Worth is about the things you value most. At U.S. Trust, we strive to achieve an understanding of who you are — how you define worth — and then build a wealth plan that aligns with your personal values and family goals.
You can expect a thoughtful, thorough approach delivered by your advisor and a team of specialists — assembled specifically for you — who make your concerns their own. These professionals help ensure that your trust and investment management relationship is supported by the strongest standard of integrity and accountability: the fiduciary standard.
Our 4,000 associates1 located in offices across the United States are committed to helping you make the most of the extraordinary opportunities and challenges that define your life. Your team addresses the factors that can influence your decisions, your family's financial well-being and your legacy, with a focus on three main areas:
We apply our best thinking about today's markets to you and your family's objectives, drawing on U.S. Trust's specialized expertise, extensive experience and a complete suite of investment solutions.
Whether you are planning to acquire a home or special asset, considering an investment opportunity, developing a strategy to pass on your wealth or simply managing everyday cash requirements, U.S. Trust can provide the sophisticated credit and banking solutions to help you make the most of what's important to you.2
We think strategically about the many dimensions of your wealth and develop a plan to put that thinking to work. U.S. Trust can provide and help you implement innovative solutions that combine your financial objectives with your personal, family and philanthropic goals. We also work hard to ensure that your legacy lasts. U.S. Trust's Financial Empowerment program prepares your children for the financial challenges and opportunities that are headed their way.
1 U.S. Trust September Executive Financial Summary (12/31/12). U.S. Trust Corporation Finance Department.
2 Banking & Mortgage products are provided by Bank of America, N.A., Member FDIC.