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Transfer Wealth for Business Owners

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.


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. 

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. 

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. 

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. 

Related Solutions

Manage Wealth

Deposit, credit and investment solutions to help grow and manage your personal finances. 


Family Wealth Services

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


Family Office

Supporting your family enterprise now and for generations to come. 


Strategic Philanthropy & Grantmaking

Giving with passion and purpose.


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