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Business Owner Solutions

Your life, your business, and all the opportunities and challenges they bring are tied together. Bank of America Private Bank’s Business Owner Strategic Services draws from Bank of America’s vast resources to help you meet your business and personal goals.

 

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Business Growth

Capabilities and Expertise to Help You Build and Grow Your Business

Our approach

As a business owner, you make daily decisions that affect the growth and development of your company and your employees, while also balancing your commitments to family and other personal interests. We can help you manage the connections, opportunities and challenges of these intertwined priorities, taking into account your goals and plans for business growth and personal success.

That’s the advantage of an integrated relationship with Bank of America Private Bank and Bank of America. Your personal advisor and dedicated commercial relationship manager, in coordination with your other advisors, will work to understand the wide range of your objectives and find efficient strategies to build your business. 

Services

Expansion Financing

If you are looking to expand, Bank of America offers complete financing guidance, solutions and support, tailored to your unique strategic and operating needs.

Employee Benefits

To help you attract and retain top talent, Bank of America Retirement Services can provide services such as banking, retirement planning (including defined-benefit and 401(k) plans) and health care accounts.

Liquidity Management

Strong cash flow and efficient operations are critical to your business. Bank of America offers solutions that help you accelerate collections, manage payables and put excess liquidity to work.

Risk Management

Across our enterprise, we can help you create a comprehensive and disciplined approach to managing financial, market and operational risk, so you can help protect your business now and in the future.

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Related Solutions

Bank of America Solutions

Ideas and solutions geared to help you achieve your business goals.

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Manage Wealth

Deposit, Credit and Investment Solutions to Help Manage & Preserve Your Personal Finances

Keep your own finances on track while pursuing your long-term business goals

Our approach

You dedicate a lot of your time and energy running your business, but you have other priorities too—preserving your wealth, providing for children and parents and managing your daily finances and cash flow. After all, what happens with your business will affect your personal life and finances—and vice versa.

We can help you sort through the complexities, meet your daily cash flow and credit needs and manage longer-term priorities such as investments, wealth preservation and estate planning. Our customized strategies are designed to address your goals for your business and your family for generations to come. 

Services

Credit

Whether you’re looking to finance a simple purchase or a more complex goal, we offer guidance and flexibility to help you use credit strategically in pursuing your financial objectives.

Executive Equity Solutions*

Through our partnership with Merrill, we can help you address restricted and concentrated positions of stock, meet complex legal requirements and potential reporting obligations.

Investment Management

Your Bank of America Private Bank team can help you with portfolio construction, asset management and sophisticated market-linked solutions. .

Trusts & Estates

Insurance, trust and cash management strategies can help you prepare your business and family for the future.

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

Related Solutions

Banking

Cash management and digital banking capabilities. 

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Credit

Custom lending and credit solutions for short-term liquidity needs and long-term financial goals.    

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Family Office

Supporting your family enterprise now and for generations to come.    

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Transfer Wealth

Wealth Transfer Strategies to Help You Support the Next Generation and Positively Impact Your Community

Business success gives you the opportunity to benefit your family and positively impact your community in these times and for generations to come. The Business Owner Strategic Services team understands all that’s involved in this complex process, offering you continuous support and high-touch service throughout your business transition, no matter where you’re located.

Our approach

Wise decisions and hard work have helped you to accumulate and preserve assets, as well as support your family and enjoy life. But life’s questions keep coming: How will you provide for aging parents and your children while providing for your own long-term needs? How can you transfer wealth in a tax-efficient way? What are the best approaches for supporting the causes that matter to you now or in the years to come? 

Drawing on our deep experience helping business owners and other wealthy individuals and families, we can guide you through the decisions you can take now and determine how your assets will benefit the next generation and your community.

Services

Wealth Planning

For all you accomplish now and in the future, you want to make the most of your wealth. Sophisticated approaches to taxes and estate planning can help you build, preserve, enjoy and share what you’ve earned.

Trusts & Estates

We will take a hands-on, customized approach to managing trusts and helping to settle estates. We address sensitive matters thoughtfully and objectively and work to provide the guidance and strategies you need to help fulfill your vision for the future.

Investment Management

Your Bank of America Private Bank team​ can offer customized portfolio construction, asset management and sophisticated market-linked solutions designed to help achieve both your personal and business goals.

Philanthropic Solutions

We can help you structure giving to heighten its impact, from lifetime giving strategies, family philanthropy, foundation advisory services, grantmaking, trusts to donor-advised funds.

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

Related Solutions

Family Wealth Services

Addressing an array of specialized wealth needs that may affect you and your family. 

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Family Office

Supporting your family enterprise now and for generations to come. 

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Strategic Philanthropy & Grantmaking

Giving with passion and purpose.

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