Trust And Wealth
WEALTH PLANNING AND MANAGEMENT
INTEGRATING YOUR PERSONAL AND FINANCIAL AFFAIRS
By thinking holistically about all aspects of your wealth, we develop customized strategies to help pursue your unique goals. Wealth structuring can help you address issues including:
- The cash flow required to help meet your lifestyle
- The investments needed to help meet long-range objectives
- The most effective way to pursue estate planning goals
- The tax implications of the many aspects of managing and transferring your wealth
TRUSTS AND ESTATES
SHAPING YOUR LEGACY AND TRANSFERRING YOUR WEALTH
For more than two decades, JATB has been helping many of the world's wealthiest families build estate plans and implement wealth transfer strategies. We provide a team who can work with you to build a sound estate plan that may help you:
- Control the transfer of wealth to those you care about
- Fulfill important philanthropic commitments
- Reduce estate taxes
- Maintain your privacy
- Protect assets from creditors and other third parties
- We can help you and your attorney establish trusts to provide financial security for your spouse or partner, pass assets to future generations and charities and reduce estate taxes, as well as provide for financial and investment management during your lifetime. We bring our extensive knowledge and experience to bear in helping clients manage their trusts whether we are serving as agent for trustee or corporate trustee.
CHARITY
MAKING YOUR CHARITABLE GIVING MORE FULFILLING AND EFFECTIVE
We offer you personal support and an array of tools to help you and your family assess your charitable goals, values and interests. We provide a philanthropic specialist who can help you understand a range of important considerations, including how to:
Implement your plan
Identify the best-qualified grant recipients
Monitor the impact of your efforts
We can help you design and implement a philanthropic strategy that helps you fulfill your values-based commitments in a way that is consistent with your lifestyle.
Contact Us via secure message centre to learn more about philanthropy.
CUSTODY SERVICES
BENEFITING FROM THE EXPERIENCE OF DEDICATED CUSTODY SPECIALISTS
Joint American Trust Bank is the custodian of choice for many sophisticated investors with extensive and complex holdings. Whether you manage your own portfolio or work with multiple brokers and investment managers, we can structure a personalized custody program that simplifies portfolio and trade monitoring and helps meet your specific safekeeping, service and information needs.
Professional Advisers
It is imperative that we notify our clients/customers, shareholders/investors that JATB is going through a phase in our polio-review. JATB is still committed to giving the same outstanding service but in a better and clearer manner. Due to this polio-review, JATB may unveil new service designs this would not in any way affect your account status as our client or your financial position as a shareholder or investor.
We apologize for any inconvenience this may cause you and we guarantee this would not affect any financial engagement on the platform. We apologize for posting this now, we only wanted to make sure we are ready for the paradigm shift. For further information, please contact the Joint American Trust Bank Client services team on info@jointatb.com (7am to 5pm PST daily).
