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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.
Digital Capabilities

Digital tools to help you manage all your finances anytime.
Donor-Advised Funds

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.
Equity Investing

Tap into sources of long-term growth for your portfolio
Family Office

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

Ready to make your move? We’re ready to help you make it a successful one. Let our expertise and insights be the foundation for whatever you want to achieve.
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.
Resources for Professional Advisors

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