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

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

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

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

Supporting single family offices with full-service bill payment and platform solutions to manage your cash and expenses. Our bill pay solution is a comprehensive process with institutional controls, managed by a dedicated team of bill pay specialists, freeing up your resources to focus on your strategic priorities.

We offer customized lending and credit strategies tailored to your needs, whether you’re looking for greater liquidity, funding for an investment opportunity or a lifestyle purchase, support for your estate planning objectives or help meeting other goals.

Our differentiated solutions include:

CashPro® for Family Office: A comprehensive digital platform empowering payments, liquidity management, integration and fraud prevention on both your personal and business bank accounts.

Card Management & Spending Controls: Optimize and govern your family office spending with our commercial card solutions, centralized management platform, detailed expense reporting and customizable merchant category codes.

The Chief Investment Office (CIO) curates thought leadership through the combined efforts of the Bank of America Institute, BofA Global Research, and CIO Private Bank Research team, to develop the firm’s investment strategy and identify key investment themes.

Senior Investment Strategists partner with your client team to create tailored family office investment strategies that provide direct access to the Chief Investment Office, complex investment strategies and deliver firm-wide capabilities, including capital markets and direct investing.