{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/pbig-ml-com","markdownUrl":"https://nowen.ai/agents/pbig-ml-com.md","jsonUrl":"https://nowen.ai/agents/pbig-ml-com.json","name":"Bank of America Corporation","nickname":"Bank of America","website":"https://www.pbig.ml.com","industry":"Wealth Management","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-09-06T23:48:16.855Z","summary":"Bank of America Corporation provides comprehensive private wealth management and fiduciary services through Merrill Private Wealth Management and Bank of America Private Bank.","description":"Bank of America Corporation, operating private wealth platforms including Merrill Private Wealth Management and Bank of America Private Bank, provides comprehensive private wealth management and fiduciary services to ultra-high-net-worth individuals and families. The organization offers integrated investment management, wealth planning, liquidity solutions, lending and banking, and fiduciary services, with an emphasis on holistic wealth strategy across generations. It serves business owners, executives, philanthropists and families seeking tailored guidance, sophisticated risk and succession planning, and access to research-driven market insights. Supported by a global team of advisors and specialized centers, the organization aims to help clients grow, sustain and transfer wealth, navigate complex financial questions, and align resources with personal values and family goals.","mission":"Providing insight, simplicity and perspective","directory":{"industryName":"Wealth Management","agentCount":17,"indexable":true,"hubUrl":"https://nowen.ai/industry/wealth-management"},"aiReaderFamilies":["Anthropic","Perplexity","Amazon"],"products":[{"name":"Commercial Real Estate Financing","type":"Product","url":"https://www.pbig.ml.com/articles/commercial-real-estate-financing.html","summary":"Empower clients to finance their investment properties efficiently.","description":"A lending solution that enables clients to acquire, refinance, or build investment properties. 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Includes comprehensive fiduciary investment capabilities, estate administration, and trustee support.","pricing":{},"features":[{"name":"Fiduciary Investment Capabilities","value":"Expert Investment Management","valueDescription":"Our team offers detailed investment strategies tailored to trust objectives, maximizing the growth of trust assets."},{"name":"Distributions to Beneficiaries","value":"Facilitate Trust Distributions","valueDescription":"We manage the timely and accurate distribution of trust assets to beneficiaries, ensuring compliance and adherence to trust terms."},{"name":"Corporate Trustee Services","value":"Professional Trustee Oversight","valueDescription":"Our corporate trustee services ensure that trust management adheres to the highest fiduciary standards for long-term client benefits."},{"name":"Balance Beneficiary Interests","value":"Balance Competing Interests","valueDescription":"Our fiduciary advisors ensure that all beneficiary interests are fairly represented, facilitating smooth management and distribution processes."},{"name":"Estate Administration","value":"Efficient Estate Settlement","valueDescription":"We manage the entire estate settlement process, minimizing complexities and ensuring compliance with legal requirements."},{"name":"Recordkeeping and Reporting","value":"Comprehensive Recordkeeping","valueDescription":"We ensure that all transactions and performance metrics are meticulously recorded and easily accessible for review."},{"name":"Tax Reporting","value":"Streamlined Tax Preparation","valueDescription":"Our fiduciary services include handling all tax documentation and filing responsibilities related to trust assets to ensure compliance."}]},{"name":"Trusts and Wealth Transfer Planning","type":"Service","url":"https://www.pbig.ml.com/solutions/trusts-and-legacy.html","summary":"Facilitating seamless wealth transfer through strategic trust management and planning.","description":"Planning services to optimize the transfer of 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With the option to invest contributions for growth, donors can streamline their charitable giving and have an impactful philanthropic strategy.","pricing":{},"features":[{"name":"Tax Advantages","value":"Get Immediate Tax Deductions","valueDescription":"Donors can take advantage of higher tax deduction limits with donor-advised funds, enhancing the overall giving experience."},{"name":"Investment Flexibility","value":"Select From Various Investment Options","valueDescription":"Donors can select investment strategies that reflect personal values, maximizing potential for growth while benefiting charitable causes."},{"name":"Wide Range of Acceptable Assets","value":"Contribute Complex Assets","valueDescription":"Expand your giving potential by donating complex assets, thereby maximizing tax efficiency and charitable impact."},{"name":"Grant Recommendations","value":"Make Flexible Grant Recommendations","valueDescription":"Easily direct donations to causes that matter most to you, with the option to maintain anonymity or receive recognition."},{"name":"Simplified Administrative Management","value":"Reduce Administrative Burden","valueDescription":"Enjoy worry-free giving as all necessary paperwork and reporting are managed efficiently by the Charitable Gift Fund."}]},{"name":"Art Services","type":"Service","url":"https://www.pbig.ml.com/solutions/art-services.html","summary":"Maximize your art collection's value with expert consulting and strategic estate planning.","description":"Bank of America's Art Services help collectors manage their art collections effectively. 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