A Solution for Others
US Bank Wealth Management
The Private Client Group
If you have $100,000 or more to invest.
U.S. Bank has been providing trust services for generations. The Private Client Group offers a wide range of trust services, and our dedicated professionals are experienced in handling the complex financial and emotional issues of trust and estate administration.
A Trust May Benefit You In Many Ways
Many people accumulate wealth in their retirement accounts and own assets that, when added together, have value. A properly drafted trust, a legal arrangement drafted by an attorney that transfers property to a trustee, may be a critical tool in estate planning. It can help you think about the type of legacy you want to leave, including: * Helping protect your assets and ensuring their distribution according to your wishes * Helping protect your estate from potentially excessive taxation and transfer costs * Managing your affairs when you are no longer able * Creating a detailed charitable giving plan
Regardless of your trust goals, our trust professionals will offer experienced trust administration as well as sensitivity and discretion.
We Can Help You Prepare for Tomorrow
Creating a trust is a highly collaborative effort. Our trust professionals will work closely with you and your legal and tax advisors to identify and implement the best financial strategies for your situation. Our comprehensive trust administration services include: * Revocable and irrevocable trust administration * Estate administration * Investment management * Charitable gifting strategies * Business succession planning * Risk management * Insurance planning
If you wish, our trust professionals can also serve as your corporate trustee, co-trustee or agent. As a corporate trustee or co-trustee, we accept responsibility for carrying out the terms of the trust in an unbiased manner.
Investment Management
As
The Private Client Group
If you have $100,000 or more to invest.
U.S. Bank has been providing trust services for generations. The Private Client Group offers a wide range of trust services, and our dedicated professionals are experienced in handling the complex financial and emotional issues of trust and estate administration.
A Trust May Benefit You In Many Ways
Many people accumulate wealth in their retirement accounts and own assets that, when added together, have value. A properly drafted trust, a legal arrangement drafted by an attorney that transfers property to a trustee, may be a critical tool in estate planning. It can help you think about the type of legacy you want to leave, including: * Helping protect your assets and ensuring their distribution according to your wishes * Helping protect your estate from potentially excessive taxation and transfer costs * Managing your affairs when you are no longer able * Creating a detailed charitable giving plan
Regardless of your trust goals, our trust professionals will offer experienced trust administration as well as sensitivity and discretion.
We Can Help You Prepare for Tomorrow
Creating a trust is a highly collaborative effort. Our trust professionals will work closely with you and your legal and tax advisors to identify and implement the best financial strategies for your situation. Our comprehensive trust administration services include: * Revocable and irrevocable trust administration * Estate administration * Investment management * Charitable gifting strategies * Business succession planning * Risk management * Insurance planning
If you wish, our trust professionals can also serve as your corporate trustee, co-trustee or agent. As a corporate trustee or co-trustee, we accept responsibility for carrying out the terms of the trust in an unbiased manner.
Investment Management
As