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Resources for Professional Advisors

Delivering insights and guidance to elevate your practice and serve your clients’ needs

At Bank of America Private Bank, our team of specialists work alongside attorneys, tax accountants, and professional advisors to provide professional technical guidance in trust and estate planning, complex wealth planning, philanthropic strategies and family offices. Having served generations of families, we have the knowledge, resources and experience to administer trusts and estates with sensitivity and professionalism. And drawing on extensive knowledge and committed to the highest standards of care, our fiduciary experts employ transparency and discretion to help ensure your clients’ wishes are upheld.

Katie Karlson

"Our clients have the best outcomes when their advisors work together to help them achieve their goals and needs. Together in a coordinated approach, we work closely to educate our clients, advise around the appropriate solutions and coordinate the implementation and administration."

-Katie Carlson, Head of Wealth Strategy, Bank of America Private Bank

2024 Trends in Trust and Estate Planning

An exclusive report produced by WealthManagement.com in collaboration with Bank of America to help identify the impact of socio-economic forces on estate planning and how attorneys and advisors are adjusting their approach to meet their clients’ goals. 

Trusts and Estates

We can serve as trustee, executor, or agent providing a full-range of fiduciary asset management and estate administrative services.

Wealth Planning

Leverage our expertise to craft tailored tax and cash flow strategies that preserve and transfer your clients’ wealth seamlessly.

Philanthropy

Advance your clients’ charitable goals through tailored solutions and seamless collaboration with our advisory team.

Family Office

A practice specialized in helping family offices with sophisticated solutions like bill pay and data aggregation, consulting and wealth planning.

Hear from some of our leaders in Bank of America Private Bank

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