Joel Petersen

Senior Vice President, Private Client Advisor, U.S. Trust

Financial success offers immense opportunity...but it can also bring an overwhelming level of complexity.

My team works with successful individuals and families to truly simplify their lives. We help to insulate them from the inherent complexities of wealth. We are their access to an unmatched set of services and expertise that virtually every successful family will need at one point or another.

Whether it is setting up trusts for thoughtful wealth transfer to heirs, advising on the most advantageous and tax efficient structure of a business sale, overseeing the health and welfare of an elderly or special needs client, or providing basic financial and community stewardship education to the next generation of a family, my team has done it all.

With broad, in-depth experience in all aspects of private banking, wealth planning and management, philanthropy, trust services, special asset consulting, tax minimization, etc., my team is the gateway to crucial resources as well as the largest financial services balance sheet in the world, both of which provide our clients with unrivaled leverage, just when they need it.

To reiterate, we help successful individuals and families keep their financial life simple... so they can focus on what is important to them, whatever that might be.