MacMahan, Tater, & Associates
MacMahan, Tater, & Associates is a Private Wealth Advisory team for C-Suite executives, entrepreneurs, & multi-generational families. As our client, our relentless commitment is dedicated to simplifying the complexities of your life; drawing from our extensive experience, celebrated collaboration with our team of specialist, and our unwavering passion to deliver excellence & intangible value, we will work with you to help meet all of your financial & personal goals.
We serve a small number of significant clients providing the highest caliber of strategies and services that attests to our deep-seated interest in client well-being. Our clients look to us to streamline their financial complexities posed by their dynamic lives. We implore the opportunity to serve as your trusted advisors to develop personalized strategies to unwind complexity and deploy wealth efficiently.
We understand that affluence can entail a level of decision-making and coordination that can be daunting. As Private Wealth Advisors, we help our clients navigate critical crossroads in their financial lives, helping them make informed decisions that reflect their own distinctive circumstances and goals. We have deep firm knowledge and believe Merrill offers the greatest resources and opportunities for our ultra-high-net-worth clientele. We take a holistic approach to wealth, embedding multiple disciplines within our analyses, strategic designs, and service models as well as support from our team of specialist along with our broad breadth of resources across our entire enterprise including:
- Customized portfolio management
- Planning-based services
- Liability management
- Income Planning
- Trust and estate planning strategies
- Tax Minimization strategies
- Wealth advisory
- Philanthropic services
- Corporate Executive Services
- Exit Strategy Planning
- Concentrated equity management
- IPO Services & Support
- Pre- and post-sale strategies for business owners
- Administrative and lifestyle services
- Custom Financing
- Access to personal and corporate banking through Bank of America, N.A.
- Airplane Financing
- Art Lending
We are truly here to serve & be of value.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.
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 strategy 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.
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