Broad Capabilities for Diverse Needs
Our value to you extends beyond investment management to the highly customized services and strategies we offer. Drawing on our team members' individual strengths and collective experience, together with the expansive resources of a global firm, we are well positioned to help with a wide range of situations.
Services for Entrepreneurs and Executives
Whether you’re in the initial stages of creating a business, in the process of growing an existing one or own a mature enterprise that you wish to sell or pass on to the next generation, we offer an array of services to help.
- Access to financing: We can provide access to Bank of America to help you raise capital to start up and develop your business through security-backed lending, intrafamily loans, custom mortgages and commercial real estate lending.
- Wealth strategies: We can assist in integrating your business and personal finances and develop strategies designed to help grow and preserve your assets and generate income.
- Succession services: We can help you identify the right exit strategy, whether you want to sell your business, take it public or transfer it to the next generation.
- Access to banking services: We can provide access to Bank of America to help with services like checking and credit cards.
Concentrated Stock Strategies
Many of the clients we serve have sold their companies for stock, which then accounts for a large percentage of their total wealth. A similar situation can confront executives whose compensation includes grants of options or shares in their company. We can work in concert with your tax and legal advisors to develop diversification strategies designed to help manage the risk inherent in concentrated positions while potentially enhancing your portfolio’s liquidity. These may include such elements as 10b5-1 sales plans, charitable giving and hedging strategies.
Legacy Planning Services
Working with the U.S. Trust’s Institutional Investments & Philanthropic Solutions Group, we can assist you in creating a legacy of lasting impact. We take particular care in helping you select a vehicle for your philanthropic activity—such as a charitable trust, a donor-advised fund or private family foundation—with the potential to maximize both the benefit to the causes and communities you wish to support and your personal fulfillment.
Our team seeks to foster long-term relationships that extend to a client’s entire family and span generations. We believe that such relationships facilitate legacy planning and continuity of financial guidance. And for the younger family members, we conduct educational events tailored to children and grandchildren, including financial boot camps.