We are a private wealth management team headquartered in Manhattan. As members of the Private Banking Investment Group at Merrill Lynch we cater to a selective group of ultra high net worth clients who have demanding requirements and extraordinary opportunities. Clients have entrusted us with more than $2.1b (as of 12/31/17).An Accomplished Clientele
We work particularly well with active wealth builders who embrace their ability to direct their wealth in a strategic and thoughtful manner. The clients we serve come from varied backgrounds, but they share some common characteristics:
- They are not satisfied by group think or business as usual
- They face complex circumstances in the management of their wealth
- Their time is extremely precious
We embrace the challenge of advising this clientele with a caliber of strategy and service that we believe will exceed even their exacting requirements.A Rigorous Approach
Private wealth management involves indepth offerings and tactics integrated into a cohesive whole to pursue client goals. Clients come to us for a variety of needs
- Investment management
- Concentrated and restricted stock strategies
- Pre and post liquidity event strategies
- Trust and estate planning services
- Tax sensitive philanthropy
- Lifestyle management
- Access to structured credit and lending through Bank of America, N.A.
We seek to add value beyond the expected means. The founder of our team, Louis Meltzer, has worked at Merrill Lynch for more than two decades. His network of relationships both within and outside of the firm broadens our capabilities and heightens our overall effectiveness. When difficulties arise or extraordinary circumstances occur our team is undaunted. We are skilled in pressing for client needs and priorities.A Remarkable Peer Group
When clients engage our team they not only garner our insights and experience, but gain access to an exceptional circle of like minded peers. Discretion is the bedrock of our approach, but when appropriate we seek to facilitate connections and share best practices with clients and their families. This network of relationships helps to open possibilities and spark ideas that amplify the value of our outreach.Service Beyond What Is Expected
Accomplished families require exceptional service. To us that is expected. Our team looks to be a real time resource as needs arise. We believe strongly in deeds rather than words. We look to earn the trust that clients place in us demonstrating our deep seated regard for the families we serve.
We invite active wealth builders to contact us to discuss their difficulties and challenges relative to our capabilities.
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.