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 and 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
Related Solutions
Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.
Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.
Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
Bank of America Private Bank is a division of Bank of America, N.A.
U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.
Investment products:
| Are Not FDIC Insured |
Are Not Bank Guaranteed |
May Lose Value |
Bank of America, N.A., and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.
Bank of America, N.A., Member FDIC. Equal Housing Lender 
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