As your auto dealership has grown, your personal wealth has likely increased in size and complexity, creating financial opportunities as well as risks. U.S. Trust has worked with auto dealership owners for generations, offering a comprehensive approach that helps to address both goals and challenges. We can help secure your legacy with a wealth plan that connects your values and goals, and integrates the following:
- Succession Planning
- Risk Management
- Investment Management
- Tax and Estate Planning
- Family Wealth Services
See Examples of How We Can Help Auto Dealership Owners
Creating liquidity to meet estate tax liabilities without selling a business. View PDF >>
Integrating succession and estate planning to provide a foundation for further growth. View PDF >>
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Explore Our Comprehensive Services for Auto Dealership Owners
*Brokerage services provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer, member SIPC and wholly owned subsidiary of Bank of America Corporation.
Banking products are provided by Bank of America, N.A., and affiliated banks, members FDIC and wholly owned subsidiaries of Bank of America Corporation.
The case studies presented do not reflect the specific strategies we may have developed for actual clients. They are for illustrative purposes only.