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Solutions

From personalized strategies to broad-based investment management, our experience and suite of solutions can help your family manage the complexities of wealth and achieve your unique goals.

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Alternative Investments

Explore whether alternative investments could refine and enhance your financial strategy.
Art Services

Whether you’re an individual or an arts institution, our Art Services group can work with you to deliver solutions to managing your collection.
Banking

Put the resources and conveniences of Bank of America® to work for you.
Business Owner Solutions

Thoughtful management can help your business thrive right along with your personal life.
Customized Lending & Home Financing

A complete picture of your wealth includes the borrowing power of your assets.
Donor Advised Fund

The Bank of America Charitable Gift Fund offers a sophisticated and dynamic way to give to the causes that mean the most to you.
Endowments & Foundations

Navigating the complexities of running a nonprofit institution, endowment, or foundation is far from a one-size-fits-all proposition.
Family Office

Our practice provides specialized consulting and services to help you and your family manage your day-to-day needs, governance and stewardship.
Family Wealth Services

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

Insights and tools for managing your finances at any stage of life
Fixed Income

Helping you meet your long-term goals by preserving your wealth while providing market-appropriate capital appreciation, liquidity and income.
Investment Management

Extensive resources come together in personalized investment solutions for individuals, families and organizations.
Private Philanthropy

Philanthropy is about more than making charitable contributions. It is about living according to your values and supporting what matters most to you.
Specialized Foundation Services

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

Farms, timberland and other nonfinancial specialty assets may offer financial benefits, while helping to diversify your overall portfolio.
Sustainable Investing

Aligning your investments with your social and environmental values.
Trusts & Estates

Realizing your vision for the future requires a carefully crafted plan and the knowledge, guidance and resources of an experienced team.
Wealth Planning

Sophisticated analysis and customized strategies can help you preserve, enjoy and transfer wealth.

Connect with a Private Client Advisor

Learn about the benefits of working with Bank of America Private Bank.

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