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Bank of America Private Wealth Management


On screen copy: Katy Knox, President of U.S. Trust

 

Katy Knox:  Our clients are at the center of everything we do.  Whether you're a family that’s managing wealth across generations, a business owner, or an institution, we create personalized strategies to help you navigate the complexities of wealth.  It all starts with your dedicated advisor, who is the quarterback of your U.S. Trust team of specialists.  They’ll get to know you on a personal level to understand your values and family goals. With access to the broad capabilities of Bank of America, your advisor will connect you to solutions for all of your financial needs, whether they be preserving and passing down your wealth, helping you create your business and plan for its future, or supporting the causes that are most important to you. 

At U.S. Trust, we know there are extraordinary opportunities and challenges that define your life. We’d be honored to serve you and your family for many generations to come.

 

On screen copy:

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On screen copy:

IMPORTANT INFORMATION

Opinions expressed herein are those of the featured participants, and may differ from those of Bank of America Corporation and its affiliates.  The information presented in this video is for discussion purposes only and is not intended to serve as a recommendation or solicitation for the purchase or sale of any type of security.  This video does not constitute investment advice and is issued without regard to specific investment objectives or the financial situation of any particular recipient.

This video is designed to provide general information about ideas and strategies.  Always consult with your independent attorney, tax advisor, investment manager, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy.

 

Investment products:

 

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

 

U.S. Trust operates through Bank of America, N.A., and other subsidiaries of Bank of America Corporation.  Bank of America, N.A. and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services.  Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.

 

Bank of America, N.A., Member FDIC.


© 2018 Bank of America Corporation.  All rights reserved.

Preserving, growing, and ultimately, passing on wealth are complex issues. Whether it is credit, deposits, wealth management, estate planning, our goal is to help clients navigate the complexity of managing wealth. Clients at U.S. Trust have a team dedicated to them and their families. While U.S. Trust has the depth and breadth of a large private bank, we also care about the things you care about most, your parents, your children, your family.

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