* Susan Porter
* Wealth Structuring
Decisions regarding how to structure your wealth are among the most critical you will make. At U.S. Trust, we partner with you and your other advisors to help create a multi-faceted plan to build and preserve your wealth.
* Investment Management
Our goal is to deliver top-tier performance by leveraging our expertise in proprietary asset management, as well as in evaluating and selecting external managers across the investment spectrum.
* Credit & Banking
Credit can be an important component in structuring wealth management strategies to achieve your goals. We also offer banking services that can make it easier to manage your day-to-day finances.
* Legacy & Philanthropy
Our philanthropy specialists can counsel you on the fundamental building blocks of strategic philanthropy.
* Multi-Family Office
The U.S. Trust Multi-Family Office draws on powerful global resources to meet the needs of individuals and multigenerational families with substantial wealth.
* Case Studies
Every client has unique wealth structuring needs. Review case studies to learn how we might have proposed solutions for four different scenarios.
Susan Porter
US Trust Company of New York
114 W 47th St
New York NY 10036-1510
Tel: 212 852-3350
Fax: 212 852-3676
* Accredited Estate Planner by the National Association of Estate Planners & Councils
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