Business Owner Solutions

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. 

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. 

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.