Issue 25: 2013


New Family Wealth Services iBook


» Click here to access your account and more insights.

» Not a client yet? Click here to find an office or have us contact you.

This past October, in response to client feedback, U.S. Trust released a new iBook that highlights U.S. Trust’s Family Wealth Services offerings.

“As we rolled out the components of Family Wealth Services over the last few years, we discovered that our clients were excited about the breadth and depth of these programs,” says Chris Heilmann, U.S. Trust’s chief fiduciary executive. “They asked us if there was a way to package it all together, giving them an easy way to share it with friends and family members.

“The iBook was created to do just that,” he says. “It’s comprehensive yet concise, and takes full advantage of videos, dynamic infographics and other digital enhancements that work so well on iPads.”

Ask your U.S. Trust advisor how to download the Family Wealth Services iBook to your iPad.