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Bank of America Corporation provides comprehensive private wealth management and fiduciary services through Merrill Private Wealth Management and Bank of America Private Bank.
Bank of America Corporation, operating private wealth platforms including Merrill Private Wealth Management and Bank of America Private Bank, provides comprehensive private wealth management and fiduciary services to ultra-high-net-worth individuals and families. The organization offers integrated investment management, wealth planning, liquidity solutions, lending and banking, and fiduciary services, with an emphasis on holistic wealth strategy across generations. It serves business owners, executives, philanthropists and families seeking tailored guidance, sophisticated risk and succession planning, and access to research-driven market insights. Supported by a global team of advisors and specialized centers, the organization aims to help clients grow, sustain and transfer wealth, navigate complex financial questions, and align resources with personal values and family goals.
Mission statement
Providing insight, simplicity and perspective
Products & Services
Commercial Real Estate Financing Product
Empower clients to finance their investment properties efficiently.
www.pbig.ml.com/articles/commercial-real-estate-financing.html- ✓ Acquire Investment Properties — Enable Acquisition Of Properties
- ✓ Integrated Advisory Support — Receive Tailored Financial Guidance
- ✓ Build Investment Properties — Facilitate Property Development
- ✓ Refinance Investment Properties — Optimize Existing Financing
- ✓ Real Estate As Collateral For Liquidity — Leverage Property For Liquidity
Yacht Financing Product
Tailored financing solutions for acquiring yachts while maintaining wealth management goals.
www.pbig.ml.com/articles/commercial-real-estate-financing.html- ✓ Advisor Guidance — Receive Personalized Advisor Support
- ✓ Flexible Financing Options — Access Tailored Loan Terms
- ✓ Asset-Based Lending — Leverage Investments for Financing
- ✓ Tax Efficiency — Minimize Tax Impact
Fiduciary Trust Solutions Service
Expert fiduciary services to streamline trust management for families and trustees.
www.pbig.ml.com/solutions/fiduciary-trust-services.html- ✓ Fiduciary Investment Capabilities — Expert Investment Management
- ✓ Distributions to Beneficiaries — Facilitate Trust Distributions
- ✓ Corporate Trustee Services — Professional Trustee Oversight
- ✓ Balance Beneficiary Interests — Balance Competing Interests
- ✓ Estate Administration — Efficient Estate Settlement
- ✓ Recordkeeping and Reporting — Comprehensive Recordkeeping
- ✓ Tax Reporting — Streamlined Tax Preparation
Trusts and Wealth Transfer Planning Service
Facilitating seamless wealth transfer through strategic trust management and planning.
www.pbig.ml.com/solutions/trusts-and-legacy.html- ✓ Trust Administration — Manage Trust Assets
- ✓ Estate Tax Minimization — Reduce Estate Tax Burden
- ✓ Legacy Planning — Establish Values-Based Legacy
- ✓ Comprehensive Wealth Strategies — Customize Wealth Plans
- ✓ Specialized Trust Structures — Utilize Diverse Trusts
Private Wealth Services Service
Navigate complexities of wealth while achieving family goals through tailored guidance.
www.pbig.ml.com/solutions/private-wealth-services.html- ✓ Strategic Wealth Advisory Group — Implement Cohesive Strategies
- ✓ Educational Programs — Develop Skills Across Generations
- ✓ Customized Wealth Strategies — Align Financial and Personal Aspirations
- ✓ Family Office Services — Gain Greater Control Over Wealth
Family Office Services Service
Gain control over your wealth with tailored family office services that streamline financial management.
www.pbig.ml.com/solutions/family-office.html- ✓ Governance Support — Strengthen Family Governance
- ✓ Household Accounting Services — Streamline Household Finances
- ✓ Tax Services — Navigate Tax Complexities
- ✓ Personal Financial Reporting — Understand Your Wealth
- ✓ Consulting & Administration — Enhance Financial Coordination
Merrill Lynch Investment Advisory Program Service
Receive personalized investment management tailored to your goals and preferences.
www.pbig.ml.com/solutions/ml-investment-advisory-program.html- ✓ Professionally Managed Portfolios — Gain Access To Expert Management
- ✓ Personalized Financial Guidance — Receive Tailored Investment Advice
- ✓ Tax-Efficient Strategies — Optimize Your Tax Impact
- ✓ Ongoing Monitoring — Ensure Continuous Alignment
- ✓ Access To Alternative Investments — Diversify With Alternatives
Premium Access Strategies Service
Offers customizable investment management for high-net-worth individuals with complex financial needs.
www.pbig.ml.com/solutions/premium-access-strategies.html- ✓ Enhanced Personalization — Achieve Tailored Investment Solutions
- ✓ Investment Manager Access — Connect With Investment Experts
- ✓ Negotiable Pricing — Benefit From Flexible Fee Structures
Model Portfolios Service
Create a personalized investment strategy with expertly managed model portfolios.
