How Our Clients BenefitDavid Jancisin founded The Jancisin Group in 1976 as a sole practitioner. As the financial world evolved, so did his client’s needs. Families with significant wealth need more access & attention so they don’t miss any opportunities. Specialized experts are required to focus on areas beyond investments to help maximize your wealth’s full potential. More experience is required to help increase efficiency and eliminate wasted time and money.
Today, The Jancisin Group is a multi-disciplinary team of highly skilled, compassionate professionals with more than 100 years of combined financial services experience. Our large, dedicated team offers strategic guidance to a select group of affluent families, corporate executives, business owners, professional athletes, and institutions across the country. For your convenience, and to enhance our commitment to personalized attention, we have offices strategically located in Pittsburgh and Robinson, Pennsylvania and Los Angeles, California.
As our multigenerational family business approaches its fifth decade, we remain committed to providing our clients with individually tailored advice, personalized attention, effective communication, and extraordinary service. Our diversification in age, as well as acumen, gives us a unique collective insight into the history and future outlook of wealth management. It helps us meet a variety of financial needs that may occur during the various stages of your life and the lives of your children and grandchildren.
Every member of our team brings essential academic, professional, and financial training necessary to serve all of your wealth management needs. We strive to continually improve our skills and knowledge and routinely earn designations and attend symposia on a wide range of wealth management and financial services topics. More important than the intellectual strength and knowledge that this education represents, the depth and breadth of our decades of real-world experience helps us tend to a multitude of areas of your financial life, no matter how complex.
· Investment management
· Trust and estate planning strategies
· Customized credit and lending solutions
· Private banking services
· Institutional consulting
· Intergenerational wealth transfer services
· Business owners’ services
· Philanthropic solutions
· Family office services
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.
Who we ServeCorporate Executives and Business Owners
We help corporate executives and entrepreneurs focus on their business and personal finances by offering access to a complete range of financial services. With deep connections in the aviation community, our team can offer financial guidance to aircraft owners. Working with specialists from Bank of America’s Global Corporate Aircraft Finance (GCAF) division, we can provide funding through loans or leases for personal or corporate aircraft and help evaluate various forms of ownership structures.
Corporate executives often have complex financial needs, including unusual wealth concentrations, multiple managed accounts, restricted stock, and more. The prudent management of a concentrated stock position can be critical to sustaining and growing your wealth. The Jancisin Group is well-versed in helping to manage complex compensation packages—including company stock options, restricted stock, and nonqualified deferred compensation—and can look at all your assets to suggest ways to help them work together in an integrated strategy. We will work with you to compare alternative strategies based on your other holdings and risk tolerance, your expectations for future growth and your time horizon while also taking into consideration the cost of recommendations.
Our team can help you manage your business and personal finances as two parts of one integrated whole. From helping grow your business, to maximizing its value through a sale, we can connect you to the resources and capabilities that align with your unique needs with respect to:
· Retirement plans
· Employee benefits
· Investment management
· Tax minimization strategies
· Credit and lending solutions through Bank of America, N.A.
· Cash management
· Business succession planning
Our team is also adept in supporting your wealth management needs once you transition from business owner to private investor.
Professional Athletes and Coaches
As a professional athlete or coach, you are presented with a small window of opportunity to secure the greatest sum of money for your retirement from a lucrative profession. Having a good game plan is equally as important for the playing field as it is to create a secure foundation for you and your family. Whether you are just launching a new career, already a successful veteran of the business, or need financial advice on your next big business deal, we can help provide access to a variety of wealth management strategies for:
· Access to banking services through Bank of America, N.A.
· Budgeting and education
· Investment management
· Tax minimization strategies
· Customized credit and lending solutions
· Real estate financing
· Trust and estate planning strategies
· Education financing
· Philanthropic services
We are committed to supporting your financial services needs during your career and long after you have stopped coaching or playing.
Strategies for Institutions
The Jancisin Group can offer boutique-like attentiveness and accessibility combined with the global perspective and industry experience of Bank of America Merrill Lynch Global Institutional Consulting (GIC). Through our relationship with GIC, we can put the resources and intellectual capital of Bank of America Merrill Lynch to work to help companies, including asset-based insurance companies, credit unions, middle-market banks, and other fraternal benefit societies prepare strategies to help meet their investment needs.
We help companies address today’s complex investment challenges by providing access to a broad spectrum of institutional investment strategies typically reserved for larger institutional investors and aligned to their needs and goals. Our mission is to harness the power of one of the world’s largest global financial firms on behalf of clients through an intimate client-consultant relationship.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
- Custody assets
- Bond management and trading
- Managed equities
- Alternative investments* through UHNW Select Opportunities
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 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.
As a technology entrepreneur, you focus relentlessly on what’s next. Yet as you look ahead to each new venture or cutting-edge innovation, it’s important to maintain the financial foundation that helps power your success and helps you take advantage of potential opportunities as they arise. We have experience helping entrepreneurs and business owners balance their personal lives with their life’s work. We understand the challenges you face every day, whether managing your newly achieved success or gaining access to the liquidity you need as seed capital or for personal expenses. We are dedicated in providing the experience and resources to help support your ongoing success.
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.
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.
Private Equity and Hedge Fund Principals
Your investment expertise as a hedge fund or private equity principal has likely resulted in substantial personal success. We have experience working with a select group of individuals in your industry. Drawing on our extensive capabilities and the broad resources of a global institution, we work to help you coordinate and manage your finances with the aim of simplifying the complexities of your financial life, including wealth transfer advice and guidance from Merrill and access to the banking convenience of Bank of America for your banking, lending and trust needs. We also provide access to Bank of America for your working capital needs in support of the day-to-day needs of your business.
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.
While the federal government’s landmark marriage ruling has eliminated many inequalities, same-sex couples and LGBT individuals still face financial challenges that require specific guidance and support — challenges that become more complex as income and wealth increase. Merrill Private Wealth Management has experience with and is sensitive to the unique needs of LGBT clients and their families. As you think about your present and future goals, such as financial guidance for a business you run or establishing a legacy for those you love, we can work with you to help you implement a goals-based approach designed to simplify your life.
As a woman, 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 finances means avoiding preconceived assumptions while gaining a full understanding of who you are as an investor and what you want to achieve for your career, your family and your legacy. Merrill Private Wealth Management works with a select group of wealthy individuals and families to help them pursue the goals that matter most to them. We strive to get to know our clients on a personal level so we can offer boutique-like services and the resources of a global firm to create financial strategies specifically for their life and needs.
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.
Entertainment Industry Professionals
As rewarding as success in the entertainment industry can be, income is often cyclical and careers can be subject to swift change. Managing your finances requires a disciplined, knowledgeable and experienced approach to help ensure you are able to live as you want, with strategies for helping manage risk and providing for your future. Merrill Private Wealth Management provides personalized, boutique-like service to a select group of successful entertainment professionals. Drawing on the extensive capabilities of a global institution, we offer financial strategies aimed at simplifying the complexities of your financial life and building the legacy you envision.
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 Private Wealth Management, 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 access to 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 help you to succeed in a challenging environment, and the unique financial needs that come with your success. Merrill Private Wealth Management 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 financial strategies designed to simplify the complexities of your life. This includes access to trust and estate planning services from Bank of America and, through Merrill, investment strategies for the operation of a business, and education of family members to help bring your legacy vision to 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 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.