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.
The Behman GroupThe Behman Group is a nationally recognized wealth management team located in Boston. We work with a select number of ultra-high-net-worth clients who have sophisticated wealth management needs. As members of Merrill Private Wealth Management, we address the intersection of multiple client priorities: personal, professional and philanthropic.
An Accomplished ClienteleWe advise a number of senior executives at large public corporations, private equity partners, hedge fund principals, their family members and charitable foundations. We recognize the intricacies of each client’s situation and are skilled in addressing the regulatory requirements that accompany various sources of wealth. Our team is particularly adept in helping Section 16 officers and venture capital partners distill the nuances of non-qualified, performance, ISO and restricted stock strategies; 1202 stock issues; selling plans; and carried interest.
A Highly Tailored ExperienceWe pride ourselves on knowing clients and their family members very well. We begin by conducting detailed discussions to learn about the personalities and priorities that infuse their wealth management perspective. Clients relate want to accomplish with their wealth, along with their concerns and needs. By engaging in thoughtful, deliberate analysis of their goals, we are better prepared to devise strategy and tactics that align with each client’s profile.
We customize our offerings to each client, addressing the needs of the current generation with an eye to the needs of the next generation. Through wealth transfer strategies, educational seminars, and next-generation outreach, we help clients manage and structure their wealth so that it encompasses the family priorities that are most important to them.
An Integrated Approach to Life and WealthWe are a single point of contact for a suite of strategies and services:
- Investment management
- Concentrated and restricted stock management
- Wealth transfer strategies
- Tax-minimization strategies
- Structured lending1
- Next-generation education and stewardship
- Philanthropic strategies
1Banking products and services provided by Bank of America, N.A.
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.