Robert Di Capua is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank in Paramus, New Jersey. Robert works closely with an accomplished clientele to discuss and discern their wealth-transfer intentions and fiduciary plans, helping them evaluate the full range of options at their disposal. An attentive listener, he takes the time to understand the distinctive circumstances of each client or family, supporting their efforts to design meaningful legacies for the people and causes they value.
Clients look to Robert for his extensive knowledge of trust design, implementation, and administration. He offers practical guidance in areas that include transfer-taxes, gifting, and tax-sensitive trust structures designed to pass wealth more efficiently to the rising generations. Robert is skilled in supporting grantors in their efforts to cultivate sound stewardship in their beneficiaries, aligning incentives to preserve assets and promote fairness.
A strong collaborator, Robert maintains clear communication with clients’ external tax and legal advisors, as well as the members of their Private Bank team, integrating trust design within their overall wealth framework. He notes that families gain ease and composure, knowing their fiduciary plans are well designed and executed. This clarity, he explains, can yield positive effects on multiple generations, helping families preserve their wealth for greater impact.
Robert joined Bank of America Private Bank in 2024. Previously, he gained valuable experience in estate and tax planning with boutique law firms in Pompano Beach and Boca Raton, Florida. Robert earned his J.D. and his LL.M. in Estate Planning from the University of Miami School of Law. During this tenure, he served as a Research Assistant to one of the foremost experts in art and copyright law. Robert graduated from the University of Florida with dual degrees in Political Science and Philosophy.
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In his role at Bank of America Private Bank, Robert does not provide tax or legal advice.
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 future growth, our commitment is to making your goals our priority. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.