Johnson Investment Counsel

Trust Company

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We help families manage wealth with sophisticated trust services for individuals, charitable organizations, endowments, foundations, and retirement plans.

Trust Company Body Text

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 incorrectly.

What are the Benefits of a Trust?

Services offered include: Managing Wealth Transfer, Avoiding Probate Court, Reducing Gift & Estate Tax, Special Needs Planning, Charitable Gift Planning, and Asset Protection.

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.