Paladino and Gregg
Homan
Phone: (212) 642-8377 (Jim);
(215) 740-8223 (Gregg)
Email:
Jim.Paladino@jtcgroup.com;
Gregg.homan@jtcgroup.com
Website: Jim Paladino | JTC
Group; Gregg Homan | JTC
Group
CONTACT
States chartered/licensed
in: Delaware, South Dakota,
Wyoming + international
licenses
Average account size:
$25,000,000
Total assets (AUA): Over
$410 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
Fee scale (directed trust and
delegated trust services):
We offer fair and transparent
pricing, which we discuss
with clients or their advisors
individually.
Number of in-house
experts: 300 in the US, over
900 worldwide within Private
Capital Services
Trust accounting system:
FIS–Charlotte
Supports directed trusts: Yes
Supports delegated trusts: Yes
ESTATE PLANNING FOR HIGHNET-WORTH INDIVIDUALS
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
FOUNDATIONAL ESTATE
PLANNING
U.S. ESTATE AND TAX
PLANNING FOR
NONRESIDENT ALIENS
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
Disclaimer: JTC Group does not provide legal, tax or investment advice, and
no information provided by JTC Group should be construed as such.
29
Typical timeframe for
acceptance of new trust:
5–10 business days
Marketing support includes:
Client presentations, client
meetings, client materials,
factsheets, technical papers,
website, event, branding
