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Solutionsfor Individuals & Families

As a private B@nk, we offer personalized strategies to help you and your family manage the complexities of wealth. From broad-based investment management, backed by our Chief Investment Office and the extensive resources of B@nk of America, to managing customized trusts and administering complex estates, we have the experience and a suite of solutions to help meet your diverse needs and goals.

Investment Management

An approach to managing your wealth, tailored to your needs.

Wealth Planning

Custom tax and cash flow strategies and planning for future generations.

Family Wealth Services

Addressing an array of specialized wealth needs that may affect you and your family.

Trusts & Estates

Guidance and Strategies to Help Fulfill Your Vision for the Future

Alternative Investments

A Range of Solutions That Can Complement Traditional Investments and Help Meet Your Needs

Specialty Asset Management

Diversifying your wealth with nonfinancial assets.

Strategic Philanthropy & Grantmaking

Giving with passion and purpose.

Credit

Custom lending and credit solutions for short-term liquidity needs and long-term financial goals.

Impact Investing for Individuals

Aligning your investments with your social environmental values.

Art Services

Specialized Advice to Help Navigate the Complexities of the Art World

B@nking

Cash management and digital B@nking capabilities.

Family Office

Supporting your family enterprise now and for generations to come

Investing involves risk. There is always the potential of losing money when you invest in securities.

 

Neither U.S. Trust nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

 

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

 

Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.

 

U.S. Trust, B@nk of America Private Wealth Management operates through B@nk of America, N.A., and other subsidiaries of B@nk of America Corporation.

Connect with us: 1.800.U.S.TRUST Click to call

Investment products:

Are Not FDIC Insured
 Are Not B@nk Guaranteed
 May Lose Value


B@nk of America, N.A., and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services.  


Fiduciary standards or fiduciary duties do not apply, for example, when the B@nk is offering or providing credit solutions, B@nking, custody or brokerage products/services or referrals to other affiliates of the B@nk.

 

B@nk of America, N.A., Member FDIC. Equal Housing Lender House icon

©  B@nk of America Corporation. All rights reserved.

AR68V8DY-EXP-2019-02-13

Connect with us: 1.800.U.S.TRUST Click to call

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