The comfort of knowing
your best interests are ours as well

When you work with us, you benefit from our long history of serving many types of clients, from families managing wealth across multiple generations to business owners, entrepreneurs and other creators of first-generation wealth. We can advise you and help create and implement highly personalized strategies.

  • Preserving your wealth
  • Helping you build a legacy
  • Sharing your wealth with the next generation
  • Planning for growth and succession in your private business
  • Supporting charitable causes that are important to you

Your trust and investment management relationship is supported by the strongest standard of integrity, trust and accountability: the fiduciary standard. Our commitment is to serve your best interests and place them ahead of our own. Of course, in doing so, we often seek to leverage the vast capabilities of Bank of America, including calling upon our partners and affiliates to assist us in providing you with the level of service you have come to expect from us. And, we do this with transparency and disclosure of conflicts.

Our History and Heritage

At U.S. Trust, we have a long and rich history of helping clients achieve their own unique objectives. Since 1853, we've been committed to listening, building long-term relationships, and helping individuals and their families realize the opportunities they create for themselves, their children, businesses, communities and future generations.

A few of our milestones include:

  • 1853: U.S. Trust becomes the first company in the nation to transact the business of a trust institution.
  • 1880: U.S. Trust serves as Corporate Trustee for the Panama Canal
  • 1906: Bank of Italy, today known as Bank of America, provides loans to citizens of San Francisco to rebuild after the earthquake.
  • 1998: NationsBank acquires BankAmerica Corp to create the first coast-to-coast retail banking franchise - Bank of America
  • 2007: Bank of America acquires U.S. Trust



History & Heritage

Private Banking

Investment Management

The Role of a Fiduciary

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Additional Resources

Working With U.S. Trust

Your team will be drawn from among the most respected and talented in their fields: institutional-quality investment strategists, economists and researchers.

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