3075 Hansen Way
Palo Alto, CA 94304
Office of Supervisory Jurisdiction
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Seattle, WA 98104-3176
Kathy Gallagher is a Senior Vice President and Private Client Advisor with U.S. Trust. Kathy has provided strategic advice to families since joining the Private Wealth Management and Commercial Banking divisions at Bank of America in 1988.
At U.S. Trust, Kathy is focused on the individualized needs and goals of ultra-high net worth families. She delivers personalized service to help clients thoughtfully build and transition their wealth to support the people and issues that are important to them.
Kathy focuses her work with clients on:
- Advising business founders and key executives regarding strategies for business growth and transitions; including capital raising, planning for sales and business succession.
- Developing customized investment, financing and wealth structuring approaches to enhance cash flow, leverage assets and establish appropriate trust and fiduciary services.
- Guiding families through philanthropic and financial planning discussions to implement family goals and long term objectives.
She believes that one the keys to a successful long term relationship is collaboration with client’s business and personal advisors, accounting and legal professionals to simplify the implementation of complex solutions.
Kathy received her B.A. in Economics from University of California, Irvine and M.B.A. from University of Southern California. She holds the Certified Investment Management Analyst® and Chartered Advisor in Philanthropy® professional designations and is a member of the Investment Management Consultants Association and the Partnership for Philanthropic Planning.
U.S. Trust has been helping generations of families manage wealth for more than 200 years. We are dedicated to guiding clients in helping to meet their unique needs through an integrated team approach.
Your U.S. Trust advisor works closely with you to establish a wealth management plan to help meet your lifestyle, family, business and philanthropic goals. In addition to a dedicated advisor, your team can include a private client manager, portfolio manager and trust officer plus a variety of professionals to suit your particular situation.
You may require a comprehensive wealth strategy that includes investment management or careful advice on trusts, estate and tax planning and philanthropic endeavors. As a private bank, we balance a boutique client experience with access to our extensive array of resources as appropriate. Those include customized credit and banking offerings as well as traditional, specialty asset, and alternative investment solutions.
At U.S. Trust, our advisors bring more than just experience, global perspective and resourcefulness to wealth management. They take the time to listen and learn about you and your family before creating customized strategies that aim to meet your needs, goals and best interests now and in the future.
It is not just about managing your wealth, it is also about managing your worth.
Certified Investment Management AnalystSM and CIMA® are registered certification marks of Investment Management Consultants Association, Inc.
The CAP® designation is a registered mark of The American College, which reserves the sole rights to its use, and is used by permission
LEARN MORE ABOUT MY TEAM*
*These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change.