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.
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.
We take tremendous satisfaction in being helpful in any way we can. Clients look to us for evenhanded guidance on matters large or small, business-oriented or personal. We recognize that wealth management encompasses far more than a balance sheet; it involves our clients’ passions, values, and vision. We look to help clients advance their intentions for their wealth—whether they want to sell their business, start a new one, structure their estate for future generations, finance a plane or yacht, or pursue another significant goal.
We fully invest in each relationship, attesting to our commitment to our clients and honoring the trust they have placed in us.
Our Suite of Offerings
We serve busy people who have many demands on their time. Mindful of this fact, we strive make their financial lives as convenient as possible. Clients delegate important matters to us because they know we will tackle issues and problems with relentless attention. Our background in investments, banking, family office services and business structuring has broadened the scope of our value proposition.
Here are some of the needs we are skilled in addressing:
- Investment management. We are committed to helping you achieve financial outcomes that are aligned to your personal goals through professional investment management.
- Traditional brokerage services. We also assist clients in traditional brokerage services, offering access to institutional-caliber execution capabilities across many major asset classes such as equities, fixed income, foreign exchange, commodities, and derivatives.
- Pre- and post-liquidity event strategies. We have guided a number of business owners and entrepreneurs through the structure and sale of their businesses. We know first-hand the importance of anticipatory and timely action. We also advise clients about business succession planning and governance.
- Wealth planning. We are deliberate, methodical and analytical in our approach. We tackle large-scale wealth planning initiatives in a sequenced and logical manner, laying out a deliberate path toward pursuing each client’s objectives.
- Customized credit. Clients look to us for assistance in financing marquis real estate acquisitions, as well as aircraft, marine vessels, art and other luxury goods. Our parent company Bank of America provides clients with a timely and responsive framework to negotiate customized lending on a client’s behalf.
- Legacy design. From next-generation education and stewardship to large-scale philanthropy, we support clients in visualizing, advancing and confirming their long-term legacies. Our approach is collaborative, drawing on the advice and guidance of specialists, both within the firm and beyond.
*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.
*Banking products and services provided by Bank of America, N.A.
We take great satisfaction in helping clients resolve issues and allay concerns. Some clients come to us with challenging situations that require intensive evaluation. For others, we help to anticipate potential hurdles, alerting them to potential issues that can be often be avoided through thoughtful planning. Our goal is the same: designing elegant strategies that are personalized to each client’s situation.
We preserve the highest level of privacy, earning client trust through our judgment and discretion. We also look to add tangible value by broadening clients’ networks, connecting them to like-minded peers, so they can share best practices and ideas.
We see ourselves as privileged to serve as an extension of a client’s family, and we welcome high expectations and standards as we hold them ourselves.
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 strategies we construct are carefully designed to help promote stability, efficiency and growth 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 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 strategies, 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 LGBTQ+ 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 LGBTQ+ 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 help 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 a global enterprise. 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, we offer customized financial strategies designed specifically for your life and legacy, with access to the investment insights and U.S. based investment platform of Merrill and banking convenience of Bank of America.
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 help 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.
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