Wealth Preservation: Topics, Insights, and Strategies

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As your wealth grows and becomes more complex, you need expert advice and sophisticated planning strategies to help achieve your goals and passions. Whether advanced gifting strategies for the whole family, selling your company, or simply protecting your legacy, the Planning Center of Excellence provides the insights you need to navigate your personal journey.

Meet our leaders in Wealth Strategy

Jennifer Erdelyi

Head of Charitable Planning in the Planning Center of Excellence, Wealth Strategies Advisor, Bank of America Private Bank

Rocky Fittizzi

Head of Full Family Engagement in the Planning Center of Excellence, Wealth Strategies Advisor, Bank of America Private Bank

Jonathan Hommer

Head of Family Office Planning in the Planning Center of Excellence, Wealth Strategies Advisor, Bank of America Private Bank

Amy Permenter

Head of Corporate Executive Planning in the Planning Center of Excellence, Wealth Strategies Advisor, Bank of America Private Bank

Rosemary Ringwald

Head of Art Planning in the Planning Center of Excellence, Wealth Strategies Advisor, Bank of America Private Bank

Javier Romero

Head of Business Owner Strategy in the Planning Center of Excellence, Wealth Strategies Advisor, Bank of America Private Bank

Explore strategies to help protect your legacy

Full Family Engagement
Charitable Planning
Art Planning
Business Owner
Corporate Executive
Family Office

Estate plans built to last

Whether it’s advanced gifting strategies for the whole family, selling your company or simply protecting your legacy, the Planning Center of Excellence provides the insights you need to navigate your personal journey.

Be the foundation for their next chapter

“Helping the next generation become homeowners” talks about the many ways parents and grandparents can lend a hand, including making direct gifts, acting as the banker and establishing a trust.

You’ve found the person you’ll spend your life with. What now?

When a relationship gets serious, it’s time for calm and earnest discussions about money.

Be the foundation for their next chapter

“Helping the next generation become homeowners” talks about the many ways parents and grandparents can lend a hand, including making direct gifts, acting as the banker and establishing a trust.

Your child is turning 13. What now?

This is a great time to start sharing important lessons about financial management, the value of money and the responsibilities of wealth.

What’s fair vs. equal within families?

This video, featuring Dr. Karl Pillemer of Cornell University, and our expert panelists, explores what’s fair vs. equal when it comes to families and legacy planning.

LGBTQ+ wealth planning: 5 key considerations

Overcoming challenges in a rapidly changing world

Planning your charitable legacy

A deliberate, strategic approach to giving can help maximize tax advantages while expanding your support of nonprofit organizations.

Making charitable giving more tax-efficient

Harvesting your portfolio’s gains can help your philanthropic dollar go farther — and potentially lower your tax bill. Here’s how you can make this strategy a regular part of your wealth planning.

What’s fair vs. equal within families?

This video, featuring Dr. Karl Pillemer of Cornell University, and our expert panelists, explores what’s fair vs. equal when it comes to families and legacy planning.

Art and your estate plan

Careful planning could help you achieve your wealth transfer goals without giving up the collections you adore.

Art Market Update: A New Era of Uncertainty

What trends are experts seeing this season? Find market trends, a Q&A with one of our art planning executives, and details on upcoming exhibits in the latest report.

Art and the family office

While collectors buy for the love of art, those who manage their wealth can provide an essential service by considering the financial implications.

Art market update: A turn toward untapped markets

Will lower estimates at auctions and discounts at galleries entice reluctant collectors?1 Will recent interest rate cuts provide a tailwind? Only time will tell, but for now, collectors are increasingly opportunistic as they navigate the current market.

Protecting your business and your wealth

A succession plan charts a path for your eventual departure from your business, reducing uncertainty for future stakeholders while helping you achieve goals for your business and family.

Planning for the transaction of your life

The exit of a founder or owner from the family business deserves to be intentional and well planned.

Selling to employees: an overlooked exit strategy

New changes to retirement plan rules add incentives for employee stock ownership plans.

Wealth planning insights for corporate executives

Careful planning can help executives diversify their assets and plan for retirement while pursuing their legacy and charitable goals.

Managing your concentrated stock position

Can awards and grants from your company – even if you think it’s poised for long-term growth – pose potential risks to your portfolio? Here are some ways you might minimize the risk.

Steps every executive should take before retirement

Preparing executives for unexpected life events

By taking thoughtful, strategic steps, you can see to the long-term security and well-being of your family and yourself.

Should you consider deferring compensation as part of your financial plan?

Nonqualified deferred compensation plans could help you mitigate taxes and save more for crucial goals. But consider the details before making a decision.

Managing your family legacy through a family office

Families with extensive assets and responsibilities may find that a dedicated, expert staff can help relieve the pressures and unlock the opportunities of wealth.

How can you prepare for a wealth transfer?

Whether you’re hoping to sell the family business or expecting to inherit your parents’ estate soon, it’s important to have a plan in place that empowers you to manage your increased wealth.

Should your company manage your personal finances?

When should you separate your family office from your business? Read some challenges when you mix family matters with your business.

Art and the family office

While collectors buy for the love of art, those who manage their wealth can provide an essential service by considering the financial implications.

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