U.S. Trust Family Office

U.S. Trust Family Office

U.S. Trust Family Office was established as part of the U.S. Trust franchise now integrated into Bank of America Private Bank. Douglas Moore serves as Managing Director and Senior Planner in the family office group. The firm allocates across private equity, real estate, hedge funds, infrastructure, private credit, and natural resources. It maintains confirmed positions in public equities including Eli Lilly, Microsoft, and Apple through affiliated managed accounts. Geographic reach covers North America, Europe, Asia, and the Middle East. The firm generally does not execute direct investments but assists clients with portfolio fit analysis for such holdings. Assets under management stand at an Altss-derived figure of $445 billion. The platform operates additional vehicles including the Bank of America Charitable Gift Fund and U.S. Trust Philanthropic Solutions. It participated as a speaker at the Family Wealth Report Family Office Investment Summit in March 2025 and the Southeastern Family Office Forum in May 2024. The structure operates as an integrated division of Bank of America Corporation rather than an independent family office. This affiliation provides access to the parent bank's balance sheet and service providers including PwC for advisory and tax counsel.