JTC Expands Private Capital Services With Four New Hires
The firm added four specialists to bolster business development across the United States and Latin America.
Updated on Oct. 15, 2026 in Financial Services

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JTC has announced the appointment of four new professionals to its Private Capital Services division. These hires are tasked with strengthening business development and client relationships throughout the Americas.
Why it matters
The company aims to establish itself as a primary partner for wealth advisers as high net worth individuals increasingly seek fiduciary structures to manage and preserve their assets.
JTC added four business development specialists to a firm currently operating within a market where total US household wealth exceeds $150 trillion. This strategy targets a projected $80 trillion in generational wealth transfer expected by 2045.
The players
JTC
JTC is a global provider of fund, corporate, and private client services that administers assets for high net worth individuals and institutional investors.
Mariano Marco
Mariano Marco serves as the head of client services for Latin America and previously worked at JTC for seven years.
Michael Schiff
Michael Schiff is a director of business development with over 30 years of experience in the legal and private client industries.
The details
The new team includes Mariano Marco as head of client services for Latin America, Michael Schiff as director of business development, Sam Traxler as senior director of strategic transformation, and Matt England as regional business development officer for the Midwest. These professionals will focus on building relationships with legal, accountancy, and investment sector partners to establish trust administration services with regional banks.
Timeline
The projected generational wealth transfer is expected to reach $80 trillion by 2045.
Market Landscape
JTC is positioning itself to capitalize on the Great Wealth Transfer by scaling its regional presence in the Americas. This move mirrors broader industry efforts to capture market share among advisers managing significant multi-generational portfolios.
Clients and wealth advisers may see improved access to fiduciary structures and expanded trust administration partnerships across the United States. These additions aim to provide more robust support for complex wealth management needs within the region.
The takeaway
As substantial generational wealth shifts occur, firms are increasingly focusing on specialized fiduciary services to capture new clients. Advisers should evaluate whether their current trust administration partners are equipped to handle complex multi-generational estate planning needs.
Further reading
Learn more about the evolving landscape of Financial Services.
Source note: This article includes information reported by International Adviser.
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