Wealth Planning

Integrating your personal and financial affairs

By thinking holistically about all aspects of your wealth, we develop customized strategies to help achieve your unique goals. Wealth structuring can help you address issues including:

  • The cash flow required to support your lifestyle
  • The investments needed to meet long-range objectives
  • The most effective way to achieve estate planning goals
  • The tax implications of all aspects of managing and transferring your wealth

Trusts and Estates

Shaping your legacy and transferring your wealth

For more than two centuries, U.S. Trust has been helping many of America's wealthiest families build estate plans and implement wealth transfer strategies. Your team can work with you to build a sound estate plan that may help you:

  • Control the transfer of wealth to those you care about
  • Fulfill important philanthropic commitments
  • Reduce estate taxes
  • Maintain your privacy
  • Protect assets from creditors and other third parties

We can help you and your attorney establish trusts to provide financial security for your spouse or partner, pass assets to future generations and charities and reduce estate taxes, as well as provide for financial and investment management during your lifetime. We bring our extensive knowledge and experience to bear in helping clients manage their trusts whether we are serving as agent for trustee or corporate trustee.

Philanthropy

Making your charitable giving more fulfilling and effective

We offer you personal support and an array of tools to help you and your family assess your charitable goals, values and interests. Your philanthropic specialist can then help you understand a range of important considerations, including how to:

  • Implement your plan
  • Identify the best-qualified grant recipients
  • Monitor the impact of your efforts

We can help you design and implement a philanthropic strategy that helps you fulfill your values-based commitments in a way that is consistent with your lifestyle.

Learn more about Philanthropy at U.S. Trust

Custody Services

Benefiting from the expertise of dedicated custody specialists

U.S. Trust is the custodian of choice for many sophisticated investors with extensive and complex holdings. Whether you manage your own portfolio or work with multiple brokers and investment managers, we can structure a personalized custody program that simplifies portfolio and trade monitoring and helps meet your specific safekeeping, service and information needs.

Always consult with your independent attorney, tax advisor, investment manager and insurance agent for final recommendations and before changing or implementing any financial, tax or estate planning strategy.

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