In today’s complex and ever-evolving world of wealth planning, financial advisors need more than just service providers—they need strategic allies who understand the intricacies of trust law and deliver consistent excellence across multiple jurisdictions. JTC Group is that partner. As a global professional services firm with expertise in the trust and fiduciary fields, JTC offers advisors a blend of technical proficiency, geographic reach, and unwavering commitment to personalized service.
In an interview with The Wealth Advisor’s Scott Martin, Matt Tobin and Jim Paladino, Co-Regional Heads, USA, Private Client Services at JTC, discussed how their firm’s distinctive approach to trust administration creates value for financial advisors and their clients. JTC’s ability to navigate complex cross-border structures—while prioritizing relationship-based service—positions the firm as a preferred partner for financial professionals managing sophisticated client needs.
Strategic Multi-Jurisdictional Presence
For financial advisors, the choice of jurisdiction plays a critical role in crafting effective and flexible trust solutions. JTC’s footprint in trust-friendly states gives advisors the ability to tailor structures to client goals with greater precision.
“We are where clients and advisors want us to be,” says Tobin. “We are in the right states with the best trust laws. That’s something that distinguishes us from other advisors.” JTC’s operations span Delaware, South Dakota, and soon Wyoming—three jurisdictions renowned for their favorable trust laws.
And the firm’s reach doesn’t stop at U.S. borders. “Not only are we growing our business here in the US, JTC is known worldwide to provide the best-in-class trust administration services, whether it’s in the Middle East, Asia, Europe, or anywhere in the world,” Paladino notes.
Through strategic acquisitions including New York Private Trust Company in Delaware, South Dakota Trust Company, First Republic of Delaware, and soon to be Citi Trust offices worldwide, JTC has built a global network that addresses the increasingly international nature of wealth. When advisors work with clients managing cross-border assets and international family ties, JTC’s worldwide capabilities become invaluable—allowing seamless administration regardless of whether family members reside in New York, London, Singapore, or Dubai.
Service Excellence Through Top Talent
JTC’s competitive edge isn’t just about geography; it’s about people. The firm’s emphasis on recruiting and retaining top talent ensures advisors have access to subject matter experts who understand the nuances of complex wealth structures.
“We have a professional team with a hands-on approach,” Tobin says, highlighting how their reputation has grown through consistently helpful interactions with financial advisors and attorneys—whether sourcing new opportunities, onboarding clients, or addressing complex questions during administration.
The firm’s dedication to service excellence stems from understanding that trust administration is fundamentally a relationship business. By fostering a culture centered on client and advisor needs, JTC creates a more united experience than might typically be found with other corporate trustees.
“The number one thing we do is we listen,” Paladino says. “We listen to the trust advisors; we listen to the goals of the clients. And then what we could do is help provide flexible solutions not only for today, but far into the future for children, for grandchildren, and for all future beneficiaries of the trust.”
This attentive, client-first mentality allows JTC to deliver customized solutions that evolve with families over time, making financial advisors more effective in their role as stewards of long-term wealth.
Independent Status as a Competitive Advantage
JTC’s position as the only independent, non-bank-owned trust company operating in Delaware, South Dakota, and Wyoming offers a key advantage to financial advisors seeking client-aligned solutions.
“We offer flexible trust administration services,” Paladino notes. “Clients are free to select any investment manager that aligns with their needs and financial objectives.”
The independence from banking constraints enables JTC to work seamlessly with investment advisors, insurance specialists, attorneys, and accountants without pushing exclusive products or services. JTC can work in a truly open-architecture environment. Advisors retain control of the investment relationship while benefiting from JTC’s trust administration experience. And thanks to the company’s independence, decisions can be made quickly and efficiently—a major asset during times of market uncertainty or family transitions.
Solutions for Traditional and Emerging Challenges
Today’s financial advisors face a mix of long-standing wealth transfer concerns and emerging planning challenges, from generational wealth transfer and tax optimization to privacy protection and cross-border compliance.
“The concerns related to passing wealth from one generation to another—how to successfully do it, how to do it confidentially or privately, how to do it on your terms—have always of course been a major issue and continue to be a significant issue,” notes Tobin. “Other considerations include taking advantage of estate planning opportunities, the rules as they are, and wanting to set things up in an efficient manner.”
That’s why the right partner matters. Estate planning today takes a great deal of coordination, clearer communication, and customized solutions. “There are more things to work through with the client to make sure that they get the estate plan right,” he adds.
Today’s planning environment offers advisors more flexibility than ever before, with tools such as spousal lifetime access trusts (SLATs), dynasty trusts, and other advanced structures designed to protect and grow wealth across generations. Through modern dynasty trust planning, families and advisors can create flexible solutions that withstand changing conditions while addressing tax efficiency, confidentiality, and other client priorities.
“We live in uncertain times that leave everyone staying up later at night and worrying about things,” Paladino says. “Our goal, working with the trust advisors all across the country, is helping all of our clients sleep better at night.”
The JTC Difference: Integration of Global and Domestic Excellence
JTC’s recent expansion is more than just growth—it’s a fusion of top-tier talent, capabilities, and shared values. The firm’s acquisitions are guided by a unifying vision of high-touch service and collaboration.
“JTC is growing with a coming together of many great institutions here in the US, underpinned by JTC’s shared ownership model, which drives collaboration, and a united drive to deliver the best-quality service for clients,” Paladino explains. The firm’s expansion preserves established relationships while adding new capabilities.”
JTC’s expanded global platform brings additional specialized resources to advisors. “Being part of a larger group means we are also able to support our clients in ways we could not previously,” Paladino says.
With added scale comes added capability. The firm now offers specialized services such as a dedicated Private Office team for family governance and succession planning. JTC’s team of experts, based across offices in multiple jurisdictions, takes a holistic approach, providing support that transcends borders and generations.
Despite its global scale, JTC’s core values haven’t changed, and exceptional service remains at the heart of everything they do. “Service is our top priority,” Tobin says. “Combined with our subject matter experts, this service model is: answer the phone, return emails, reach out, ask questions, get engaged.”
For financial advisors who need a partner that’s as forward-thinking as it is dependable, JTC delivers a rare combination: global scale, local expertise, and personalized service. Whether navigating traditional estate planning or exploring emerging strategies, JTC is the partner that helps advisors deliver more value to their clients—and do it with trust.
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