Bank of America Adds Managing Director, Family Office Strategist

In the newly created role, Harsh Agarwal will deliver family office solutions to ultra-high-net-worth families in partnership with private bank-private client advisors and client teams.

Bank of America announced that Dallas’ Harsh Agarwal has joined the company as a managing director and family office strategist.

Elizabeth Thiessen

In the newly created role, Agarwal will deliver family office solutions to ultra-high-net-worth families in partnership with private bank-private client advisors and client teams. He reports to Elizabeth Thiessen, head of family office solutions at Bank of America Private Bank.

“Helping to deliver innovative, sophisticated, and cutting-edge services, Harsh is an important addition to our team as we guide families to create meaning and purpose for their wealth that lasts generations,” Thiessen said in a statement.

Bank of America said that its private bank family office helps the most-affluent families in the nation manage their day-to-day needs, and the intricacies of governance and stewardship, allowing them to focus on their priorities.

The family office practice provides capacity and infrastructure through a comprehensive suite of integrated services and strategic advice, including data aggregation, bill pay, entity and partnership accounting, document vaulting, and family-wealth stewardship and engagement, the banking company said.

Agarwal has nearly a decade of experience in the financial industry, Bank of America said.

Before his current role, Agarwal was a vice president and fiduciary wealth advisor at Bernstein Private Wealth Management where he advised ultra-high-net-worth families, business owners, corporate executives, and charitable foundations.

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