U.S. Trust, the private wealth management business of Bank of America, is homing in on the diversity of the modern American family with the launch of a suite of services designed to help them with multi-generational wealth planning.
Family Wealth Services, which the firm launched Monday, includes investment, banking, wealth transfer and legacy planning capabilities as well as wealth management strategies that incorporate generational differences, family diversity, and overall family goals and values, according to U.S. Trust.
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