Private Wealth Management
Services - United States
Investment Advisory Services
We offer a suite of investment opportunities managed by Goldman Sachs and by carefully vetted external managers. Clients work with their Private Wealth Management teams to select from investment vehicles covering the entire asset spectrum—including cash, fixed income and equities, as well as a range of alternative offerings such as private equity and hedge funds. Our specialists also create custom investment vehicles that meet the needs of individual clients.
Goldman Sachs' Investment Strategy Group (ISG)—an independent team of global investment professionals—provides guidance on asset allocation and portfolio diversification. Clients can access ISG analyses of key investment issues and participate in timely discussions on market activity.
Trading, Hedging and Structuring Solutions
By leveraging the services of other divisions within Goldman Sachs, we offer clients the ability to trade in multiple securities and asset classes around the world. Many of our clients look to us not only for our execution capabilities but also for hedging and structuring solutions that help them manage a broad spectrum of risks. By combining our understanding of a client’s objectives with our strong derivatives expertise, we provide industry-leading advice, solutions and liquidity.
Wealth Advisory Services
To address client needs for income, estate planning, gift planning, generation-skipping tax planning and philanthropy, our Wealth Advisory Services group can help to craft and implement holistic wealth management solutions.
Trust and Estate Administration Services
The Goldman Sachs Trust Company helps meet the evolving and often complex needs of wealth management clients in the United States by offering personal trust and estate administration services. This dedicated team of fiduciary specialists offers customized services that integrate a broad spectrum of wealth advisory services and investment strategies.
Private Banking and Lending
GS Private Bank offers a range of services, allowing clients to consolidate and simplify the management of their financial assets and liabilities. The Bank provides cash management services, including cash sweeps and term deposits that are integrated into a client’s investment accounts. It also offers a range of payment services, from traditional check writing and debit cards to on-line services such as bill pay, electronic funds movement between banking institutions, and a Goldman Sachs-branded American Express Platinum card via referral.
GS Private Bank also offers tailored lending capabilities to enhance client liquidity and flexibility. Solutions range from the conventional to the creative and include residential mortgages, unsecured loans and loans secured by marketable securities, hedge funds, private equity funds, commercial real estate and private jets, yachts, vineyards, ranches and art collections.
Advisory Services for Select Institutions
For US clients, our capabilities extend to managing the investment needs of small- to mid-size institutions such as foundations and endowments. Our specialized support and advice can be tailored to the organization’s needs and goals.
We serve clients across the region through our offices in:
• Los Angeles
• New York
• San Francisco
• Washington DC
• West Palm Beach
The Investment Strategy Group is part of the Investment Management Division of Goldman Sachs and is not a part of the Goldman Sachs Global Investment Research Department.
Alternative investments entail substantial risks and may not be suitable for all investors.
All Goldman Sachs relationships are subject to Chinese Wall constraints.
Goldman, Sachs does not provide tax and/or legal advice to its clients, and all investors are strongly urged to consult with their own advisors regarding any potential investment or strategy.
The Goldman Sachs Trust Company, N.A. and The Goldman Sachs Trust Company of Delaware (GS Trust Companies) are each affiliates of The Goldman Sachs Group, Inc. and Goldman, Sachs & Co. Assets in an account with one of the GS Trust Companies are not insured by the FDIC or any other bank regulator; are not deposits or other obligations of, or guaranteed by, the GS Trust Companies or Goldman, Sachs & Co. or any of their affiliates; and involve investment risks, including possible loss of the principal amount invested. The GS Trust Companies are not members of SIPC or the FDIC.
The GS Private Bank is a business unit of The Goldman Sachs Bank USA, a New York state-chartered bank and a wholly-owned subsidiary of The Goldman Sachs Group, Inc. The Goldman Sachs Bank USA is a member of the Federal Reserve System and the FDIC. Payment services are offered through Goldman, Sachs & Co., member SIPC/FINRA. Certain service fees may apply, which are listed in the account agreement. Deposits are offered through The Goldman Sachs Bank USA, member FDIC. Loans may be offered by Goldman Sachs Bank USA, Goldman, Sachs & Co. or one of their affiliates.