At U.S Trust I support the complex needs of affluent individuals and families in the areas of investment management, wealth structuring, and customized credit and banking.
What makes U.S. Trust different?
• We are an integrated team of specialists that assist our clients develop personalized solutions to meet their needs.
• At U.S. Trust, our trust and investment management relationship with our clients are supported by the strongest standard of integrity, trust and accountability: the fiduciary standard. Whether we are managing their portfolio, serving as trustee, or administering an estate, our focus is what best meets their objectives.
• The Breadth and Depth of capabilities we provide positions us ahead of the competition with unique abilities including but not limited to:
o Providing Family Wealth services which consist of next generation financial education, eldercare planning, Delaware Trusts, estate settlement, and wealth planning for LGBT domestic partners to name a few.
o Art services which include lending.
o Private and Institutional Philanthropic solutions including giving and receiving gifts of nonfinancial assets.
o Management of specialty assets such as timberland, private business, commercial & residential real estate, farm and ranch land, along with oil and gas interests.
o Socially responsible investing.
Working together we can provide an integrated strategy while delivering a boutique experience within a world-class suite.