Business Owner and Founder Solutions

Wealth Planning

Our sophisticated approaches to tax and estate planning can help you build, preserve, enjoy and share what you’ve earned. Drawing on our deep experience with business owners, we can guide you through business succession, concerns over family equity, a sale, merger or other exit or liquidity transactions.  Whether it’s income tax and cash flow planning, lifetime gifting strategies, trust creation or family philanthropy, we help you structure your wealth to enhance its impact.  

Trusts & Estate Planning

We take a hands-on, customized approach to designing and managing trusts and helping to settle estates. We address sensitive matters thoughtfully and objectively and work to provide the guidance and strategies you need to help fulfill your vision for your family’s future.

Investment Management

Your Bank of America Private Bank team can help you with portfolio construction, asset allocation and sophisticated market-linked solutions.

Philanthropic Solutions

We can help you structure giving to heighten its impact, from lifetime giving strategies, family philanthropy, foundation advisory services, grantmaking, trusts to donor-advised funds.

Wealth Planning

Our sophisticated approaches to tax and estate planning can help you build, preserve, enjoy and share what you’ve earned. Drawing on our deep experience with business owners, we can guide you through business succession, concerns over family equity, a sale, merger or other exit or liquidity transactions.  Whether it’s income tax and cash flow planning, lifetime gifting strategies, trust creation or family philanthropy, we help you structure your wealth to enhance its impact.  

Credit

Whether you’re looking to finance a simple purchase or a more complex project, we offer guidance and flexibility to help you use credit strategically in pursuing your financial objectives.

Liquidity Management

Strong cash flow and efficient operations are critical to your business. Bank of America offers solutions that help you accelerate collections, manage payables and put excess liquidity to work.

Employee Benefits

To help you attract and retain top talent, Bank of America Retirement Services can provide services such as banking, retirement planning (including defined-benefit and 401(k) plans) and health care accounts.