Business success gives you the opportunity to benefit your family and
positively impact your community for years and 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 that will shape your legacy and determine how your assets will benefit the next generation and your community.
Services
Related Solutions
Investing involves risk. There is always the potential of losing money when you invest in securities.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Neither Bank of America Private Bank nor any of its affiliates or
advisors provide legal, tax or accounting advice. You should consult
your legal and/or tax advisors before making any financial
decisions.
Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.
Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Investment products:
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Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value |
Bank of America, N.A., and U.S. Trust Company of
Delaware (collectively the “Bank”) do not serve in a fiduciary
capacity with respect to all products or services. Fiduciary
standards or fiduciary duties do not apply, for example, when the Bank
is offering or providing credit solutions, banking, custody or
brokerage products/services or referrals to other affiliates of the Bank.
Bank of America, N.A., Member FDIC. Equal Housing Lender 
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