While the foundation of these capabilities is investment management, wealth management also involves financial planning, private banking and fiduciary services, among others. These varied disciplines can be integrated and coordinated to meet all of a client's financial needs or utilized on a stand-alone basis. A wide range of professional skills is required to successfully manage wealth, from structuring customized tax-intelligent portfolios, to sophisticated financial planning, to innovative strategies for transferring wealth to succeeding generations or charity. Most importantly, in providing wealth management services, we focus on relationships, not products. Our seasoned professionals, who are experts in their fields, work with each client to analyze individual needs, goals, risk tolerance and tax situations.
Wealth management is flexible.
Clients select the services they need to fit their circumstances. U.S. Trust has been managing wealth for affluent individuals and families since 1853, and our tradition of performance, integrity and quality ensures that clients and their families will always receive seamless continuity of service from generation to generation. We focus on relationships, not products. Only then do we bring our wide-ranging expertise to bear on Building Portfolios to match. Planning Services U.S. Trust offers a comprehensive array of Planning Services , integrating the expertise of specialists in several distinct planning disciplines to develop a customized wealth management strategy for each client.