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In a dynamic financial marketplace, intellectual capital is often as valuable as financial capital. It is essential to identifying opportunities and assessing risk, and to developing sophisticated, innovative solutions.
The recommendations of your client advisor and specialist team are informed by institutional-quality investment strategists, economists and researchers resident within U.S. Trust and across all areas of Bank of America.
In an environment that constantly presents new challenges, our vigilance, analysis and insights create new intellectual capital, enhancing our ability to serve you.
Our goal is to deliver top-tier performance by leveraging our expertise both in proprietary asset management and in evaluating and selecting external managers across the investment spectrum.
Decisions regarding how to structure your wealth are among the most critical you will make. At U.S. Trust, we partner with you and your other advisors to help create a multi-faceted plan to build and preserve your wealth.
Credit can be an important component in structuring wealth management strategies to achieve your goals. We also offer banking services that can make it easier to manage your day-to-day finances.
The U.S. Trust Family Office draws on powerful global resources to meet the needs of individuals and multigenerational families with substantial wealth.
Our philanthropy specialists can counsel you on the fundamental building blocks of strategic philanthropy.
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WORKING WITH U.S. TRUST ®
Your team will be drawn from the most respected and talented in
their fields: institutional-quality investment strategists, economists and researchers.
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INFORMATION FOR ATTORNEYS
U.S. Trust is committed to building deep, lasting relationships with clients and families. Among the capabilities of immediate importance to many attorneys is the ability to serve as agent in carrying out many of the details of administering a trust or estate, or to assume the full responsibilities as Trustee or Executor/Personal Representative.
Attorneys seeking guidance on the designation of U.S. Trust in documents you might be drafting on behalf of your clients, please click here
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