Family Office

Supporting Your Family Enterprise Now and for Generations to Come

Our practice provides specialized consulting and services to help you and your family manage your day-to-day needs, and the intricacies of governance and stewardship.

Our approach

The Family Office practice is dedicated to extending the reach and legacy of some of the nation’s most affluent families by listening intently, advising intelligently and executing skillfully along with control and confidentiality. We are solely focused on planning, administering, reporting and consulting on the diverse aspects of family offices all backed by the resources of Bank of America.

We recognize that while there are common elements to creating and enduring family enterprise, each family is unique in its interests, priorities and approach. Your team has the knowledge and understanding to deliver solutions tailored to your family’s needs.

Services

Data Aggregation and Reporting

Comprehensive insights to help manage your complex financial picture and support better decision-making and control.

Oversight and Administration

Experience in implementing and administering your complex and sophisticated estate plan, including coordinating and communicating with your family and other advisors.

Accounting

Simplified accounting processes with integrated financial statement, cash flow and expense analysis and reporting, as well as entity and partnership accounting.

Planning and Consulting

Insights across a broad range of family enterprise considerations, including estate and generational transfer planning, structure and governance decisions and operational and technology solutions.  