Given the nature of the global pandemic and its aftermath, it's natural to be thinking about your family's wellbeing.
In this video, Mike Pelzar, Head of National Trust Services for Bank of America Private Bank, and Mitch Drossman, Head of National Wealth Strategies, Chief Investment Office for Merrill and Bank of America Private Bank, walk through how Wealth Structuring can help organize your financial picture, identify potential gaps and even take advantage of certain opportunities that may exist in today's environment.
Information is as of 8/17/2020
Investing involves risk including possible loss of principal.
Opinions are those of the author(s), as of the date of this document and are subject to change.
Past performance is no guarantee of future results.
The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.