Michael H. Spiegel

Managing Director, Senior Trust Officer

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Professional Profile

Michael Spiegel is a Managing Director and Senior Trust Officer for the Bank of America Private Bank in New York City. In this role, Michael advises high-net-worth families across a wide range of wealth transfer strategies and assists them in the creation, implementation and administration of several types of personal trusts and other fiduciary investment management accounts. He also helps his clients plan their estates and facilitate the efficient transfer of wealth to younger generations while minimizing the tax impact. He is particularly focused on outreach and relationship building with the children and grandchildren of senior clients. Michael partners with Wealth Strategists, Private Client Advisors and other teams in the Bank to provide our best thinking to his clients. Finally, Michael enjoys his client relationships, and appreciates the trust his clients place in him.

Michael has over 30 years of experience advising clients in trust and fiduciary matters. Prior to joining Bank of America in 2009, Michael was a Team Leader and Senior Fiduciary Officer at Neuberger Berman Trust Company, where he served for 7 years. Before that he was a Senior Trust Officer at JPMorgan Private Bank, where he worked with the firm’s ultra-high-net-worth families. Before JP Morgan, he practiced tax and trust & estate law in New York City.

Michael received a B.A. from Yeshiva University, a J.D. from Georgetown University Law Center and an LL.M. in Taxation from New York University School of Law.

In his free time, Michael’s interests include bike riding, swimming and spending time with his family.

 

In his role with Bank of America, Michael does not provide legal advice.

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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.

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.