Business success gives you the opportunity to benefit your family and positively impact your community in these times and for generations to come
Wealth Transfer Strategies to Help You Support the Next Generation and Positively Impact Your Community
Our Approach
Wise decisions and hard work have helped you to accumulate and preserve assets, as well as support your family and enjoy life. But life’s questions keep coming: How will you provide for aging parents and your children while providing for your own long-term needs? How can you transfer wealth in a tax-efficient way? What are the best approaches for supporting the causes that matter to you now or in the years to come?
Drawing on our deep experience helping business owners and other wealthy individuals and families, we can guide you through the decisions you can take now and determine how your assets will benefit the next generation and your community.
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The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for Global Wealth & Investment Management ("GWIM") clients, is part of the Investment Solutions Group (“ISG”) of GWIM, a division of Bank of America Corporation (“BofA Corp.”).