About U.s. trust
U.S. Trust is a leading wealth management company that provides comprehensive financial solutions to high net worth and ultra-high net worth individuals and families. As a subsidiary of Bank of America Private Bank, U.S. Trust has access to the resources and expertise of one of the largest financial institutions in the world.
The company's primary focus is on wealth structuring, which includes wealth planning, trusts and estates, philanthropy, custody services, investment management, portfolio consulting, asset management, capital markets and specialty asset management. Additionally, U.S. Trust offers credit and banking services such as financial management tools, liquidity services custom credit solutions and real estate finance.
Wealth Structuring
U.S. Trust's wealth structuring team works closely with clients to develop customized strategies that align with their unique goals for preserving their assets for future generations or charitable causes they support. The team provides guidance on tax-efficient strategies for transferring assets through trusts or other vehicles while minimizing tax liabilities.
Investment Management
U.S. Trust's investment professionals provide clients with personalized portfolio consulting services based on their individual risk tolerance levels and investment objectives. The team uses a disciplined approach to investing that focuses on long-term growth while managing risk through diversification across multiple asset classes.
Credit & Banking Services
U.S.Trust offers a range of credit solutions designed to meet the unique needs of high net worth individuals including custom lending options such as securities-based lending or tailored lines of credit secured by real estate holdings or other assets.
Philanthropy
For those interested in philanthropic endeavors U.S.Trust can help create charitable giving plans that align with client values while maximizing tax benefits associated with charitable contributions
Custody Services
Clients can rely on U.S.Trust’s custody services which include safekeeping securities in electronic form (book-entry) rather than physical certificates; processing corporate actions (e.g., dividends); collecting income from investments; settling trades; providing account statements; maintaining records; providing online access to account information
Specialty Asset Management
For clients who have specialized assets such as art collections or private equity investments,U.s trust has experienced professionals who can manage these types of investments
Real Estate Finance
Clients looking for financing options related to real estate holdings can work directly with U.s trust’s experienced bankers who specialize in this area
Overall,U.s trust is committed to delivering exceptional service by working closely with each client individually,to understand their unique needs,and then developing customized strategies designed specifically around those needs.U.s trust’s commitment extends beyond just managing money but also helping clients achieve their broader life goals whether it be preserving family legacy ,supporting philanthropic causes ,or simply enjoying life without worrying about finances .
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