Family Office Services for Wealth Management & Investments

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class="aem-wrap--callout-container section"> <div class="callout-container" data-cmp="calloutContainer"> <div class="callout-container__wrapper "> <div class="callout-container__content "> <h1 class="callout-container__headline">Family Office</h1> <div class="callout-container__text"><h2>Supporting Your Family Enterprise Now and for Generations to Come</h2> <p style="text-align: center;"> </p> <p style="text-align: center;"><a href="/solutions.html">< View all Solutions</a></p> </div> </div> </div> </div></div> </div> </div> </section></div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained "> <div class="background-container__section " style=" "> <div class="background-container__wrapper" style="max-width:860px;"> <div class="aem-wrap--text section"> <div class="text" data-action="text"> <p style="text-align: center;"><span class="section-heading-ourstory">Our practice provides specialized consulting and services to help you and your family manage your day-to-day needs, and the intricacies of governance and stewardship. </span></p> </div> </div> </div> </div> </section></div> </div> </div></div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained "> <div class="background-container__section " style=" "> <div class="background-container__wrapper" style="max-width:960px;"> <div class="aem-wrap--text section"> <div class="text" data-action="text"> <h3 style="text-align: left;"><span class="copy-size-xl"><span class="color-red"><span class="font-light">Our approach</span></span></span></h3> <p>The Family Office practice is dedicated to extending the reach and legacy of some of the nation’s most affluent families by listening intently, advising intelligently and executing skillfully along with control and confidentiality. We are solely focused on planning, administering, reporting and consulting on the diverse aspects of family offices all backed by the resources of Bank of America.</p> <p>We recognize that while there are common elements to creating an enduring family enterprise, each family is unique in its interests, priorities and approach. Your team has the knowledge and understanding to deliver solutions tailored to your family’s needs.</p> </div> </div> <div class="aem-wrap--media-kaltura section"> <script src="//cdnapisec.kaltura.com/p/4699762/embedPlaykitJs/uiconf_id/51133253/langs/en,es"></script> <uc-media version="v1_3.10.2-WEALTHV5" class="uc-component uc-media" data-action="unityMedia" buttonAnimation="false" buttonPosition="center" entryId="1_eukdq0n2" infiniteCarousel="false" isAudio="false" isAuthorMode="false" isPlaylist="false" isVertical="false" partnerId="4699762" playerId="51133253" playlistAutoContinue="false" playlistFilter="false" playlistTheme="black" showDisclaimer="false" theme="blue" transcriptText='[{"id":"1_eukdq0n2","transcript":"%3Cp%3E%5BMusic%20in%20background%20throughout%5D%3C%2Fp%3E%0D%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0D%0A%3Cp%3E%5BInterview%20footage%20of%20Elizabeth%20Thiessen%20and%20lifestyle%20imagery%20throughout%5D%3C%2Fp%3E%0D%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0D%0A%3Cp%3E%3Cstrong%3EOn%20screen%20copy%3A%3C%2Fstrong%3E%3C%2Fp%3E%0D%0A%3Cp%3EServing%20your%20families%20and%20family%20offices%3C%2Fp%3E%0D%0A%3Cp%3EPlease%20see%20important%20information%20at%20the%20end%20of%20this%20video.%3C%2Fp%3E%0D%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0D%0A%3Cp%3E%3Cstrong%3EOn%20screen%20copy%3A%3C%2Fstrong%3E%3C%2Fp%3E%0D%0A%3Cp%3EElizabeth%20Thiessen%3C%2Fp%3E%0D%0A%3Cp%3EHead%20of%20Private%20Bank%20Family%20Office%20Solutions%3C%2Fp%3E%0D%0A%3Cp%3EBank%20of%20America%20Private%20Bank%3C%2Fp%3E%0D%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0D%0A%3Cp%3EElizabeth%20Thiessen%3A%20Bank%20of%20America%20Private%20Bank%27s%20Family%20Office%20practice%20helps%20extend%20the%20reach%20and%20legacy%20of%20some%20of%20the%20nation%27s%20most%20affluent%20families%20and%20family%20offices.%20These%20family%20offices%20have%20complex%20needs%20which%20now%20look%20and%20act%20more%20like%20a%20business.%20Our%20team%20takes%20an%20integrated%20approach%20to%20understand%20your%20objectives%20and%20values%20to%20create%20strategies%20aligned%20to%20what%27s%20most%20important%20to%20your%20family.