Family Office

Managing the complexities of family wealth

Managing substantial wealth requires resources typically available only to institutions and corporations. As one of the most established and innovative family wealth advisory groups, the U.S. Trust Family Office draws on a powerful array of global resources to meet the complex needs of individuals and multigenerational families.

Working with families and their advisors, this specialized group delivers sophisticated financial, tax and estate planning solutions to address lifestyle, family, business, philanthropic and entrepreneurial needs.

Integrated investment consulting includes extensive asset allocation advice and manager selection, while our fiduciary and administrative services include partnership accounting, information aggregation and performance measurement and reporting. Families and family members also gain access to a full range of customized banking, treasury and credit solutions.