Your wealth is not measured by numbers alone, but by the extraordinary opportunities and challenges that define your life. At U.S. Trust, we apply our insight and expertise to help you make the most of the things that matter most to you.
- Preserving your wealth
- Helping you build a legacy
- Sharing your wealth with the next generation
- Planning for growth and succession in your private business
- Supporting charitable causes that are important to you
When you work with us, you benefit from our long history of serving many types of clients, from families managing wealth across multiple generations to business owners, entrepreneurs and other creators of first-generation wealth. We can advise you and help create and implement highly personalized strategies.
Your trust and investment management relationship is supported by the strongest standard of integrity, trust and accountability: the fiduciary standard. Our commitment is to serve your best interests and place them ahead of our own. Of course, in doing so, we often seek to leverage the vast capabilities of Bank of America, including calling upon our partners and affiliates to assist us in providing you with the level of service you have come to expect from us. And, we do this with transparency and disclosure of conflicts.