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.
There is no cure for cognitive decline, but we have a partial solution: being prepared for the unexpected.
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Our survey identifies what high-net-worth Americans consider the most important elements of a life well lived. The findings may surprise you.
Memory and Your Family: When memory goes, so goes the ability to manage everything from relationships to decisions on family wealth. What happens next?
Examine the unseen and unanticipated potential consequences lurking in the shadows of current trends
Jackie VanderBrug, an investment strategist at U.S. Trust, highlights why women are growing into an economic superpower
Jackie VanderBrug, an investment strategist at U.S. Trust, describes how women may be especially vulnerable to the effects of climate change
Commercial real estate offers the potential for attractive yields, capital appreciation and valuable tax benefits.
A fixed income investment approach designed to optimize after-tax yield and after-tax total return
Matching your portfolio with your belief in a better world.
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This white paper provides a guide to developing an appropriate spending policy for your organization.
Experiences shared and lessons learned from entrepreneurs who successfully sold or transferred their businesses to family members.
Smart investors are taking note of the growth in the global grain trade.
Leading indicators for major overseas markets for U.S. exports are mostly looking up with some noteworthy caveats.
Innovations like smart phones have changed the way we live. We're always on the lookout for technologies that are potentially disruptive.
This white paper examines when the outsourced chief investment officer (OCIO) arrangement may be appropriate for an organization.
Educating children about the responsibilities of wealth can help keep them wealth-smart.
Tim McGee, director of macro strategy and research for U.S. Trust, discusses why he believes U.S. and U.K. monetary policies have succeeded while others have failed; why U.S.-led global economic growth should continue; and why these trends are positive for equities generally, and U.S. equities in particular.
Mitch Drossman, U.S. Trust's national director of wealth planning strategies, discusses the midterm election results, their possible legislative impact, and the implications from a tax-planning perspective.
Powerful trends are re-shaping the world in once-unimaginable ways. Here's how a group of investment strategies are seeking opportunities amid this astonishing global transformation.
Four notable entrepreneurs, discussing the challenges and rewards of creating a business.
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In this white paper, you'll find out how a broader understanding of risk helps guard against potential portfolio losses.
This white paper discusses the challenges and opportunities nonprofit organizations face in a changing market environment.
This paper provides best practices on building and following an integrated spending policy and investment strategy.
For over 150 years, institutions have relied on U.S. Trust to manage the day-to-day complexity of the CIO role.
Five major forces of global change and a portfolio designed to capture long-term growth.
A new book making sense of the global economy and providing a few clues as to where we might be headed.
Visit our three-part webinar series which focuses on The Power of a Gender Lens, Women and Philanthropy and 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.
A shift in management strategies can help lower the risk of negative returns.
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.
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.
In search of long-term and sustained philanthropic impact.
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.
Without the proper planning, accepting gifts of real assets today can lead to unexpected and potentially costly consequences. Are you prepared?
By applying a gender lens, investors can align their portfolios with the goal of supporting gender equality while seeking a market rate of return.
The more successful and established entrepreneurs become, the more likely they are to want a more formal mechanism for giving.
When it comes to investing, charities, foundations and other nonprofit organizations share some basic objectives with most other prudent investors.
Our comprehensive, values-based approach to meeting the wealth management needs of our clients and their families.
We are committed to addressing the wealth management needs of our clients and their aging families.
Your banking and credit needs deserve the same level of expertise as your investments.
Developing a financing strategy for your aircraft.
Prepare your children for the important financial opportunities that lie ahead.
Financing a special and unique asset.
Because unique attributes distinguish nonfinancial assets, they may offer you valuable financial benefits while often also providing personal benefits.
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