Family Wealth Management & Planning Services

We help you manage the intricate relationship between family and wealth.

Today’s families are complex, with closely intertwined lifestyle and financial needs. A family’s diverse values, generational differences and varied planning objectives may require a customized approach.

We offer a range of family wealth services designed to address the many issues that you, your parents, your children and your extended family are likely to encounter as you navigate today’s world. We can draw upon expertise in wealth structuring, investment management, credit and banking to offer a thoughtful, integrated wealth plan.

Women and Wealth

Learn about and create wealth management strategies tailored to your individual priorities and investing preferences.

Philanthropy

Help create and shape a legacy that aligns with your family’s philanthropy goals by leveraging a range of philanthropic vehicles, including donor-advised funds, charitable trusts and private foundations.  

ElderCare Services

Evaluate options to care for your elderly relatives and to plan for your own needs as you age. We can help in organizing information and documents as well as wealth and estate planning. We may also be able to help in facilitating care coordination through our relationships.

Financial Empowerment

Our comprehensive financial education program is built to help inform the financial decisions you make today and support a solid foundation for your financial future.

LGBT Planning

Whatever the legal landscape, you need to be able to financially support each other and your children, build and preserve your wealth and transfer that wealth according to your wishes.

Agent for Trustee

We work with family members and other individuals who have been named trustee or executor and assist them in fulfilling their fiduciary responsibilities.

Strategic Philanthropy & Grantmaking

Giving with Passion and Purpose

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Wealth Planning

Custom tax and cash flow strategies and planning for future generations.

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Family Office

Supporting your family enterprise now and for generations to come.

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Trusts & Estates

Guidance and strategies to help fulfill your vision for the future.

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Family office decision

Father and daughter at a table with mother in the background

Create the future you want

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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.”).

Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A.

Connect with us: 1.800.878.7878

Investment products:

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.

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