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Wealth Planningfor Individuals & Families

Custom Tax and Cash Flow Strategies and Planning for Future Generations

Sophisticated analysis and customized strategies can help you preserve, enjoy and transfer wealth. 

Our Approach

As wealth increases, new issues and opportunities make wealth planning increasingly important, and often complex. U.S. Trust’s experienced planning professionals work with you and your other professional advisors to help integrate your current objectives and long-term goals into your overall plan. We strive to deliver practical, executable strategies and solutions. 

Wealth strategists typically analyze a client’s current investment portfolio, tax situation, retirement plans and executive compensation arrangements, as well as existing estate, gifting and charitable plans. But the process does not end there. We remain integral to your relationship team, proactively identifying strategies that may be of interest, based on changes to estate planning and wealth preservation techniques, and providing periodic reviews of your U.S. Trust relationship.

Services

Tax Consulting

Sophisticated strategies may help minimize current and future income, gift, estate and generation-skipping transfer taxes. We offer specialized assistance with equity compensation, concentrated stock, liquidity events, such as the sale of a business, and unique issues including planning for an art collection. 

Cash Flow and Lifestyle Planning

Identifying strategies to provide liquidity and financial flexibility, while managing taxes and portfolio risk. 

Intergenerational Wealth Planning

We work with your other independent advisors to develop customized strategies designed to minimize wealth transfer taxes, preserve and protect wealth and help ensure that more of your assets are distributed and used as you wish — whether they go to family members, friends or charitable organizations.  

Charitable Giving Strategies

Assistance in identifying strategies to fulfill charitable as well as family goals, such as engaging your children and grandchildren in philanthropy. 

Related Solutions

Trusts & Estates

Guidance and strategies to help fulfill your vision for the future. 

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Business Owners

Insights and guidance for you, your family and your business needs.

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Strategic Philanthropy & Grantmaking

Personal giving strategies that compliment your passions and purpose.

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Fixed Income

Delivering custom fixed income solutions tailored to your personal investment objectives.

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