Trust Services: Securing Opportunities for Generations
We are passionate about helping families manage wealth from generation to
generation. Johnson Trust Company provides highly personalized, sophisticated
trust services for individuals, charitable organizations, endowments, foundations,
and retirement plans. We integrate experienced, consistent, fiduciary expertise
and coordinated investment management to implement the estate plan that
meets your goals.
How Financial Trust Services Are Different
Preserving wealth requires more than wise investing. Successful wealth
management involves planning not only for the near term, but for generations.
Trust services, estate planning, and implementation are equally important,
because even the greatest of plans will fail if it’s implemented incompletely or
What are the Benefits of a Trust?
Private Wealth Management: It’s a Matter of Trust
Professional: We attract and retain investment and trust services professionals with long-term
experience and expertise in developing and implementing innovative wealth,
trust, and estate plans. Always a partner, Johnson Trust Company works in
concert with your attorney and other advisors to ensure communication,
consistency, and innovation in your estate plans.
Personal: You will have a consistent, personal relationship with an experienced trust
professional who is dedicated to implementing your plans using customized
knowledge of your family relationships and goals. As an independent firm, our
trust professionals can focus on client service, rather than on sales quotas.
Passionate: Our passion for creating customized wealth management and estate plans
tailored to your family’s unique needs and goals translates to long-term, personal
relationships with our clients that often last through multiple generations.
Our Estate and Trust Services
About Johnson Trust Company
Johnson Trust Company is an Ohio-chartered trust company, regulated by the
Ohio Division of Financial Institutions, and audited annually by an independent auditor appointed by the non-employee members of our Board of Directors.
Johnson Trust Company is a subsidiary of Johnson Investment Counsel, Inc.,
where we integrate the private trust services of Johnson Trust Company,
investment management by Johnson Private Client Group, and charitable gift
services of the Johnson Charitable Gift Fund.
Johnson Trust Company is a subsidiary of Johnson Investment Counsel, Inc. We
provide estate planning, charitable gift planning, sophisticated private trust
services, and executor and estate settlement services. If you have questions or
want to learn more about Johnson Trust Company, please contact us.