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Business Owner and Founder Solutions

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

 

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Personal and Family Wealth

Comprehensive Advice, Banking, and Investment Solutions to Help Manage and Preserve Your Wealth

Our approach

You dedicate a lot of your time and energy to running your company, but you have other priorities too – managing your daily finances and cash flow and providing for your family. Are you working through the future liquidity, tax and wealth transfer decisions that may help protect and preserve your wealth and establish a family or philanthropic legacy?

Our sophisticated solutions and wealth planning strategies help you maximize the opportunities your business has made possible.  Our experienced team is here to help you protect your legacy for generations to come.   

Services

Wealth Planning

Our sophisticated approaches to tax and estate planning can help you build, preserve, enjoy and share what you’ve earned. Drawing on our deep experience with business owners, we can guide you through business succession, concerns over family equity, a sale, merger or other exit or liquidity transactions.  Whether it’s income tax and cash flow planning, lifetime gifting strategies, trust creation or family philanthropy, we help you structure your wealth to enhance its impact.  

Trusts & Estate Planning

We take a hands-on, customized approach to designing and 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 your family’s future.

Investment Management

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

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

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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.    

Explore credit solutions

Family Office

Supporting your family enterprise now and for generations to come.    

Explore family office solutions

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The Planning Center of Excellence

Protecting your business and your wealth

Business and Corporate Solutions

Capabilities and Expertise to Help You Build and Grow your Business

Our approach

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

Wealth Planning

Our sophisticated approaches to tax and estate planning can help you build, preserve, enjoy and share what you’ve earned. Drawing on our deep experience with business owners, we can guide you through business succession, concerns over family equity, a sale, merger or other exit or liquidity transactions.  Whether it’s income tax and cash flow planning, lifetime gifting strategies, trust creation or family philanthropy, we help you structure your wealth to enhance its impact.  

Credit

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

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.

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.

Connect with a Private Client Advisor

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

Related Solutions

Bank of America Solutions

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

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General disclaimer for Bank of America

Bank of America is a marketing name for the Retirement Services business of Bank of America Corporation ("BofA Corp.").

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The Planning Center of Excellence

Protecting your business and your wealth

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