Meeting your family's complex needs

Whether you’re looking to transfer assets to your loved ones, or you want to give back to your community through charitable and philanthropic giving, our wealth management professionals will help you identify your goals and what matters most to your family. You'll have a single point of contact backed by a team of specialists who have experience with complex family dynamics. We'll help you create a comprehensive multi-generational wealth transfer plan to meet your family's needs.

Family asset management

Managing your financial life can be complex. The U.S. Bank Asset Management Group's approach to investment management focuses on market-driven data and disciplined historical trend analysis to discern which investment strategies may best meet your needs. We consider your investment timeline, risk tolerance and unique financial goals as we create a portfolio that helps you weather market unpredictability. You can also get experienced assistance from the U.S. Bank Specialty Asset Management Group for assets such as real estate, farms, ranches, natural and closely held assets.

Trusts and estates

Comprehensive trust and estate services from U.S. Bank can help ensure that your assets are transferred to your loved ones according to your wishes. We'll engage with your attorney and tax advisors to collaborate on a trust and estate plan that provides for your family for generations to come.

Family business

Your family business is more than just a job, it's your legacy and represents your commitment to your family's future. Whether you're looking for recommendations on how to fund growth opportunities, effective exit or business transfer strategies, or succession planning, it's helpful to work with a team of experts who can offer unbiased business management advice. The U.S. Bank Business Owner Advisory Services team can provide you with the insights necessary to help manage your family-owned business.

Charitable giving

Philanthropy lets you give back to your community both during your lifetime and for generations to come. Setting up a charitable trust, making a one-time gift, or sharing your wealth all require careful planning. Our U.S. Bank Charitable Services Group can work alongside you and your tax and legal advisors on charitable giving strategies focused on the people and causes that matter most to you.

Insurance planning

Instead of self-insuring, protect your assets and your family's financial future by working with an insurance provider to mitigate your risk exposure. You may also be able to protect your liquidity or cash flow by financing your insurance premiums. A U.S. Bancorp Investments insurance specialist can help you determine what insurance and asset protection approach fits your personal situation.

Advice and guidance in-person and online

Available to all investors

U.S. Bancorp Investments Wealth Management Advisory Center

Available virtually from anywhere. Work by phone or digitally with a financial advisor to create your financial plan through our collaborative approach and proven process – supported by the latest wealth planning technology.

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Starting at $100K investments

Wealth Management by U.S. Bank and U.S. Bancorp Investments

Available nationwide. Starting at $100K in investments or $250K in total assets, a dedicated wealth professional surrounded with a team of specialists will design a personalized financial plan that reflects your vision for your future, such as working towards retirement or saving for your child's education.

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Starting at $3M net worth

U.S. Bank Private Wealth Management

Available in select cities. Work towards building and preserving your wealth – through our customized approach – to achieve what’s most meaningful to you, your business and your family. Your single point of contact and team of wealth professionals will create your personalized wealth strategy.

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Starting at $75M net worth

Ascent Private Capital Management of U.S. Bank

Available nationwide. Experience tailored, leading-edge wealth impact strategies for uninterrupted continuity of your family's legacy and business interests. Our wealth professionals focus on helping you make an impact where it matters most to you – now and for generations to come.

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