%3C%2Fp%3E%0D%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0D%0A%3Cp%3E%3Cstrong%3EOn%20screen%20copy%3A%3C%2Fstrong%3E%3C%2Fp%3E%0D%0A%3Cp%3E%C2%B7%C2%A0%C2%A0%C2%A0%C2%A0%C2%A0%C2%A0%20Advice%3C%2Fp%3E%0D%0A%3Cp%3E%C2%B7%C2%A0%C2%A0%C2%A0%C2%A0%C2%A0%C2%A0%20Infrastructure%3C%2Fp%3E%0D%0A%3Cp%3E%C2%B7%C2%A0%C2%A0%C2%A0%C2%A0%C2%A0%C2%A0%20Connection%3C%2Fp%3E%0D%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0D%0A%3Cp%3EWe%20focus%20on%20three%20core%20areas%3A%20advice%2C%20infrastructure%2C%20and%20connections.%20Our%20consulting%20practice%20provides%20advice%20for%20family%20office%20formation%2C%20governance%2C%20and%20the%20next%20generation.%20Our%20goal%20is%20to%20help%20founders%20pass%20on%20their%20vision%20and%20values%20to%20the%20next%20generation%20and%20help%20their%20heirs%20prepare%20to%20assume%20the%20responsibilities%20of%20wealth.%3C%2Fp%3E%0D%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0D%0A%3Cp%3EOur%20infrastructure%20solutions%20create%20efficiencies%20and%20automation%20so%20you%20operate%20more%20like%20a%20company.%20We%20provide%20solutions%20such%20as%20aggregated%20reporting%2C%20household%20expense%20management%2C%20and%20accounting.%20We%27re%20also%20a%20leader%20in%20the%20industry%20with%20Bank%20of%20America%27s%20Treasury%20Management%20Platform%2C%20CashPro%3Csup%3E%C2%AE%3C%2Fsup%3E.%20CashPro%3Csup%3E%C2%AE%3C%2Fsup%3E%20allows%20a%20family%20office%20to%20view%20and%20manage%20business%20and%20personal%20deposit%20accounts%2C%20make%20global%20payments%2C%20customize%20user%20access%2C%20and%20provides%20robust%20fraud%20prevention%20tools.%3C%2Fp%3E%0D%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0D%0A%3Cp%3E%3Cstrong%3EOn%20screen%20copy%3A%3C%2Fstrong%3E%3C%2Fp%3E%0D%0A%3Cp%3E%E2%80%9CInsti-vituals%E2%80%9D%20%E2%80%93%20families%20that%20need%20institutional-level%20capabilities%3C%2Fp%3E%0D%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0D%0A%3Cp%3EAnd%20finally%2C%20we%20seek%20to%20connect%20you%20and%20your%20family%20to%20other%20like-minded%20families%20with%20elite%20resources%2C%20experiences%2C%20and%20thought%20leadership.%20We%20view%20our%20family%20office%20clients%20as%20insti-viduals%2C%20families%20that%20need%20institutional-level%20capabilities%2C%20much%20like%20a%20business%20operating%20with%20significant%20complexity%20and%20in%20challenging%20market%20environments.%3C%2Fp%3E%0D%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0D%0A%3Cp%3EThat%27s%20why%20we%20continue%20to%20invest%20significantly%20in%20our%20team%2C%20capabilities%2C%20and%20servicing%2C%20striving%20to%20be%20the%20best-in-class%20provider%20of%20family%20office%20solutions.%20The%20Private%20Bank%20Family%20Office%20team%20is%20here%20to%20help%20your%20family%20and%20family%20office%20as%20you%20seek%20to%20create%20meaning%20and%20purpose%20for%20your%20wealth%20that%20lasts%20generations.%3C%2Fp%3E%0D%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0D%0A%3Cp%3E%3Cstrong%3EOn%20screen%20copy%3A%3C%2Fstrong%3E%3C%2Fp%3E%0D%0A%3Cp%3EWhat%20would%20you%20like%20the%20power%20to%20do%3F%3Csup%3E%20%C2%AE%3C%2Fsup%3E%3C%2Fp%3E%0D%0A%3Cp%3EBank%20of%20America%3Csup%3E%C2%AE%3C%2Fsup%3E%20logo%3C%2Fp%3E%0D%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0D%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0D%0A%3Cp%3E%3Cstrong%3EOn%20screen%20Disclosures%3A%3C%2Fstrong%3E%3C%2Fp%3E%0D%0A%3Cp%3E%3Cstrong%3E%C2%A0%3C%2Fstrong%3E%3C%2Fp%3E%0D%0A%3Cp%3E%3Cstrong%3EImportant%20Disclosures%3C%2Fstrong%3E%3C%2Fp%3E%0D%0A%3Cp%3ERecorded%20on%20March%2012%2C%202024.%3C%2Fp%3E%0D%0A%3Cp%3E%C2%A0%C2%A0%3C%2Fp%3E%0D%0A%3Cp%3EBank%20of%20America%2C%20its%20affiliates%2C%20and%20advisors%20do%20not%20provide%20legal%2C%20tax%2C%20or%20accounting%20advice.%20You%20should%20consult%20your%20legal%20and%2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closeTranscriptText="Close Transcript" closeDisclaimerText="Close Disclaimer" disclaimerTitle="Disclaimer" transcriptTitle="Transcript" carouselNextArrowText="Go to Next Item" carouselPreviousArrowText="Return to Previous Item" carouselDotsLabel="of" playlistItemLabel="Item {0} of {1} Play {2} video" validCloseCaptions="true" data-video-id="1_eukdq0n2_Serving your family and family offices"> <div id="1_eukdq0n2" class="uc-media__player"> </div> <div class="uc-media-transcript" aria-hidden="true" aria-expanded="false"> <div class="uc-media-transcript__header"> <button aria-label="Close Transcript" class="uc-media-transcript__close uc-media-icon-close" tabindex="-1" title="Close Transcript"></button> </div> <div class="uc-media-transcript__container" tabindex="-1"> <h3 class="uc-media-transcript__title">Transcript</h3> <div class="uc-media-transcript__text"></div> </div> </div> <script type="application/ld+json">{"@type":"VideoObject","name":"Serving your family and family