US Trust Bank of America Private Wealth Management

Contributions

U.S. Trust Study of the Philanthropic Conversation (US TRUST-TPI, 2018)

Posted on August 30, 2018 by Bank of America Private Bank, The Philanthropic Initiative, US Trust Bank of America Private Wealth Management

Discussions between advisors and high net worth (HNW) clients about philanthropy are on the rise, finds the U.S. Trust Study of the Philanthropic Conversation, as clients report advisors to be a valuable source of information, second only to their spouse or partner. However, the study reveals several disconnects between advisors and their clients. For instance, many advisors underestimate their clients’ desire… Read More

2016 U.S. Trust® Study of High Net Worth Philanthropy

Posted on April 13, 2018 by Bank of America Private Bank, US Trust Bank of America Private Wealth Management

The 2016 U.S. Trust® Study of High Net Worth Philanthropy examines the giving and volunteering trends, behaviors, attitudes, and priorities of wealthy American households. The sixth in this series of biennial studies is based on a nationally representative random sample of wealthy donors, including, for the first time, deeper analysis based on age, gender, sexual orientation and race. … Read More