Solutions for what matters most
Uncovering opportunities. Meeting challenges. Taking that next step forward. Whatever your goals, Merrill and Bank of America offer a wide range of solutions to help you get there. Understand your choices.
Plan the impact of my wealth
We’ll help you navigate the complexities and opportunities of bringing greater purpose to your wealth. Potential
Overview and essentials
Regardless of wealth level or life stage, Wealth Impact Planning is a process most would benefit from.
The role of trusts
While trusts are a way to transfer wealth and help minimize estate taxes, they are also used to meet a far wider range of needs.
Gifting and legacy planning
Gifting allows you to see the impact firsthand and a well-prepared legacy plan helps assure your assets are transferred as you intended.
Support the causes that matter most to you with a plan which can help pass along your personal values and create lasting, tangible results.
Fiduciary trust solutions
Bank of America provides specialized expertise, objectivity and continuity through a range of services. You can choose what level of support works best.
Ready to get started?
So are we.
Diversification of investmentsDiversify your portfolio with a wider variety of solutions.Learn more
Investment consolidationSee your big picture by consolidating investment accounts.
Online account viewBring your investing and banking together online.