A Commitment to Service
Merrill Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy 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, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we 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.
We believe that 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 sophisticated, highly customized 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.
We are a leading wealth management advisory team headquartered in New York City.* We are privileged to work with a select group of ultra-affluent clients, helping them navigate the challenges and opportunities of significant wealth. We serve approximately 40 families who have entrusted us with approximately $2.042 billion in assets as of June 2018.
We advise wealth creators in three spheres of influence: (1) Finance (private equity and hedge fund principals); (2) Real Estate (investor, developers and managers); (3) Entrepreneurs and their respective extended families. Each client we advise is unique, with distinctive needs and priorities. We insist on customizing our approach for each client, marshaling the resources of the Private Banking and Investment Group at Merrill Lynch to devise and implement tailored wealth strategies.