At U.S. Trust, we understand the extraordinary opportunities and challenges that define your life, and we apply our wealth of expertise to help you successfully manage these complex issues. Led by your advisor, our specialists work with you to design a strategy that aligns with your values, addresses your evolving needs, and builds the legacy you want to establish for future generations.

We understand you are unique

After more than 150 years of working with individuals and their families, we know first-hand that your distinct values, family needs, businesses and interests are the most important considerations when it comes to managing your wealth. That’s why we start by listening—getting to know you and learning from you—before we craft a plan to advance your short-term goals, your legacy and your plans for future generations.

We work with you as a team

In addition to a dedicated advisor, your team can include a highly-credentialed wealth strategist, portfolio manager and trust officer, as well as other specialists to suit your particular situation. And since each team focuses on a select number of clients, we’re uniquely positioned to better understand your needs, work with you to create an appropriate strategy, and deliver proactive and ongoing advice.

We apply the highest standards of care

We know that integrity, transparency and accountability are critical to building your trust. As your fiduciary, we approach each investment decision focused on your needs and best interests. This standard permeates everything we do for you, from planning to execution.

We take a wealth planning approach

If your needs are multi-dimensional and span several generations, you may require a comprehensive wealth strategy that not only includes investment management, but also takes such needs as trust, estate, tax, philanthropic, and customized credit into consideration. We believe that bringing these elements together can contribute significantly to the success of your overall wealth management plan.

We deliver distinctive investment insights and strategies

Our team of specialists includes dedicated investment strategy and analysis experts who deliver portfolio guidance—from broad investment themes to specific asset class weightings—to better inform each customized portfolio we deliver. Your dedicated portfolio manager is on point to align your plan with the firm’s institutional viewpoint, ensuring it reflects your unique objectives and is integrated into your overall wealth strategy.

We have the depth and breadth to help you reach your goals

As a full-line private bank, we balance an intimate client experience with access to extensive resources– including traditional, specialty asset, alternative, and capital market investment solutions, as well as customized credit and banking offerings.