Identifying the main drivers of long-term change is key to investment success in the 21st century. We believe we are at the beginning of a secular growth phase for the U.S. economy driven largely by the rebalancing of global growth from the developed to the developing world. We focus on the long-term drivers, the macro forces and investment themes at play across industries that are taking us into the next growth cycle.

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March 2017 ISO: Too Much Growling and Howling

Buffaloes Stampede Bears

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2017 U.S. Trust Insights on Wealth and Worth®

Our Survey results reveal common success traits that create a picture of modern day wealth in America.

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Highlights from the 2016 U.S. Trust® Study of HNW Philanthropy

Our study reveals a passion for philanthropy but also uncertainty about the impact.

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Capital Acumen Issue 32

The art market is attracting new buyers and changing attitudes toward art as part of an overall financial portfolio.

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Art in a New World

The art market is attracting new buyers and changing attitudes toward art as a part of an overall financial portfolio.

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The Growing Adoption of Wind Power

The wind power industry is expected to deliver rapid job growth over the next decade.

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THE OWNER'S EMOTIONAL JOURNEY

Lessons Learned Before, During and After the Sale of a Business

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2017 Viewpoint: Shifting winds

Navigating Uncertainty with Specialty Assets

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Market Insights You Can Act On

Having the ability to have a pulse on what's going on around the world is absolutely critical.

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Alternative Energy: Powering a Brighter Future

Conventional sources are expected to continue to dominate the energy mix as the world moves toward a low-carbon economy

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Technology Is Disrupting Everything—Even Sneakers

CIO Chris Hyzy looks at game-changing innovation across industries and the often unexpected investment opportunities it's creating

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Sci-Fi M.D.: Moore's Law Meets the Hippocratic Oath

With technology generating futuristic advances, look for investment opportunities within healthcare — and beyond

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The Ripple Effect of Brexit

The repercussions of the UK's vote point to an uncertain future across the Eurozone and elsewhere.

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New Administration, New Realities for Investors

Optimism about the impact of President Trump's potentially pro-growth policies accelerates tectonic shifts in the markets.

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Five Investment Themes for 2017

Global equity markets are ending the year on a high note with solid gains for the fourth quarter so far in the U.S., Europe and Japan.

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PRESIDENT TRUMP: WHAT HIS TAX PROPOSALS COULD MEAN FOR YOU

Mitch Drossman discusses what tax-planning steps individuals and corporations should consider.

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The 2016 U.S. Trust® Study of High Net Worth Philanthropy

Who's Giving to Which Causes and Why

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Don't Fight the Fed

Despite unfavorable predictions from many economists, a stable dollar and the Federal Reserve's cautious stance seem to have staved off a global recession.

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Investing in Iran: Roses or Thorns?

In a nation newly open to foreign commerce, we find an abundance of investment opportunities — and caveats

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In Conversation With Jane McGonigal

Shall we play a game? The author and video game designer talks time, gaming and the future.

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IMPACT INVESTING: PEOPLE, THE PLANET AND PROFIT

As Impact Investing Comes Of Age, Investors Can Finally Seek a Better World and Return on Investment.

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Can China's Economy Bounce Back

DeAnne Steele on the depreciation of the yuan, the changing focus of the Chinese economy, and what it all means for investors.

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Business Owners: You, Your Family, and Your Business

Working with a global financial services company helps enable you to address — and simplify — both your business and personal financial lives.

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KEEPING PENSION FUNDING GOALS IN SIGHT

This white paper investigates the use of exchange-traded funds (ETFs) in pension funding strategies.

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Investing for Maximum Impact

Today's investors are using their portfolios to change the world-without losing return potential

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Addressing Memory and Your Family

There is no cure for cognitive decline, but we have a partial solution: being prepared for the unexpected.

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Rebuilding America: The Road Ahead

U.S. roads and highways, bridges and power grids, and other critical infrastructure have fallen into dangerous disrepair.

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Timberland as a Sustainable Investment

Timberland offers an opportunity to pursue both—an environmentally sensitive investment platform and financial advantages.

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Jackie VanderBrug, an investment strategist at U.S. Trust, highlights why women are growing into an economic superpower

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Women and Climate Change

Jackie VanderBrug, an investment strategist at U.S. Trust, describes how women may be especially vulnerable to the effects of climate change

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Direct Real Estate Investing

Commercial real estate offers the potential for attractive yields, capital appreciation and valuable tax benefits.

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A fixed income investment approach designed to optimize after-tax yield and after-tax total return

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Experiences shared and lessons learned from entrepreneurs who successfully sold or transferred their businesses to family members.

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Innovations like smart phones have changed the way we live. We're always on the lookout for technologies that are potentially disruptive.

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Intelligent Outsourcing

This white paper examines when the outsourced chief investment officer (OCIO) arrangement may be appropriate for an organization.

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The Power of Positive Teaching

Educating children about the responsibilities of wealth can help keep them wealth-smart.

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Mitch Drossman, U.S. Trust's national director of wealth planning strategies, discusses the midterm election results, their possible legislative impact, and the implications from a tax-planning perspective.

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Specialty Asset Management

Our Specialty Asset Management team can work with your portfolio manager and wealth strategist to integrate these real assets into your overall plan and portfolio.

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Transitioning America's Farmland

It's clear that over the next decade or so, much of America's farmland — now held or farmed by an aging generation — will need to be transitioned.

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From Best Practices to Next Practices

In search of long-term and sustained philanthropic impact.

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Making Specialty Asset Gifts Work for Your Organization

Without the proper planning, accepting gifts of real assets today can lead to unexpected and potentially costly consequences. Are you prepared?

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Women and Girls Equality Strategy

By applying a gender lens, investors can align their portfolios with the goal of supporting gender equality while seeking a market rate of return.

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The more successful and established entrepreneurs become, the more likely they are to want a more formal mechanism for giving.

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Family Wealth Services

Our comprehensive, values-based approach to meeting the wealth management needs of our clients and their families.

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The ElderCare Planning Program

We are committed to addressing the wealth management needs of our clients and their aging families.

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Personalized Banking and Credit

Your banking and credit needs deserve the same level of expertise as your investments.

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Customized Aviation Financing

Developing a financing strategy for your aircraft.

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Financial Empowerment

Prepare your children for the important financial opportunities that lie ahead.

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Financing a special and unique asset.

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