Baldwin MarcoviciThe Baldwin Marcovici Group is a wealth management team within Merrill Private Wealth Management. Located in Chicago, we work with ultra-high-net-worth clients who have distinctive opportunities and complex needs; many are entrepreneurs, business owners, senior executives, and affluent families.
Established in 1993, our team leverages our own extensive experience and a robust network of Merrill specialists to advance client goals and priorities. We exclusively work with affluent clients, intensifying our understanding of this select client base.
We begin our client relationships by assessing the personal priorities, circumstances, investment personalities, and goals that are unique to each client. We then focus on the client’s income and lifestyle objectives as the anchor of our approach. By focusing on this parameter first, we develop a nimble wealth management strategy that allows a client to pursue his or her goals in varied economic environments. We view income preservation as a critical task of wealth management; we have deep-seated respect for the years of effort that clients have spent in building their wealth.
We recognize that wealth management encompasses more than investment management. Our team looks to help clients advance their wealth strategy on multiple fronts: trust and estate planning strategies, customized credit and lending through Bank of America, philanthropy, inter-generational education, and access to family office services. We also work with clients’ external tax and legal advisors, coordinating cohesive action that reflects the priorities and preferences of each client. We delineate customized, multi-generational strategies that enact life-long processes for building and preserving wealth. Throughout our efforts, we consider both sides of a client’s balance sheet, seeking to add value by addressing gaps and capitalizing on opportunities.
Our team develops long-term client relationships that are grounded in personalization, coordination, and a commitment to extraordinary service. We offer stability and insight, combined with a relentless desire to anticipate client needs and exceed expectations.
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your approach as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.