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:

  • Credit
  • Succession Planning
  • Risk Management
  • Investment Management
  • Tax and Estate Planning
  • Family Wealth Services
See Examples of How We Can Help Auto Dealership Owners
Case Study

Creating liquidity to meet estate tax liabilities without selling a business. View PDF >>

Case Study

Integrating succession and estate planning to provide a foundation for further growth. View PDF >>

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These case studies intended to illustrate products and services available through U.S. Trust. While based on actual experiences, certain information has been changed to protect privacy. The strategies presented are not appropriate for every investor. They do not take into account the specific investment objectives, financial situation and particular needs of any specific recipient. It is not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or strategy performed in reality, and does not indicate future performance. Individual clients should review the terms and conditions and risks involved with specific products and services. This is not considered an endorsement for any product or service offered by U.S. Trust, Bank of America Private Wealth Management.

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.

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"If you are thinking about retiring in the next few years, developing a business succession plan is essential."

Mitchell A. Drossman
National Director,
Wealth Planning Strategies

Working With U.S. Trust

To learn more about succession and integrated wealth planning, please contact Ray Piacentini at 203.422.5279 or raymond.piacentini@ustrust.com

Related Information

We also have Dealer Financial Services professionals who can help your dealership with everything from floor planning to employee benefits. To learn more, please visit Bank of America Merrill Lynch Dealer Financial Services at bofaml.com/dealerservices

You might also be interested in: Family Wealth Services

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