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.
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.
Managing Wealth in a Complex World
As the nature of business expands across borders - and as increasing numbers of families choose to live in different countries around the globe - the world becomes a much smaller place. As someone with substantial wealth - and whose life may require a presence in the United States - you face a particularly broad set of challenges. More than that, because for many today life extends beyond the borders of a single country, those challenges are compounded by regional and local regulations that can affect your estate, legacy, and tax responsibility.
Since 1991, The Infinse Group has helped clients navigate this complex financial landscape. From structuring a multi-jurisdictional financial life to creating a customized wealth management strategy based on well-defined objectives; from suggesting insightful asset allocations to crafting a robust estate planning and legacy strategy, we can help you preserve and grow your wealth in the years to come.
Our exceptional service model revolves around the vision, goals, and needs of each relationship. The model includes:
Regular discussions of your financial situation and needs.
Customary review of your wealth management strategies and rebalancing of your portfolio when necessary.
Discussion of specific opportunities and activities in which Bank of America and Merrill can assist.
Access to Merrill Online International or MyMerrill where you will be able to view your statements, account activities and BofA Global Research.
FOR A COPY OF OUR GROUP'S BROCHURE FURTHER OUTLINING OUR SERVICE MODEL, EXPANDED INFORMATION ABOUT PRODUCTS AND SERVICES AND OTHER INFORMATION PLEASE CALL 305-530-3615
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.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
As private wealth advisors with Merrill Private Wealth Management, we work with prominent families to help them manage the ongoing complexities they face. Our deep experience with family offices enables us to tailor a range of services to help meet your specific needs. We can provide access to Merrill for investment and wealth management, and to Bank of America for 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.
For individuals and families with multinational wealth, Merrill Private Wealth Management offers access to a combination of personalized service and the broad resources of an enterprise as global as your financial needs. Working with a select number of clients, we take the time to get to know your specific objectives, with cultural sensitivity and understanding that comes from serving people from a range of backgrounds and nationalities. Then, with access to the investment insights and U.S. based investment platform of Merrill and banking convenience of Bank of America, we offer customized financial strategies designed specifically for your life and legacy.
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.
Outlook 2021: A World in Transition