When setting up a trust, your choice of a wealth management partner matters. At JL Bainbridge, we work closely with estate attorneys to manage the investment accounts within trusts—ensuring transparency, fiduciary alignment, and a seamless client experience.
We specialize in working with clients that have a need for trusts and offer tailored portfolio management that aims to deliver against the financial plans and goals of the beneficiaries while adhering to the distribution requirements of the trust. This enables you to stay focused on the legal structure while we handle the investment execution.
At JL Bainbridge, our management of trusts was built with estate attorneys in mind. We respect the trust document and your role in crafting it. We stay in our lane—delivering on the investment management and distribution execution with precision, clarity, and responsiveness. As your partner, we serve as an extension of your team—relationship-first, always professional.
With over $1 billion in assets under management (as of 01/31/2025) and four decades of experience, we’re proud to support your clients’ legacy with the care and integrity they deserve.
If you’re seeking an established partner to manage the assets inside your client’s trust, contact John B. Leeming, CFP®, President and CCO, today. We’d be honored to collaborate with you.
*Testimonials presented above are provided by attorneys who have worked with JL Bainbridge in a professional capacity. No compensation was provided for these testimonials. The experiences described may not be representative of the experience of all attorneys that have worked with JLB. Past performance is not a guarantee of future performance or experience.
JL Bainbridge does not act as a trustee. We manage assets within trusts in accordance with trust documents and the counsel of trust attorneys. Clients of Trust Services will enter into separate agreements with JL Bainbridge. Clients are under no obligation to utilize the services of any referred services and may discontinue based on the terms of the agreement with the provider. The information provided in this article should not be considered a recommendation or investment advice. Investment management services are only available to those who become clients through written agreements.