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What if a legacy wasn’t something left, but something lived?
We’re here to help you reframe what’s possible

A range of solutions for

Individuals & families

Investment management

An approach to managing your wealth, tailored to your needs

Trusts & estates

Guidance and strategies to help fulfill your vision for the future

Strategic philanthropy & grantmaking

Giving with passion and purpose


Cash management and digital banking capabilities

Business owners

Business growth

Capabilities and expertise to help you build and grow your business

Business transitions

Guidance and strategies to help raise capital, sell or transfer your company

Manage wealth

Deposit, credit and investment solutions to help grow & manage your personal finances

Transfer wealth

Wealth transfer strategies to help you support the next generation and community


Investment management

Tailored investment solutions to support your organization's long-term mission

Board governance & leadership development

Tools and strategies to help endowments and foundations demonstrate and execute sound business practices

Specialized foundation services

Administering a foundation and related grants program requires experience, expertise and specialization

Mission advancement and donor strategies

Best practices to support your organization’s approach to addressing community needs, data-driven decision making and increased competition for the donor dollar

We're by your side, no matter where you are.

Through volatile markets and the growing complexity of the financial landscape, your Bank of America Private Bank advisor and team of specialists can help you review your goals and navigate your options.