Sophisticated analysis and customized strategies can help you preserve, enjoy and transfer wealth.
As wealth increases, new issues and opportunities make wealth planning increasingly important, and often complex. Bank of America Private Bank's experienced planning professionals work with you and your other professional advisors to help integrate your current objectives and long-term goals into your overall plan. We strive to deliver practical, executable strategies and solutions.
Wealth strategists typically analyze a client’s current investment portfolio, tax situation, retirement plans and executive compensation arrangements, as well as existing estate, gifting and charitable plans. But the process does not end there. We remain integral to your relationship team, proactively identifying strategies that may be of interest, based on changes to estate planning and wealth preservation techniques, and providing periodic reviews of your Bank of America Private Bank relationship.
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