At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Henry B Greenberg
Managing Director, Wealth Strategies Advisor
Professional Profile
Henry B. Greenberg is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank in Boston, Massachusetts. He welcomes the opportunity to help clients and their families, including business owners, wealth creators and multiple generations of families seeking ways to grow, preserve and transfer their wealth to heirs and charitable interests with the help of various tax minimization strategies.
Recognizing that every family is unique in its interests, priorities and approaches, Henry serves in an advisory role to proactively help clients analyze their current cash flow and tax situations, estate, gifting and charitable plans, investment portfolios, and retirement plans. He takes great satisfaction in his ability to help business owners identify possible efficiencies in their business succession and legacy planning strategies. (Henry does not offer tax or legal advice in his role at Bank of America Private Bank.)
Henry earned a bachelor’s degree in business from Rutgers University, a J.D. from Seton Hall University School of Law, and an LL.M. in taxation from New York University School of Law. He is a CERTIFIED FINANCIAL PLANNER™ certificant. Henry is a frequent speaker on a variety of wealth management topics, including art and collectible assets, business transaction strategies and estate planning in a low-interest rate environment.
Originally from New Jersey, Henry and his wife reside in Foxborough with their two children. His hobbies center around traveling and the outdoors.
*Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.
