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Bank of America Private Bank

Wealth Management, Asset Management

Focused on managing complex financial needs of wealthy individuals, families, and institutions, offering innovative strategies and boutique private banking services.

Overview and Management

Establishment Year

200

Mission

Dedicated to helping clients achieve goals, preserve wealth, and create legacies through personalized solutions and fiduciary care.

Values

Integrity, fiduciary care, transparency, and community engagement.

Investment Roles

Direct Investor, Intermediary

Participant Demographics

Serves wealthy individuals, families, institutions, and nonprofits.

Generational Wealth Planning

Focus on intergenerational wealth transfer, estate planning, and preserving family values.

Risk Tolerance

Tailored to client needs, with strategies aligned to specific risk tolerances and liquidity preferences.

References or Case Studies

Offers proven expertise and 200+ years of legacy but does not explicitly mention case studies.

Team Experience

Extensive expertise across wealth management, investment management, and estate planning.

Notable Achievements

200+ years of history in wealth management and fiduciary services.

Project Track Record

Exit Strategies

Legal, Compliance and Contact Information

Regulatory Registrations

Bank of America, N.A., Member FDIC.

Compliance History

No major issues noted.

Email

Phone Number

1.800.878.7878

Address

New York United States

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Frequently Asked Questions

What services does Bank of America Private Bank offer?

Bank of America Private Bank provides a range of personalized financial services designed to help clients achieve their goals and preserve wealth. These services include investment management, estate planning, and trust services, all tailored to meet the unique needs of each client. - Personalized investment strategies - Comprehensive estate planning - Trust and fiduciary services

How can Bank of America Private Bank help with wealth preservation?

Bank of America Private Bank specializes in wealth preservation strategies that protect clients' assets for future generations. Their fiduciary care ensures that clients' financial plans are aligned with their long-term goals. - Customized wealth management plans - Risk management strategies - Ongoing financial reviews

What is the approach of Bank of America Private Bank towards legacy creation?

Bank of America Private Bank focuses on legacy creation by helping clients develop comprehensive estate plans that reflect their values and wishes. Their team works closely with clients to ensure their legacies are preserved and passed on effectively. - Tailored estate planning services - Philanthropic strategies - Family governance planning