Solutions & Services

Alternative investments can play a powerful role in helping you diversify your portfolio, protect against volatility, or accelerate growth.

Whether you’re an individual or an arts institution, we can help you manage your collection and navigate the complexities of the art world.

Take advantage of benefits and rewards built around the different ways you work with us when you join the Bank of America Preferred Rewards program.

Bank of America offers credit cards with benefits like travel, cash back and an exceptional suite of services and experiences to complement your lifestyle.

Manage your cash flows, maintain liquidity and earn competitive yields on your everyday cash holdings with a range of solutions from Bank of America

We offer access to capital, ways to help protect a company and its employees and strategies to safeguard a business today and for your heirs.

Loans and terms tailored to your liquidity needs and financial situation with a wide range of collateral options, including yachts and art collections.

The Bank of America Charitable Gift Fund offers a streamlined, tax-efficient and dynamic way to give to the causes that matter to you.

Tailored investment management, fiduciary administration and strategic consulting services to help advance your mission.

Holders of restricted and concentrated stock can access strategies to offset concentrated stock positions, navigate regulations and address liquidity events.

Ultra-high-net-worth clients have access to specialized services such as customized expense reporting, tax return preparation and consolidated portfolio reporting.

Select a level of support that is right for your family from our fiduciary advisors to help lighten the load from serving as trustee.

The strategic use of life insurance can help you leave a legacy to your family, continue a business you have built or make a significant philanthropic impact.

A wide array of solutions to help you achieve your investment goals, including Equities, Fixed Income, Risk Management and more.

Flexible borrowing options with variable and fixed rate loans, including lending against eligible securities in your Merrill investment accounts.

Let us help prepare you and your family to navigate the challenges and opportunities of wealth and sustain your wealth and values across generations.

Get a personalized approach to investing tailored to your goals and values, such as professionally managed portfolios and access to tax-managed strategies.

Seamless, secure access enables you to view, monitor and manage your Merrill investment and Bank of America bank accounts in one place.

Professionally managed portfolios grounded in the insights of Bank of America's Chief Investment Office.

A broad range of financing solutions for residential properties and support from Bank of America lending specialists to help you find the right mortgage.​

Services to help you build a tradition of giving, share your skills and experience, and unite your family around a common purpose.

Enhanced customization and professional management for your portfolio

A knowledgeable, skilled and trusted team can help you craft a strategy for navigating considerable wealth and achieve your varied family goals.

Nonfinancial assets such as commercial real estate, timberland, farmland and more can be integrated into your wealth management plan for diversification.​

From a sudden wealth event to unknown sports or entertainment career spans, let us help you manage your unique financial life.

The knowledge and resources of an experienced team can help you with wealth transfer and philanthropic planning strategies.

Invest in the momentum of a changing world with investments that incorporate sustainability analysis alongside traditional financial analysis.

Leaving a legacy is about passing on important values, helping heirs become effective stewards of wealth and implementing your vision for the future.