Our ApproachOur clients tell us: "Your focused approach, embedded in a sense of calmness, objectivity and transparency is indispensable and provides our family with freedom and confidence in knowing that your team will help us achieve our desired life outcomes." In advising clients, we adhere to a rigorous wealth planning process, infused with frequent client dialogue. We look to balance growth and risk, embracing the flexibility to adapt to a client’s changing needs and fluctuating market conditions. We understand the importance of preserving wealth and generating cash flow to help meet each client’s lifestyle goals.
Our FocusGregor Private Wealth is a private wealth management team that has been delivering an integrated family office experience since 1985 to successful investors, wealthy families, leading entrepreneurs, venture capitalists, wealth creators and senior executives who value our disciplined approach and customized offerings. We recognize that significant wealth can pose complex challenges and extraordinary opportunities. To provide the personal attention that this type of wealth mandates, we limit the number of clients we serve.
In addition to our team’s extensive offerings, we provide access to the resources and capabilities of the Private Banking and Investment Group at Merrill Lynch. We operate as a boutique within one of the world’s premier financial services firms. We address a wide range of wealth management needs for ultra-high-net-worth families and individuals: managing existing or newly acquired wealth; anticipating intergenerational wealth transfer needs; coordinating a cohesive approach across external tax and legal advisors; and delineating financial goals that reflect a client’s deeply held priorities.
We offer the services and strategies that affluent clients demand:
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.Banking products and services provided by Bank of America, N.A.
- Pre liquidity event strategies
- Long-term cash flow strategies
- Post-monetization investment management and guidance
- Concentrated and restricted stock management
- Asset preservation strategies
- Goal funding that begins with balance sheet analysis
- Family governance strategies
- Legacy and philanthropic strategies
- Capital and finance needs
- Credit and lending
- Proven service model
- Intellectual capital focused on our clients' priorities
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.
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 Lynch’s Private Banking and Investment Group can help entrepreneurs and business owners balance their personal lives with their life’s work. We are dedicated in providing the experience and resources to support your ongoing success.
Intergenerational Family Wealth
Managing your family’s wealth across multiple generations goes beyond protecting and preserving assets, minimizing taxes and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards of wealth. Merrill Lynch’s Private Banking and Investment Group helps a select group of families with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create strategies that reflect your family’s intentions and help ensure that 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 enables us to see and share best practices to help you achieve them.
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 wealth and compensation require. We can help you manage the risk of 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.
As a woman of wealth, you are well aware of how inaccurate stereotypes about gender and money can be. Beyond some specific challenges—for example, planning for the statistical probability of outliving a spouse—managing your wealth means avoiding preconceived assumptions while gaining a full understanding of who you are as investor and what you’re trying to achieve for your career, your family and your legacy. Merrill Lynch’s Private Banking and Investment Group works with a select group of wealthy individuals and families to help them pursue the goals that matter most to them. We look to get to know our clients on a personal level so we can offer private, boutique-like services and the resources of a global firm to create strategies specifically for their life and needs.
As private wealth advisors with Merrill Lynch’s Private Banking and Investment Group, we work with some of the most prominent families to help them manage the ongoing complexities of their wealth. Our deep experience with family offices enables us to tailor a range of services to meet your specific needs. We can provide access to solutions ranging from investment and wealth management to governance, asset custody and administration, as well as assisting in the financial education of younger family members. In working with you to create and implement plans reflecting your specific intentions, our goal is to help your family enterprise succeed, and that your knowledge and values are passed along to the next generation. Together, we will focus on strategies that recognize the unique nature of your family’s mission, history and goals.
Foundations and Endowments
An investment portfolio tailored to your needs is crucial to advancing your organization’s mission and carrying on its important work. We have extensive experience working with endowments and foundations and have a keen understanding of the requirements and responsibilities of board and committee members for investment management and financial oversight. The portfolios we construct are carefully designed to promote stability, efficiency and growth, and to perform effectively under a variety of market conditions. We also offer advice on board governance and reporting, and help in meeting regulatory and operating challenges. We provide access to the customized services your organization needs with discretion and skill.
Your passion drives your organization’s mission, and you depend on an investment portfolio and an effective staff to carry on its important work. As private wealth advisors with Merrill Lynch’s Private Banking and Investment Group, we have experience working with nonprofit organizations. We possess a keen understanding of the challenges you face, including maintaining operational efficiency and productivity through uneven market circumstances, growing competition for donations, and increased fiduciary requirements. Drawing on our extensive capabilities to help you fulfill your organization’s mission, we can provide the customized services your organization needs with discretion and skill, such as strategic planning, portfolio management, administrative and board support, and advisory solutions.
As a professional athlete, you understand the significant rewards that sports can provide, the grit and determination that allow you to succeed in a challenging environment, and the unique financial needs that come with wealth. Merrill Lynch’s Private Banking and Investment Group works with a select group of current and former professional athletes as they pursue their financial and legacy goals. We are focused on helping you enjoy the lifestyle you have worked so hard to achieve while striving for the financial future you want for yourself and your family. Drawing on our extensive capabilities and the broad resources of a global institution, we offer strategies designed to simplify the complexities of your financial life. This includes access to trust and estate planning services from Bank of America and, through Merrill Lynch, strategies for the operation of a business, and education of family members to help bring your legacy vision to life.