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We can’t wait to rise to your occasion

Whether you’re figuring out your vision for the future or ready to make a big move,
we’re here to help.

Anita Saggurti, Next Gen Strategy Executive at Bank of America Private Bank

The right partner to take you further

Anita Saggurti is the Next Gen Strategy Executive at Bank of America Private Bank. In working with her, you’ll get years of experience and personal insight into developing your future at this important time in your life.

Businesswomen looking out the office window

Expertise to fuel your ambition

Actionable insights to help navigate your financial life.

Financial management

Discover new ways to meet your goals by educating your family.


Trusts & wealth planning

Trusts are pivotal for protecting your wealth and maximizing your legacy.

Family & legacy

Estate planning is a family affair. And a high priority for younger generations.


Life’s milestones

Buying a home? It’s an important and exciting endeavor. And that means there’s a lot to consider.

New York City skyline

Putting the next generation first

The Next Generation Summit gives tomorrow’s leaders an opportunity to network with each other and hear from our experts and other luminaries.

Insights, news and more to help lead your way

The more you know, the better prepared you’ll be to make a positive change in the world.