U.S. Trust is a renowned player in the Financial Services industry, specializing in catering to the intricate financial requirements of affluent individuals and families. Their rich legacy of over 200 years speaks volumes about their expertise and track record in managing and safeguarding wealth across multiple generations. With a global outlook, extensive capabilities, a distinctive team-based approach, and a robust fiduciary platform, U.S. Trust has successfully set itself apart from other private banks.
It's important to note that the website is maintained by a third party with no affiliation to U.S. Trust or Bank of America Private Wealth Management. The content shared on the site, specifically the recommendations made by or about U.S. Trust employees, may not necessarily represent the views of the organization. It's emphasized that such material should not be considered as a recommendation, offer, or solicitation for the purchase or sale of any security, financial instrument, or strategy.
Moreover, the disclaimer underlines the significance of seeking advice from independent professionals such as attorneys, tax advisors, investment managers, and insurance agents before making any significant changes to financial, tax, or estate planning strategies. It is clarified that investment products offered are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value.
U.S. Trust operates through Bank of America, N.A., and certain associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), providing assistance with investment products and services. MLPF&S is a registered broker-dealer and a wholly owned subsidiary of Bank of America Corporation (BofA Corp.).
Amidst the comprehensive information presented, it's clear that U.S. Trust holds a pivotal position within the financial services sector, aligning its operations with the broader umbrella of Bank of America. The links provided offer further insights into terms, conditions, and additional disclaimers.
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