Mega investment themes for the next decade.
If your portfolio is still positioned for a fragile economy (overweight in cash and bonds), it’s time to revisit your asset allocations.
Wealthy Americans are feeling more positive about their long-term financial prospects, a new survey reveals, but many seem unaware of pitfalls that could upend their expectations.
Wary of investments they struggle to understand, more investors turn to perhaps the most basic asset of them all: land.
As the old (pipelines, electrical grids, power plants) meets the new (drilling techniques, sources of fossil fuels, renewables), it’s time for an upgrade.
Is your view of private equity stuck in the past? If it is, you might be missing out on its future potential.
An ease with technology and a focus on effectiveness are helping a new wave of donors roll up their sleeves and change philanthropy.
Strengthening economies through ongoing philanthropic and volunteer investments in financial education.
Building an effective investment committee for your nonprofit organization.
As discussed in this issue’s feature “The Big Five,” there are five global themes heavily influencing the world economy — but how are they influencing each other? Click through to find out.
Connecting people, communities and cultures through support of the arts.
Gaining the expertise, support and guidance you need while maintaining your role as an individual trustee or executor.
Europe’s recession is dragging on, but there are reasons to be hopeful that the region can find a way out of its current malaise.
New mentoring initiatives highlight the bank’s commitment to advancing women leaders.
No major tax news does not mean no tax news — as this roundup of issues reveals.
Fiscal policy transparency and easy monetary policy should promote a stronger stock market.
Enjoy our content on the web or iPad wherever you are.
Facing a more onerous tax environment, wealthy clients should reassess asset allocation and location — with an eye on tax efficiency.
The nation’s first state has a tax and legal environment that can be as friendly toward trusts as it is toward business.
A thorough succession plan can help ensure you meet your goals for your business, your family and yourself.
Prepare yourself to tackle the unique challenges of transferring your business by answering these 10 questions.
A guide to understanding the conventional wisdom and common misconceptions of manager selection.
Your due diligence process will go smoother if you remember what to consider.
A recent survey offers insights into giving trends among the nation’s wealthiest households.
A closer look at two philanthropic trends in the nation’s wealthiest households
Until a cure is found for this debilitating and ultimately deadly disorder, information and preparation can be a huge comfort for families of the afflicted.
For almost a century, Bank of America has proudly supported the military through funding charitable organizations, offering banking services for service members, and recruiting and hiring veterans.
A U.S. Trust offering focuses on the unique and growing wealth planning needs of women.
The revised tax code — from permanently temporary to temporarily permanent?
Women, historically lagging men in education and earnings, have narrowed the gap and become an economic force.
Contrary to commentary predicting currency wars that evoke the 1930s, recent developments are actually the opposite of what happened then.
For some would-be superyacht owners, a strengthening economy may signal it’s time to reconsider that long-postponed dream acquisition.
Around conference tables and dinner tables, conversations about social investing are shifting to include the ways corporate social responsibility can create value.
Chief fiduciary executive is to be honored for his commitment to spreading awareness of the most common form of dementia.
An investor's guide to sidestepping pitfalls, identifying growth and capitalizing on the next big things.
If a nonprofit organization invites you to join its board, be sure to do your homework before saying yes. That means asking plenty of questions — like these.
A survey reveals distinct differences among three age groups of wealthy Americans.
Family members who learn to give together can create shared values that bind them to one another for generations.
Three views of an important investment category that’s poised to benefit from an economic recovery.
The most effective mortgage solutions require more than low rates and bargain house prices.
There are renewed calls — and fresh reasons — for America to produce all of its fuel. Here’s how U.S. Trust’s energy professionals think it could happen.
Meaningful opportunities for education and employment are integral to the long-term stability and well-being of our communities.
Access your portfolio through our new iPad app (and a revamped online site).
More, and younger, U.S. Trust clients are seeking the substantial benefits that trusts can provide for their children, spouses and other loved ones.
With very little time left before the new year (and a likely farewell to certain long-standing tax breaks), here are some important gift tax issues to consider.
China and other nations are shifting production to the United States — and turning long-held assumptions on their heads.
Open and ongoing communication between you and your portfolio manager is the key to a healthy investment management relationship.
Once counted out by commentators, the United States has regained its global economic dominance — and for the most basic of reasons.
A comprehensive, values-based approach to meeting the wealth management needs of our clients and their families