offices","description":"No description","thumbnailUrl":"https://cfvod.kaltura.com/p/4699762/sp/469976200/thumbnail/entry_id/1_eukdq0n2/version/100011","uploadDate":"2024-04-17T14:49:24Z","contentUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_eukdq0n2/format/url/protocol/https","embedUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_eukdq0n2/format/url/protocol/https","width":1280,"height":720,"duration":"PT2M24S","transcript":"[Music in background throughout] [Interview footage of Elizabeth Thiessen and lifestyle imagery throughout] On screen copy: Serving your families and family offices Please see important information at the end of this video. On screen copy: Elizabeth Thiessen Head of Private Bank Family Office Solutions Bank of America Private Bank Elizabeth Thiessen: Bank of America Private Bank's Family Office practice helps extend the reach and legacy of some of the nation's most affluent families and family offices. These family offices have complex needs which now look and act more like a business. Our team takes an integrated approach to understand your objectives and values to create strategies aligned to what's most important to your family. On screen copy: · Advice · Infrastructure · Connection We focus on three core areas: advice, infrastructure, and connections. Our consulting practice provides advice for family office formation, governance, and the next generation. Our goal is to help founders pass on their vision and values to the next generation and help their heirs prepare to assume the responsibilities of wealth. Our infrastructure solutions create efficiencies and automation so you operate more like a company. We provide solutions such as aggregated reporting, household expense management, and accounting. We're also a leader in the industry with Bank of America's Treasury Management Platform, CashPro®. CashPro® allows a family office to view and manage business and personal deposit accounts, make global payments, customize user access, and provides robust fraud prevention tools. On screen copy: “Insti-vituals” – families that need institutional-level capabilities And finally, we seek to connect you and your family to other like-minded families with elite resources, experiences, and thought leadership. We view our family office clients as insti-viduals, families that need institutional-level capabilities, much like a business operating with significant complexity and in challenging market environments. That's why we continue to invest significantly in our team, capabilities, and servicing, striving to be the best-in-class provider of family office solutions. The Private Bank Family Office team is here to help your family and family office as you seek to create meaning and purpose for your wealth that lasts generations. On screen copy: What would you like the power to do? ® Bank of America® logo On screen Disclosures: Important Disclosures Recorded on March 12, 2024. Bank of America, its affiliates, and advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. “Bank of America” and “BofA Securities” are the marketing names used by the Global Banking and Global Markets divisions of Bank of America Corporation. Lending, derivatives, other commercial banking activities, and trading in certain financial instruments are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Trading in securities and financial instruments, and strategic advisory, and other investment banking activities, are performed globally by investment banking affiliates of Bank of America Corporation (\"Investment Banking Affiliates\"), including, in the United States, BofA Securities, Inc., which is a registered broker-dealer and Member of SIPC, and, in other jurisdictions, by locally registered entities. BofA Securities, Inc. is a registered futures commission merchant with the CFTC and a member of the NFA. Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp. Investment products: Bank of America and the Bank of America logo are registered trademarks of Bank of America Corporation. © 2024 Bank of America Corporation. All rights reserved. MAP6476132 - 4/2024 [End of transcript]","@context":"http://schema.org"}</script> </uc-media> </div> </div> </div> </section></div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--full-bleed "> <div class="background-container__section " style=" background-color:#f5f5f5; "> <div class="background-container__wrapper"> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained "> <div class="background-container__section background-container--paddings-small " style=" "> <div class="background-container__wrapper" style="max-width:960px;"> <div