We can’t wait to rise to your occasion

Whether you’re figuring out your vision for the future or ready to make a big move,
we’re here to help.

Anita Saggurti, Next Gen Strategy Executive at Bank of America Private Bank

The right partner to take you further

Anita Saggurti is the Next Gen Strategy Executive at Bank of America Private Bank. In working with her, you’ll get years of experience and personal insight into developing your future at this important time in your life.

Contact Anita

Businesswomen looking out the office window

Expertise to fuel your ambition

Actionable insights to help navigate your financial life.

Financial management

Discover new ways to meet your goals by educating your family.

Trusts & wealth planning

Trusts are pivotal for protecting your wealth and maximizing your legacy.

Family & legacy

Estate planning is a family affair. And a high priority for younger generations.

Life’s milestones

Buying a home? It’s an important and exciting endeavor. And that means there’s a lot to consider.

Learn more about financial education

The future comes quickly. Let’s get ready.

We help with whole-family wealth plans so that every generation can leave a lasting legacy.

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.

When children turn 18: What now?

The importance of starting early and talking often with your children on their financial future. Learn about a family who wasn’t quite prepared for issues when their child was at college and helpful tips on being smart about credit cards and online banking and ways to plan for the unexpected.

When you enter the workforce: What now?

Starting your first job can be an exciting but anxious time. You’ll be faced with multiple financial decisions, many of which can affect both your present and future financial situations. We’ve gathered some quick and helpful details and resources for you to make more informed decisions.

Becoming a grandparent. What now?

This is an exciting time, but there’s also a lot to think about financially, from updating your estate plans to gifts that have a lasting impact.

Putting the next generation first

The Next Generation Summit gives tomorrow’s leaders an opportunity to network with each other and hear from our experts and other luminaries.

See highlights from last year’s event

Insights, news and more to help lead your way

The more you know, the better prepared you’ll be to make a positive change in the world.

The 5 stages of charitable giving

Realizing a philanthropic vision can begin at any age — and will evolve over a lifetime. Here's how you and your family can make a meaningful impact that can last for generations.

What’s fair vs. equal within families?

There’s a lot to consider when it comes to legacy planning. Our panelists discuss the best ways to achieve long-term family harmony.

Art market update: Searching for terra firma

Auction estimates are decreasing and galleries are bringing lower-priced works to fairs as discretionary sellers wait until market conditions improve.

Helping the next generation become homeowners

With inventory shrinking and higher interest rates, getting a foot in the door of the housing market can be a challenge.

Will the ‘Great Wealth Transfer’ transform the markets?

As trillions in assets flow to heirs over the next two decades, their investing preferences could create new opportunities.

Awarded Best for Next Gen

Bank of America Private Bank was awarded 2024 Euromoney Private Banking award for Best for Next Gen in both the U.S. and North America.

Coming into money

Receiving a financial windfall means facing some complex decisions, financially and personally. Make a plan to help make the most of this opportunity.

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