www.pbig.ml.com/solutions/model-portfolios.html- ✓ Expert Management — Gain Expert Management
- ✓ Personalized Financial Blueprint — Create Your Blueprint
- ✓ Continuous Monitoring and Rebalancing — Ensure Ongoing Discipline
- ✓ Diversification Strategies — Enhance Portfolio Resilience
Sustainable and Impact Investing Solution
Invest in competitive returns while promoting social and environmental impact through our sustainable investment strategies.
www.pbig.ml.com/solutions/impact-investing.html- ✓ People/Planet/Governance Framework — Align Investments With Values
- ✓ Sustainability Due Diligence — Integrate Sustainability Data
- ✓ Impact Investment Opportunities — Invest In Social Solutions
- ✓ Customized Investment Strategies — Tailor Your Investments
Strategic Wealth Advisory Group Service
Expert advisors helping you safeguard your wealth for future generations.
www.pbig.ml.com/solutions/strategic-wealth-advisory-group.html- ✓ Integrated Wealth Strategy — Align Financial And Estate Goals
- ✓ Risk And Privacy Considerations — Manage Financial Risks Efficiently
- ✓ Tax-Efficient Transfer Planning — Minimize Transfer Taxes
- ✓ Business Solutions — Strategize Business Success
- ✓ Philanthropic Planning — Facilitate Family Bonding Through Giving
Executive Services Service
Maximizes the value of equity compensation while ensuring compliance with regulations.
www.pbig.ml.com/solutions/executive-services.html- ✓ Rule 10b5-1 Trading Plans — Plan Trades In Advance
- ✓ Concentrated Stock Strategies — Manage Concentrated Stock Risks
- ✓ Block Trading Services — Enhance Execution Quality
- ✓ Officer & Director Equity Services — Simplify SEC Reporting
Donor-Advised Fund Product
Streamline your giving strategy with tax-efficient contributions.
www.pbig.ml.com/solutions/donor-advised-fund.html- ✓ Tax Advantages — Get Immediate Tax Deductions
- ✓ Investment Flexibility — Select From Various Investment Options
- ✓ Wide Range of Acceptable Assets — Contribute Complex Assets
- ✓ Grant Recommendations — Make Flexible Grant Recommendations
- ✓ Simplified Administrative Management — Reduce Administrative Burden
Art Services Service
Maximize your art collection's value with expert consulting and strategic estate planning.
www.pbig.ml.com/solutions/art-services.html- ✓ Strategic Planning for Disposition — Tax and Philanthropy Planning
- ✓ Liquidity Solutions — Use Art As Collateral
- ✓ Philanthropy Services — Private Philanthropy Management
- ✓ Consulting and Consignment — Tailored Consulting Services
- ✓ Market Insights — Art Market Insights
Market Segments
Private wealth management
Comprehensive investment and advisory services for high‑net‑worth and ultra‑high‑net‑worth clients, including discretionary portfolio management, access to alternatives, tax‑efficient strategies, and personalized financial planning
Family office and fiduciary management
Services that consolidate family governance, household accounting, consolidated reporting, trust and estate administration, tax administration, and professional trustee oversight to support intergenerational wealth
Specialty asset-backed lending
Lending and liquidity strategies that use nontraditional collateral such as commercial real estate, art, yachts, or securities to provide acquisition, construction, refinance, or customized liquidity facilities
Philanthropic advisory and donor-advised funds
Philanthropic planning and gift administration including donor‑advised fund management, grant recommendations, tax‑efficient charitable strategies, and counsel for private philanthropy and institutional giving
Related Organizations
Creative Planning is a leading U.S.-based wealth management and financial advisory firm offering comprehensive planning and investment services to individuals and families.
Northwestern Mutual is a mutual financial services firm delivering financial security and planning for individuals and families.
Common Questions
- What does Bank of America Corporation do?
- Bank of America Corporation, operating private wealth platforms including Merrill Private Wealth Management and Bank of America Private Bank, provides comprehensive private wealth management and fiduciary services to ultra-high-net-worth individuals and families. The organization offers integrated investment management, wealth planning, liquidity solutions, lending and banking, and fiduciary services, with an emphasis on holistic wealth strategy across generations. It serves business owners, executives, philanthropists and families seeking tailored guidance, sophisticated risk and succession planning, and access to research-driven market insights. Supported by a global team of advisors and specialized centers, the organization aims to help clients grow, sustain and transfer wealth, navigate complex financial questions, and align resources with personal values and family goals.
- What is Bank of America Corporation's role in the Private wealth management market?
- Comprehensive investment and advisory services for high‑net‑worth and ultra‑high‑net‑worth clients, including discretionary portfolio management, access to alternatives, tax‑efficient strategies, and personalized financial planning
- What is Bank of America Corporation's role in the Family office and fiduciary management market?
- Services that consolidate family governance, household accounting, consolidated reporting, trust and estate administration, tax administration, and professional trustee oversight to support intergenerational wealth
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