Our practice provides specialized consulting and services to help you and your family manage your day-to-day needs, and the intricacies of governance and stewardship.
Family Office
Our approach
The Family Office practice is dedicated to extending the reach and legacy of some of the nation’s most affluent families by listening intently, advising intelligently and executing skillfully along with control and confidentiality. We are solely focused on planning, administering, reporting and consulting on the diverse aspects of family offices all backed by the resources of Bank of America.
We recognize that while there are common elements to creating an enduring family enterprise, each family is unique in its interests, priorities and approach. Your team has the knowledge and understanding to deliver solutions tailored to your family’s needs.
Services
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