Family Office Solutions
You can rely on our team to manage your financial life, so you have time to pursue a lifestyle that befits your true passions. With 25 professionals, we work closely with you to develop customized financial strategies designed to manage risk in the present, address personal goals throughout life, and preserve wealth for future generations.
As part of a cohesive wealth strategy plan, we will collaborate with your trusted tax and legal advisors to help ensure all advice and guidance complements your short- and long-term wealth goals.
Our team’s scope and scale enable us to offer you a broad spectrum of sophisticated strategies and services demanded by the complexitities of substantial wealth:
- Net worth analysis and wealth allocation framework
- Asset management with cash flow budgeting
- Predictive modeling to match assets to well-defined objectives
- Concentrated position strategies (e.g. stock options, restricted stock, private ownership)
- Tax-minimization strategies
- Trust and estate planning services
- Intergenerational wealth transfer strategies
- Philanthropic and charitable giving
- Family wealth dynamics and governance
Company Founders, Private Business Owners & Entrepreneurs
When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.
We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require. We can help with risk management strategies for your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family — designed to enable you to live life as you want it, with reliable access to cash — we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.
Intergenerational Family Wealth
As a family that spans multiple generations, you have needs that go beyond protecting and preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family’s intentions and helps ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth helps us to see and share best practices to help you achieve them.
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.
Awards & Rankings
Many of our clients have worked with us for decades because we understand the nuanced requirements and the inherent complexity that exceptional wealth can involve.
We hold an unwavering belief that only when we offer exceptional advice and service to our clients can our own success follow. Forbes
, The Financial Times
and On Wall Street h
ave repeatedly recognized our team with national accolades, which underscores our commitment to deliver the best advice and counsel to you and your family. Highlights include:
- In 2019, Barron’s recognized the industrywide movement to teams and published its first-ever ranking of wealth advisory teams that focus on serving affluent families. Barron’s ranked our Group one of the Top 100 Private Wealth Advisory Team in America. (2019 - 2021)
- Three of the team’s principals, David, Joe and Linnell, who have worked together for more than a quarter century, each hold the distinction of being named to Barron’s list of “America's Top 100 Financial Advisors." (2009 - 2021)
- On July 4, 2015, Barron’s profiled our Group in the article, "Three Top Advisor Teams Win for Their Clients." This article is a direct reflection of the depth of knowledge, dedication and service level each team member contributes to move client families toward their personal wealth objectives and aspirations.
__________________________________*Source: Joe Evelo named to Barron's "Top 100 Financial Advisors" list, 2008 - 2010 in his previos role. David Singer named to Barron's "Top 100 Financial Advisors" list, 2017 - 2021. Linnell Sullivan named to Barron's "Top 100 Women Financial Advisors" list, 2012, 2016 - 2021. *Source: The Barron's "Top 100 Financial Advisors" list, April 16, 2021. For more information about the selection criteria, go to http://details-he.re/MriJWa. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.*Source: The Barron’s "Top 100 Women Financial Advisors" list, June 18, 2021. For more information about the selection criteria, go to http://details-he.re/OHN8PE. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor. *Source: The Barron's "Top 100 Private Wealth Management Teams" list, April 16, 2021. For more information about the selection criteria, go to http://details-he.re/SlgoFa. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. Such rankings should not be construed as an endorsement of the advisor.
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.