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Family Office for Individuals & Families

Supporting Your Family Enterprise Now and for Generations to Come

Our practice provides specialized consulting and services to help you and your family manage the intricacies of governance and stewardship. 

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. We are solely focused on planning, administering, reporting and consulting on the diverse aspects of family offices.

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

Information Management and Reporting

Comprehensive insights to help manage your complex financial picture and support better decision-making and control.  

Oversight and Administration

Experience in implementing and administering your complex and sophisticated estate plan, including coordinating and communicating with your family and other advisors. 

Accounting

Simplified accounting processes with integrated financial statement, cash flow and expense analysis and reporting, as well as entity and partnership accounting. 

Planning and Consulting

Insights across a broad range of family enterprise considerations, including estate and generational transfer planning, structure and governance decisions and operational and technology solutions.   

Treasury Management and Bill Payment

Supporting single family offices with full-service bill payment and platform solutions to manage their cash and expenses. 

Related Solutions

Trust & Estates

Guidance and strategies to help fulfill your vision for the future

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Business Transition

Guidance and strategies to help raise capital, sell or transfer your business.

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Strategic Philanthropy & Grantmaking

Personal giving strategies that complement your passions and purpose.

SEE HOW

Art Services

Specialized services for art collectors and non-profits including Art Lending, Art Planning, Consignment Services and Philanthropic Solutions.

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How to find the right person to run your family office

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The power of family meetings

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Charitable giving services for family offices​

Investing involves risk. There is always the potential of losing money when you invest in securities.

 

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in 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.

 

Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

 

Trust, fiduciary and investment management services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. and its agents.

Connect with us: 1.800.878.7878

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.

 

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Connect with us: 1.800.878.7878

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