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Manage Wealthfor Business Owners

Deposit, Credit and Investment Solutions to Help Grow & Manage Your Personal Finances

Keep your own finances on track while pursuing your long-term business goals.

Our Approach

You dedicate a lot of your time and energy running your business, but you have other priorities too—growing your wealth, providing for children and parents and managing your daily finances and cash flow. After all, what happens with your business will affect your personal life and finances—and vice versa.

We can help you sort through the complexities, meet your daily cash flow and credit needs and manage longer-term priorities such as investments, wealth preservation and estate planning. Our customized strategies are designed to address your goals for your business and your family for generations to come.    

Services

Credit

Whether you’re looking to finance a simple purchase or a more complex goal, we offer guidance and flexibility to help you use credit strategically in pursuing your financial objectives. 

Investment Management

Your U.S. Trust team can help you with portfolio construction, asset management and sophisticated market-linked solutions.    

Executive Equity Solutions

Through our partnership with Merrill Lynch, we can help you address restricted and concentrated positions of stock, meet complex legal requirements and potential reporting obligations. 

Trusts & Estates

Insurance, trust and cash management strategies can help you prepare your business and family for the future.

Related Solutions

Transfer Wealth

Wealth transfer strategies to help you support the next generation and positively impact your community.

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Banking

Cash management and digital banking capabilities. 

SEE HOW

Credit

Custom lending and credit solutions for short-term liquidity needs and long-term financial goals.    

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Family Office

Supporting your family enterprise now and for generations to come.    

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