Improving Asset Allocation ModelsImproving Asset Allocation Models

Douglas Moore has been a managing director and the senior planner in the U.S. Trust Family Office Group (specializing in estate and charitable planning) since 2008.  He regularly meets with families and their advisors to design and implement estate, charitable and trust plans.

Doug has been a trusts and estates attorney for more than 32 years.  Before joining U.S. Trust, he was a managing director and the head of estate and charitable planning at The Citigroup Private Bank for five years and Citi Trust for over one year.  Also, he was Senior Counsel of the Estate and Trust Services Group at Smith Barney for over five years.  Before joining Smith Barney in 1996, Doug practiced law in Manhattan for over 16 years as a trusts and estates attorney and was involved in all aspects of estate planning and estate and trust administration.

Doug has written over fifty-five articles on estate and charitable planning, investments for trusts and private foundations, fiduciary responsibility, real estate and life insurance.  These articles have been published in Trusts & Estates, Estate Planning, Taxation of Exempts, Practical Tax Strategies and BNA Tax Management.  He also serves as a co-chairperson of the Estate Planning and Taxation Committee on the advisory editorial board of Trusts & Estates magazine.  He has lectured before various professional groups (including bar associations)on estate and charitable planning.