"Dynamic forces are sweeping across the globe, reshaping our lives and creating a wave of new investment opportunities."
Identifying the main drivers of long-term change is key to investment success in the 21st century.
"The wealthy are feeling optimistic and financially secure, but many are overlooking hidden risks that threaten to derail their wealth and family health goals." - Chris Hyzy, Chief Investment Officer
Our survey of high net worth Americans found that family health has emerged as the new risk to family wealth.
"INSERT QUOTE." - Chris Hyzy, Chief Investment Officer
The New Issue Features:The Big Fix BeginsWomen and Wealth
"The core of the 2012 Tax Act once again extends most of the so-called Bush tax cuts, but that's not all...
Find out what the agreement to avert the fiscal cliff looks like.
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06/05/2013 - by Dennis Moon
Without the proper planning, accepting gifts of real assets today can lead to unexpected and potentially costly consequences. Are you prepared?
05/31/2013 - by Susan Walton
Their goal is simple: to make the world a better place. But to do so, foundations must navigate a complex framework of standards and rules.
05/10/2013 - by Mark Foley
Help protect against inflation by adding some cellulose (in this case, trees) to your portfolio.
05/06/2013 - by Jason Baron
By applying a gender lens, investors can align their portfolios with the goal of supporting gender equality while seeking a market rate of return.
05/02/2013 - by U.S. Trust
Delaware Incomplete Non-Grantor (DING) trusts are designed to shift state income tax from the grantor's state of domicile to a trust located in a more favorable tax jurisdiction, such as Delaware.
05/01/2013 - by U.S. Trust
Because unique attributes distinguish them from other asset classes, nonfinancial assets may offer you valuable financial benefits while often also providing personal benefits.
04/01/2013 - by U.S. Trust
Read our outlook and perspectives on an overall positive stock market environment.
03/31/2013 - by U.S. Trust
After a lull, emerging markets could leap back to life in 2013.
Explore our current top ten investment themes for 2013.
The world is always changing—new forces and counterforces are always at work in the global economy, presenting risks and opportunities for investors. Our thematic research reflects the dynamic global changes of our time and includes solutions to potentially benefit from these trends.
03/29/2013 - by U.S. Trust
The need for more energy and energy infrastructure remains a long-term global investment theme.
03/15/2013 - by U.S. Trust
With trillions of dollars available to be transferred to subsequent generations in the coming years, the importance of estate planning has never been greater. Are you prepared?
02/15/2013 - by U.S. Trust
The more successful and established entrepreneurs become, the more likely they are to want a more formal mechanism for giving.
02/08/2013 - by U.S. Trust
When it comes to investing, charities, foundations and other nonprofit organizations share some basic objectives with most other prudent investors, whether individuals or businesses.
01/15/2013 - by U.S. Trust
There are renewed calls, and fresh reasons, for America to produce all its own energy. Here's how we think it could happen — and how investors could benefit from it.
01/10/2013 - by U.S. Trust
Mortgage interest rates are at their lowest levels in decades. At the same time, we're emerging from a period when there's been tremendous real estate devaluation, especially in residential real estate.
01/03/2013 - by U.S. Trust
Offers our continued thesis heading into 2013 which was that greater transparency on the fiscal front would help unleash underlying cyclical momentum and spark a long-awaited reallocation of capital for both businesses and investors.
01/02/2013 - by U.S. Trust
While aggressive monetary policy has been the most important catalyst for stabilization and rising asset prices in the past few years, fiscal policy should take the lead in 2013.
12/10/2012 - by Dennis Moon
Growing populations and nascent middle classes are forcing more countries to increase their grain imports — and the United States is still a major exporter. Smart investors are taking note.
11/14/2012 - by U.S. Trust
It's a common question, but focusing on credit quality provides the most relevant answers.
11/12/2012 - by U.S. Trust
When owning timberland, a key aspect is managing your timber sale tax. Will the IRS will view the sale as ordinary income, or will you be able to report the income as long-term capital gains, resulting in a lower tax rate.
11/07/2012 - by Mitchell Drossman
Highlights the implications of the presidential election results on investment opportunities, tax and estate planning, the fiscal cliff and more to help you learn about the choices you face, the decisions to consider and the timing of your actions.
10/23/2012 - by U.S. Trust
Years of determined monetary policy experimentation by the U.S. Federal Reserve and—now—central banks in Europe, Japan and China could finally be close to achieving their goal of balance sheet repair and reflation. Nominal growth should ultimately produce enough cash flow to create a sustainable recovery and lower the unemployment rate in the U.S.
10/19/2012 - by U.S. Trust
Explores potential tax planning implications based on possible election outcomes.
10/15/2012 - by Chris Heilmann
Family Wealth Services – Features our comprehensive, values-based approach to meeting the wealth management needs of our clients and their families.
10/10/2012 - by Chris Heilmann
At U.S. Trust, we are committed to addressing the wealth management needs of our clients and their families – as well as their extended families.
08/31/2012 - by U.S. Trust
As the balance of growth shifts from developed to developing nations, the world clamors for natural resources. Land capable of satisfying that demand can help investors reduce portfolio volatility and protect principal, while providing steady income or appreciation as well as a hedge against inflation.
08/20/2012 - by U.S. Trust
With news of the drought and hot weather affecting much of the nation, what will be the short and long-term effects of the drought on farmers, commodity prices, farmland in general, and food prices?
08/14/2012 - by John Arena
Fine art is a powerful financial asset that may be considered as part of your overall wealth management strategy such as using your collection as collateral to gain liquidity for other financial opportunities.
08/07/2012 - by Mitchell Drossman
Whether selling, giving or donating your art collection, early planning is critical to ensuring your goals are fulfilled.
08/01/2012 - by U.S. Trust
We are maintaining our "get paid to wait" strategy as policy uncertainties remain, but the next cycle is already building.
When it comes to investing, U.S. Trust focuses on your needs and best interests as we follow the fiduciary standard of care. This is more than just a standard of investing; it permeates everything we do for you, from planning to execution.
07/20/2012 - by Joe Curtin
Can you manage risk and find yield over the short term without sabotaging your goals for the long term?
06/30/2012 - by U.S. Trust
At U.S. Trust, constructing your investment portfolio is a purposefully designed and customized process that is integral to the success of a wealth management plan.
U.S. Trust's crossover strategy considers all fixed income assets—both taxable and tax-exempt—to create diversified, customized portfolios that optimize after-tax yield and after-tax total return.
06/28/2012 - by U.S. Trust
Just as your wealth structuring and investment needs demand insightful, sophisticated solutions, your banking and credit needs deserve the same level of expertise and attention.
06/25/2012 - by U.S. Trust
U.S. Trust has developed a multi-dimensional security selection process, designed to uncover companies that meet our rigorous financial review and excel at corporate social responsibility.
06/05/2012 - by Chris Hyzy
Read our latest perspective on recent market events in Europe. The latest developments are falling in line with what we expected and discussed in the Year Ahead ISO. However, in more fractious and less transparent times markets have a tendency to overshoot. This is where we are currently on the back of the latest market action.
05/01/2012 - by Ian Prior
03/20/2012 - by U.S. Trust
Modern technology and antiquated statutes can present estate administrators with unexpected challenges. That's the case for some estate administrators and executors today when executors search for important documents that are in digital form.
01/11/2012 - by Chris Heilmann
Educating children about the responsibilities of wealth can help keep them wealth-smart
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