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Specialization 1: Managing both sides of the balance sheet for invdividuals with $20MM + net worth.
Specialization 2: Financing investments including commercial real estate, homes,jets, yachts, fine art collections, and recreational real estate.
Specialization 3: Minimize tax liability through estate planning and cash flow optimization.
U.S. Trust, Bank of America is the Private Bank at B of A. We provide each client a team of five subject matter experts who address wealth transfer, investment management, loans, and banking.
Feel free to call me anytime.