Administering a trust and managing its investments are significant and time-consuming responsibilities. Although you may have a friend or family member in mind for the role—someone of the highest personal integrity in whom you have full confidence—you might benefit from hiring a corporate trustee in support of, or even instead of, that person.
When you use Bank of America corporate trustee services, your trust will benefit from our expertise in both investment management and trust administration responsibilities. You’ll know that your legacy is being overseen by professionals who are held to the highest fiduciary standard —which means they have a duty to act in the sole interest of you and your beneficiaries.
Bank of America corporate trustee services can provide you with a high degree of confidence that:
As your corporate trustee, Bank of America can:
Whether you rely on Bank of American corporate trustee services alone or to support a trusted family member or friend, you’ll know that there’s a process in place to oversee your legacy for generations to come.
Whether you’re defining goals, addressing change or figuring out how to move forward, Merrill and Bank of America offer a widge range of solutions to help you take the next step to stay on track.
Our financial advisors are committed to putting your investing needs and priorities first. Here’s how you can get started with an advisor:
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