About Us

A team of advisors chosen for the expertise you need

At U.S. Trust, our goal is to structure a wealth management relationship that reflects the many ways in which your personal and financial lives intersect. We listen carefully, analyze thoroughly and assemble your wealth advisory team — skilled professionals who deliver proactive advice, anticipate challenges and maximize opportunities.

A proactive advisory relationship

Your life is dynamic and evolving. To be effective, your financial strategies must keep pace. Working to align strategies with your opportunities and circumstances is the role of your wealth advisory team. This team works together, analyzing information, sharing ideas and ensuring that each solution and recommendation we present to you is consistent with your overall strategy and U.S. Trust relationship.

Your wealth advisory team is led by a private client advisor and may include a portfolio manager, private client manager, wealth strategist and/or advisors in the areas of credit, trusts and philanthropy. Supporting them are specialists in the technical aspects of a broad range of financial disciplines. Your team will meet regularly to review your relationship and propose solutions that allow you to capitalize on emerging opportunities and avoid unexpected risks. Together, they work to anticipate changes in your needs in light of developments in financial markets, shifts in the legal and regulatory landscape and our knowledge of your evolving goals, family situation and needs.

Working closely with your other advisors

Your wealth advisory team works closely with your own attorneys, accountants and other advisors to create and implement solutions that are individually tailored and uniquely effective. Together, your advisors develop a strategy to help you build, preserve, enjoy and transfer your wealth.