Your wealth is not measured by numbers alone, but by the extraordinary opportunities and challenges that define your life. At U.S. Trust, we apply our deep insight and broad expertise to help you make the most of the things that matter most to you.
A comprehensive range of investments
U.S. Trust provides access to investments across a broad spectrum of traditional, alternative and nonfinancial asset classes. Through our rigorous evaluation process, our professionals regularly monitor more than 700 strategies from within and outside U.S. Trust. Nonfinancial assets such as commercial and residential real estate, timberland, farm and ranch land, and oil, gas and mineral interests, as well as private businesses may also be analyzed and managed as part of your overall investment strategy. Customized hedging and structured transactions can be implemented through our capital markets1 team of professionals.
Resources to help build, preserve, enjoy and transfer your wealth
At U.S. Trust, we draw upon extensive collective expertise in managing wealth across generations to help preserve and grow your wealth, and carry out your wishes over time. We bring together specialists across a range of disciplines — planning, trusts, estates, philanthropy and custody — who work in concert to deliver our best strategic thinking. Together, they develop a customized approach to your wealth structuring needs and those of your family.
Sophisticated credit, banking and cash management solutions
Our credit specialists deliver a range of customized credit solutions that allow you to use your financial position strategically in ways you might not have anticipated — for example, to help maximize financial flexibility and fund acquisitions. We offer a range of accounts, as well as credit cards and online financial management tools developed exclusively for U.S. Trust clients. You also benefit from the convenience of approximately 16,000 Bank of America ATMs and approximately 5,400 retail banking offices nationwide.2
1 Brokerage services are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 As of March 31, 2013