What types of accounts does US Trust offer?

Asked 6 months ago
US Trust offers a variety of accounts tailored to meet the diverse financial needs of individuals and institutions. Our account options include Personal Wealth Management accounts, which provide comprehensive solutions to preserve and grow wealth. We also offer Trust and Fiduciary Services accounts, delivering personalized trust administration and investment management for individuals, families, and institutions. Additionally, we provide Custody and Escrow Services, catering to the needs of retirement plans, foundations, endowments, and corporations. For institutional clients, US Trust offers Global Wealth and Investment Management accounts, delivering integrated investment solutions and advice. Whether client goals involve wealth preservation, family wealth transfer, or philanthropic endeavors, US Trust's extensive account options cater to a range of financial objectives with a commitment to exceptional service and expertise.
Answered Nov 2, 2023

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