Business Wealth Transfer Strategies & Solutions

Business success gives you the opportunity to benefit your family and positively impact your community for years and generations to come.

Wise decisions and hard work have helped you to accumulate and preserve assets, as well as support your family and enjoy life. But life’s questions keep coming: How will you provide for aging parents and your children while providing for your own long-term needs? How can you transfer wealth in a tax-efficient way? What are the best approaches for supporting the causes that matter to you now or in the years to come?

Drawing on our deep experience helping business owners and other wealthy individuals and families, we can guide you through the decisions that will shape your legacy and determine how your assets will benefit the next generation and your community.

Wealth Planning

For all you accomplish now and in the future, you want to make the most of your wealth. Sophisticated approaches to taxes and estate planning can help you build, preserve, enjoy and share what you’ve earned.

Investment Management

Your U.S. Trust team can offer customized portfolio construction, asset management and sophisticated market-linked solutions designed to help achieve both your personal and business goals.

Trusts & Estates

We will take a hands-on, customized approach to managing trusts and helping to settle estates. We address sensitive matters thoughtfully and objectively and work to provide the guidance and strategies you need to help fulfill your vision for the future.

Philanthropic Solutions

We can help you structure giving to heighten its impact, from lifetime giving strategies, family philanthropy, foundation advisory services, grantmaking, trusts to donor-advised funds.

Manage Wealth

Deposit, credit and investment solutions to help grow and manage your personal finances.

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Family Wealth Services

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

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Family Office

Supporting your family enterprise now and for generations to come.

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Strategic Philanthropy & Grantmaking

Giving with passion and purpose.

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The Philanthropic Journey

Capital Acumen ISSUE 26

Keeping The Family In The Family Business

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Wealth Planning Techniques

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, Bank of America Private Wealth Management operates through Bank of America, N.A., and other subsidiaries of Bank of America Corporation.

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

Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Bank 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 Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.

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

Transfer Wealthfor Business Owners

Wealth Transfer Strategies to Help You Support the Next Generation and Positively Impact Your Community

Our Approach

Services