100 Years of Experience at Your Service
U.S. Bank's team of trust specialists offers stability and continuity, planning and investment know-how, and objective counsel on sensitive family financial matters.

Your Trust Relationship Manager:

• is in regular contact with you to answer your questions and keep you informed of changes and opportunities,
• oversees the day-to-day administration of your account and
• works closely with other Private Client Group professionals on your behalf.

The management of your trust is critical. A portfolio manager will help you create an investment plan that reflects your objectives, risk tolerance, time horizon and income needs, and considers the tax consequences of each investment. Your portfolio manager will recommend an appropriate asset allocation portfolio and provide constant supervision to ensure that your portfolio continues to meet your investment objectives over time. You can also access your trust account information via U.S. Bank TrustNow - an online account access tool to help you monitor your account activities.

Our Specialty Asset Management professionals can help you manage other types of assets such as farm, ranch and timber management, real estate management, natural resources management, and private equity management.

If Charitable Giving is part of your strategy, we will draw upon the expertise of our charitable giving specialists. They can advise you on a variety of tools to help accomplish your philanthropic objectives while providing tax benefits to you and your estate.¹

Our Estate Planning professionals work with your advisors to recommend a broad range of additional trust options including how to help with a child's or grandchild's education, or how to work toward your lifelong financial security.