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.
Kalyani R. Chirra is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank in Los Angeles, California. In this role, she formulates and implements comprehensive strategies designed to assist clients in the areas of wealth planning, estate planning, business succession planning, risk management, and philanthropy. Clients include founders and owners of private businesses, owners and developers of residential and commercial real estate, and generations of extended families. In addition to offering clients a broad range of wealth management, investment, fiduciary and banking services, she collaborates with clients’ trusted advisors to help minimize estate, gift, income, and real property taxes in compliance with federal, state, and local laws.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2007, Kalyani worked as an attorney in the trusts and estates section of a full-service law firm with high-net-worth individuals and families in the areas of income tax, estate and gift tax, and philanthropy.
Kalyani earned her B.S. degree in cognitive science from the University of California, Los Angeles, and her J.D. and L.L.M. in Taxation from New York University School of Law. Fond of dancing and supporting her community, Kalyani is a former board member and current volunteer for The Harriett Buhai Center for Family Law, which supports victims of domestic violence and children living in poverty.
Kalyani does not provide legal, tax, or accounting advice in her role with Bank of America Private Bank.
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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.