U.S. Trust, Bank of America Private Wealth Management

U.S. Trust, Bank of America Private Wealth Management

U.S. Trust, Bank of America Private Wealth Management provides investment management, planned giving, and fiduciary services to a range of institutional clients, including not-for-profit organizations, corporations, public funds, insurance companies, and unions. The company provides wealth management services that include investment, financial, tax, and estate planning; and private banking services. Its planned giving services include administration, tax preparation, and record-keeping. It also offers investment consulting, tax-intelligent investment management, custody and private-label statement, and check distribution services. U.S. Trust also provides investment management, trustee, and fiduciary consulting services to employee benefit plans of all sizes.

Contact Details

Office Address

U.S. Trust, Bank of America Private Wealth Management
114 West 47th Street
New York, NY, USA 10036
Phone: (212) 852-3739
Fax: (212) 852-1140

Executives

President

Keith T. Banks

Business Reviews for U.S. Trust, Bank of America Private Wealth Management

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