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Wealth Planning

Custom Tax and Cash Flow Strategies and Planning for Future Generations

 

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Sophisticated analysis and customized strategies can help you preserve, enjoy and transfer wealth.

Our approach

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.

 

Services

Tax Consulting

Sophisticated strategies may help minimize current and future income, gift, estate and generation-skipping transfer taxes. We offer specialized assistance with equity compensation, concentrated stock, liquidity events, such as the sale of a business, and unique issues including planning for an art collection. 

Cash Flow and Lifestyle Planning

Identifying strategies to provide liquidity and financial flexibility, while managing taxes and portfolio risk. 

Intergenerational Wealth Planning

We work with your other independent advisors to develop customized strategies designed to minimize wealth transfer taxes, build and preserve wealth and help ensure that more of your assets are distributed and used as you wish — whether they go to family members, friends or charitable organizations.  

Charitable Giving Strategies

Assistance in identifying strategies to fulfill charitable as well as family goals, such as engaging your children and grandchildren in philanthropy. 

Connect with a Private Client Advisor

Learn more about the benefits of working with Bank of America Private Bank

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