Create the future you want
How are you thinking about the future? Building security for your family? Growing your business? Exploring ways to give back to your community?
Bank of America Private Bank can help – with insights, solutions and professionals dedicated to helping you achieve your goals for the future.
Our investment management, trust, and banking solutions provide the tools you will use to build a strong foundation – all delivered with the personalized attention of a boutique private bank.
- Impact investing - helps you to align your investments to your social and environmental values.
- Philanthropy - provides specialized advisory services to plan gifting and donations.
- Art Services - equips you with the knowledge to help navigate the complex art world.
- Trust & Estates and Succession planning – make possible the transfer of resources.
- Custom Lending - provides with liquidity, finance opportunities and addressing long term goals
And, for those just getting started, our Financial Empowerment Program was created specifically to help. Whether you’re a parent seeking to pass down your assets, or you are still building your resources, we understand that building financial acumen can often be the key to success.
Whatever your goal, your dedicated advisor and team will provide timely, purposeful direction throughout your journey.
To get started, reach out to Jesse Mandell, SVP, Bank of America Private Bank Business Owner and Next Gen Strategy by email or 1.617.434.9826 or contact your advisor.
Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