class="aem-wrap--text section"> <div class="text" data-action="text"> <h3 style="text-align: left;"><span class="section-heading-ourstory"><span class="copy-size-l"><span class="color-red">Services</span></span></span></h3> </div> </div> <div class="aem-wrap--teaser-list section"> <div class="teaser-list teaser-list--2up-align teaser-list--services "> <div class="teaser-list__wrapper"> <div class="teaser-list__teasers "> <div class="teaser "> <div class="teaser__wrapper"> <h4 class="teaser__title">Data Aggregation and Reporting </h4> <div class="teaser__description"><p>Comprehensive insights to help manage your complex financial picture and support better decision-making and control. <br /> </p> </div> </div> </div> <div class="teaser "> <div class="teaser__wrapper"> <h4 class="teaser__title">Oversight and Administration </h4> <div class="teaser__description"><p>Experience in implementing and administering your complex and sophisticated estate plan, including coordinating and communicating with your family and other advisors. <br /> </p> <p> </p> </div> </div> </div> <div class="teaser "> <div class="teaser__wrapper"> <h4 class="teaser__title">Accounting</h4> <div class="teaser__description"><p>Simplified accounting processes with integrated financial statement, cash flow and expense analysis and reporting, as well as entity and partnership accounting. <br /> </p> </div> </div> </div> <div class="teaser "> <div class="teaser__wrapper"> <h4 class="teaser__title">Planning and Consulting </h4> <div class="teaser__description"><p>Insights across a broad range of family enterprise considerations, including estate and generational transfer planning, structure and governance decisions and operational and technology solutions.   <br /> </p> <p> </p> </div> </div> </div> <div class="teaser "> <div class="teaser__wrapper"> <h4 class="teaser__title">Treasury Management and Bill Payment </h4> <div class="teaser__description"><p>Supporting single family offices with full-service bill payment and platform solutions to manage their cash and expenses. <br /> </p> </div> </div> </div> <div class="teaser "> <div class="teaser__wrapper"> <h4 class="teaser__title">Customized Lending</h4> <div class="teaser__description"><p>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.</p> </div> </div> </div> <div class="teaser "> <div class="teaser__wrapper"> <h4 class="teaser__title">Family Office Portal Login</h4> <div class="teaser__description"><p>Addressing an array of specialized wealth needs that may affect you and your family.</p> </div> <a data-bactmln="link-_-Click-_-Login_Family Office Portal Login" class="teaser__link t-track-ctalink" aria-label="Login - Family Office Portal Login" href="https://mfaservicesbac.archwayportal.seic.com/mfaservices/TSULogin.jsp?APPNAME=2&CLIENT=1&ADVUser=Y&TYPE=33554433&REALMOID=06-000b6bd7-6df9-124b-888c-0a3fac120000&GUID=&SMAUTHREASON=0&METHOD=GET&SMAGENTNAME=$SM$CwB3mL0ZMKdKxly8Nib11xAvnUHyppQ%2fx1gxX4qBgIx3k1zP2RvOZv6KelYQMW4rdXzcYKqPuP04G7EiroZ7%2blIBDo5NFOgc&TARGET=$SM$https%3a%2f%2fbac%2earchwayportal%2eseic%2ecom%2f">Login</a> </div> </div> </div> </div> </div></div> </div> </div> </section></div> </div> </div> </section></div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--full-bleed "> <div class="background-container__section background-container--paddings-small-top " style=" background-color:#ededed; "> <div class="background-container__wrapper"> <div class="aem-wrap--text section"> <div class="text" data-action="text"> <h2 style="text-align: center;"><span class="section-heading-ourstory">Connect with a Private Client Advisor</span></h2> <p style="text-align: center;">Learn more about the benefits of working with Bank of America Private Bank</p> </div> </div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained "> <div class="background-container__section " style=" "> <div class="background-container__wrapper" style="max-width:260px;"> <div class="aem-wrap--cta-group section"> <style> #cta_845261 .cta { background-color:transparent; } #cta_845261 .cta:hover { background-color:#E31837; border:1px solid #E31837; } </style> <div id="cta_845261" class="cta-group__wrapper"> <ul class="cta-group "> <li> <a href="/find-an-advisor.html" class="cta t-track-ctalink cta--secondary " aria-label="Find an advisor" target="_self" data-bactmln="link-_-Click-_-find_an_advisor"> <span class="cta__text"> Find an advisor </span> </a> </li> </ul> </div> </div> </div> </div> </section></div> </div> </div> </section></div> <div class="aem-wrap--background-container section"> 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