Significant wealth is different, both in its opportunities and its challenges. At the Etchegoyhen-Stanley Group, we understand that distinction. We’ve been privileged to work with a highly accomplished clientele, helping them optimize multiple aspects of their wealth so they can pursue the lives and legacies they envision.
We are a high performing team. We don’t balk at high expectations because we hold them ourselves. Clients typically come to us because their wealth has taken on a scale and complexity they had not anticipated. Some clients engage us because they recognize that aspects of their wealth could be better aligned. Others anticipate a significant crossroads in their wealth, such as a liquidity event, which requires in-depth analysis, precise execution, and a coordinated team effort. And still others look to us for the ongoing management of their financial affairs so they can regain precious free time and focus on their families, professions, or free-time passions.
We’re confident in our ability to deliver for the clients we serve, combining hard work, a refined skill set, practical experience, and an authentic dedication to each client’s well-being. We connect clients to the expansive capabilities of Merrill and the banking convenience of Bank of America, facilitating a client experience that is distinctive in its breadth, but still intimate in its feel. From global research and access to customized credit, to alternative investment capabilities and specialty asset management, we are able to scale our approach to the particular requirements of each client’s situation.
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
As a team within Merrill Private Wealth Management, we focus on the needs of individuals and families who have achieved significant success. This concentration lends three advantages to the clients we serve:
1. We capitalize on our direct experience in addressing your needs. Our team leaders, Annie Etchegoyhen and Matt Stanley, have advised ultra-high-net-worth clients for more than fifteen years. As a result, they bring the knowledge and best practices that intricate situations require. When clients arrive at pivotal junctures in their financial lives, they can be confident in our ability to provide an informed perspective based on our work for similarly situated clients.
2. We serve a limited number of families. Our approach is intensive and highly customized to the parameters and priorities of each individual. As a result, our offerings simply cannot be mass produced. We prefer to serve a limited number of clients exceptionally well, gaining an intimate understanding of their needs and advancing steady progress toward the goals they have nurtured for themselves, their families, and their businesses.
3. We lean on an extensive network of relationships, both within Merrill Private Wealth Management and Bank of America. Our tenure with the firm has cemented our ability to capitalize on a wide range of resources and opportunities for the clients we serve. The rapport we have built, we believe, allows us to oversee complex initiatives that require effective collaboration with internal specialists and a client’s external tax and legal advisors, as appropriate.
We recognize that there is a lot more to wealth than investments. We offer technical insight in the disciplines that lie at the intersection of your personal and professional finances. Here are a few of the ways in which we differentiate our offerings for ultra-high-net-worth clients:
· Liquidity-event planning. Business owners and entrepreneurs look to us to orchestrate the sequence and timing of their sale, transfer, merger, or acquisition. We are intimately acquainted with the steps inherent in this process and can oversee the close coordination and tight timing that these transitions require.
· Trust and estate planning services. We support clients in defining the legacy they envision and formalizing those intentions in a manner that is sensitive to each family’s distinctive dynamics and values. We also help clients identify possible efficiencies, relative to tax implications and charitable giving.*
· Customized credit. Our relationship with Bank of America allows us to facilitate customized credit for new business ventures, second homes, or luxury good acquisitions, spearheading a streamlined process that provides timely and expedient answers for a range of financing and liquidity needs.
· Intergenerational stewardship. We work in close collaboration with the Merrill Center for Family Wealth Dynamics and Governance, a group that specializes in helping families cultivate the positive outcomes—and avoid the pitfalls—of significant wealth. In keeping with this mission, we can facilitate next-generation bootcamps, family retreats, and other enrichment events that can help families deploy their wealth in a more thoughtful and intentional manner.
*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
Service that Testifies to Your Importance
Relationships matter; they are the metric we value most in assessing our success as a team. We have been privileged to enjoy long-term relationships with many of our client families, grounded in mutual authenticity and ongoing communication. We believe that our service component is a key differentiator of our approach and are honored that client referrals constitute the majority of our new relationships.
By nature, we are proactive, both in our ideas and our actions. We are eager to make each client’s experience as optimal as possible, so we take the time to ask important questions:
- What do you want to improve about your financial life?
- Are we delivering on your expectations?
We listen closely, and then we act, incorporating client feedback in a manner that we believe makes our practice more finely attuned to each client’s situation. Continuous improvement is our goal.
When you become a client of our team, we are confident that you will know that you are heard, understood, and attended to with the highest levels of responsiveness and professionalism. We emphasize consistency and agency for all of our team members, so you can rely on us to provide answers, resolve issues, and address your needs—large or small. To discuss your particular circumstances relative to our capabilities, please reach out to Annie Etchegoyhen, Managing Director, Private Wealth Manager at 650.473.7912,
annie.etchegoyhen@ml.com.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.