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Resources for Professional Advisors

Delivering insights and guidance to elevate your practice and serve your clients’ needs

At Bank of America Private Bank, our team of specialists work alongside attorneys, tax accountants, and professional advisors to provide professional technical guidance in trust and estate planning, complex wealth planning, philanthropic strategies and family offices. Having served generations of families, we have the knowledge, resources and experience to administer trusts and estates with sensitivity and professionalism. And drawing on extensive knowledge and committed to the highest standards of care, our fiduciary experts employ transparency and discretion to help ensure your clients’ wishes are upheld.
Katie Karlson

"Our clients have the best outcomes when their advisors work together to help them achieve their goals and needs. Together in a coordinated approach, we work closely to educate our clients, advise around the appropriate solutions and coordinate the implementation and administration."

-Katie Carlson, Head of Wealth Strategy, Bank of America Private Bank

2025 Trends in Trust and Estate Planning

An exclusive report produced by WealthManagement.com in collaboration with Bank of America explores how accelerating wealth transfers and shifting tax laws are reshaping estate planning. Learn how advisors are preserving wealth, mitigating taxes, and engaging the next generation - while turning market volatility into planning opportunities.

Access actionable insights on tax strategies, family dynamics, and philanthropy to strengthen your practice.

Trusts and Estates

We can serve as trustee, executor, or agent providing a full-range of fiduciary asset management and estate administrative services.

Wealth Planning

Leverage our expertise to craft tailored tax and cash flow strategies that preserve and transfer your clients’ wealth seamlessly.

Philanthropy

Advance your clients’ charitable goals through tailored solutions and seamless collaboration with our advisory team.

Family Office

A practice specialized in helping family offices with sophisticated solutions like bill pay and data aggregation, consulting and wealth planning.

Trusts and Estates

We can serve as trustee, executor, or agent providing a full-range of fiduciary asset management and estate administrative services.

Wealth Planning

Leverage our expertise to craft tailored tax and cash flow strategies that preserve and transfer your clients’ wealth seamlessly.

Philanthropy

Advance your clients’ charitable goals through tailored solutions and seamless collaboration with our advisory team.

Family Office

A practice specialized in helping family offices with sophisticated solutions like bill pay and data aggregation, consulting and wealth planning.

Hear from some of our leaders in Bank of America Private Bank

Featured thought leadership

Let’s Talk Investments

Avoiding trustee (and family) turmoil

How can you prepare for a wealth transfer?

Should your company manage your personal finances?

Market briefs

Breaking insights on the economy, market volatility, policy changes and geopolitical events.

Managing your family legacy through a family office

The value of a corporate fiduciary on your side

Generational Divide Among Wealthy Americans: 2024 Study Key Trends

Integrating complex assets into giving strategy

Charitable vehicles comparison

How to Engage Next Gen in Philanthropy

The Planning Center of Excellence

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