Identifying the main drivers of long-term change is key to investment success in the 21st century. We believe we are at the beginning of a secular growth phase for the U.S. economy driven largely by the rebalancing of global growth from the developed to the developing world. We focus on the long-term drivers, the macro forces and investment themes at play across industries that are taking us into the next growth cycle.

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Investment Update

U.S. Trust Chief Investment Officer Chris Hyzy discusses the reasons for the recent drop in equities, what we expect from the markets going forward, and the implications for investment portfolios.

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Capital Acumen Issue 27

Fine Tuning Your Business, Healthcare Investments in a Divided World, Six Key Strategies for Funding Education, U.S. Energy and Real Estate in a Transforming World

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Heritage Meets Innovation

Four notable entrepreneurs, discussing the challenges and rewards of creating a business.

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2014 U.S. Trust Insights on Wealth and Worth®

Our survey of high-net-worth Americans provides a new, in-depth look at the structurally diverse modern American family.

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Five major forces of global change and a portfolio designed to capture long-term growth.

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Values Based Investing

Matching your portfolio with your belief in a better world.

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101 Things Every Investor Should Know

A new book making sense of the global economy and providing a few clues as to where we might be headed.

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While 2013 may have been a quiet year for new tax laws, 2014 is shaping up as a good year to stay busy on personal tax strategies.

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A Webinar Series Focused on Women

Visit our three-part webinar series which focuses on The Power of a Gender Lens, Women and Philanthropy and Socially Innovative Investing.

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FOCUS: An Examination of the Affordable Care Act

The ACA represents one of the most significant and controversial changes to our healthcare system in history, we explain the basics.

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Socially Innovative Investing

U.S. Trust has developed a multi-dimension security selection process to uncover companies that meet our rigorous financial review and excel at corporate social responsibility.

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Fixed-Income Investing in a Rising Rate Environment

A shift in management strategies can help lower the risk of negative returns.

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Five Important Reasons to Create Trusts

These estate planning tools can help you pursue numerous wealth transfer goals, but selecting the right trustee can be critical to their success.

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Strategic Insights: We've Come a Long Way

Crop insurance, like many government programs, is complex which should come as no surprise.

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Specialty Asset Management

Our Specialty Asset Management team can work with your portfolio manager and wealth strategist to integrate these real assets into your overall plan and portfolio.

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Transitioning America's Farmland

It's clear that over the next decade or so, much of America's farmland — now held or farmed by an aging generation — will need to be transitioned.

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Planning for Same-Sex Couples

Working with skilled advisors to create a sound strategy and assemble appropriate documentation can make all the difference.

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From Best Practices to Next Practices

In search of long-term and sustained philanthropic impact.

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Fine Art Lending

Care and management of this asset requires the knowledge of qualified specialists to help you make informed choices that fit into your overall wealth management strategy.

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The Crossover Strategy

U.S. Trust's crossover strategy considers all fixed income assets—both taxable and tax-exempt — to create diversified, customized portfolios that optimize after-tax yield and total return.

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Making Specialty Asset Gifts Work for Your Organization

Without the proper planning, accepting gifts of real assets today can lead to unexpected and potentially costly consequences. Are you prepared?

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Prudent Investing for Private Foundations

Their goal is simple: to make the world a better place. But to do so, foundations must navigate a complex framework of standards and rules.

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Timberland and Inflation

Help protect against inflation by adding some cellulose (in this case, trees) to your portfolio.

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Women and Girls Equality Strategy

By applying a gender lens, investors can align their portfolios with the goal of supporting gender equality while seeking a market rate of return.

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DING Trusts

Delaware Incomplete Non-Grantor (DING) trusts are designed to shift state income tax from the grantor's state of domicile to a trust located in a more favorable tax jurisdiction, such as Delaware.

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The more successful and established entrepreneurs become, the more likely they are to want a more formal mechanism for giving.

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Investing for Nonprofits & Public Charities

When it comes to investing, charities, foundations and other nonprofit organizations share some basic objectives with most other prudent investors.

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American Farmland, Global Shifts

Smart investors are taking note of the growth in the global grain trade.

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Family Wealth Services

Our comprehensive, values-based approach to meeting the wealth management needs of our clients and their families.

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The ElderCare Planning Program

We are committed to addressing the wealth management needs of our clients and their aging families.

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Food, Forests, and Fuel

Land capable of satisfying global demand can help investors reduce portfolio volatility and protect principal, while providing steady income or appreciation as well as a hedge against inflation.

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Personalized Banking and Credit

Your banking and credit needs deserve the same level of expertise as your investments.

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The Power of Positive Teaching

Educating children about the responsibilities of wealth can help keep them wealth-smart.

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Customized Aviation Financing

Developing a financing strategy for your aircraft.

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Financial Empowerment

Prepare your children for the important financial opportunities that lie ahead.

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Financing a special and unique asset.

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Tax and Other Special Rules

Because unique attributes distinguish nonfinancial assets, they may offer you valuable financial benefits while often also providing personal benefits.

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