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.
Our PracticeHughes Partners advises approximately 25 family groups internationally and throughout the United States and has been entrusted with $1.256 Billion in assets as of 1/30/2020. The team focuses on providing an extraordinary level of service to an exclusive number of wealthy families.
Our very exclusive client to professional ratio of 5 to 1 facilitates the highest standards of service expected by ultra high net worth clients. Our mission is to cultivate deep 'family office' relationships with a limited number of substantial private investors.
Our Winning Service
In April 2006 and April 2007, Ron was named by Barron’s as one of the nation’s “Top 100 Financial Advisers”. Additionally, in 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, and 2019, Ron was ranked among the top financial advisors in Georgia in Barron’s “State-by-State Top Financial Advisors.” Additionally, in the September 2007 issue of Registered Representative, an industry publication, Ron was included among “The Top 100 Wirehouse Advisors in America”.
In March 2016, Ron was named to the “FT 400” by the Financial Times as one of the Top Financial Advisors in America. Ron was also included in Forbes magazine’s ranking of “America’s Top Wealth Advisors” in 2016, 2017, 2018, and 2019 and was also ranked among the Top 10 Wealth Advisors in the State of Georgia in Forbes “Best-in-State Wealth Advisors” for 2018, 2019, and 2020.
Source: Barron's magazine, April 23, 2007, America’s Top 100 Financial Advisors list. Advisors considered for the "America's Top 100 Financial Advisors list" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
Source: Barron's “Top 1,200 Financial Advisors” list, March 11, 2019. For more information about the selection criteria, http://details-he.re/1u7KVH . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.
Source: REP., September 1, 2007, the “Top 100 Wirehouse Advisors in America.” Advisors on the Top 100 Wirehouse Advisors in America list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. REP. magazine and wealthmanagement.com do not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings.
Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2016). For more information about the selection criteria, go to http://im.ft-static.com/content/images/047b2e0a-d10e-11e4-a840-00144feab7de.pdf.
Source: Forbes "America’s Top Wealth Advisors" list, (September, 2019). For more information about the selection criteria, go to http://details-he.re/7mnoMA. Forbes is a trademark of Forbes Media LLC. All rights reserved.
Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved.
These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
Team ApproachFor the families we serve, our mandate is to integrate institutional asset management with alternative investments in the context of the optimal trust and estate structure for achieving family goals, both financial and non-financial. Our investment philosophy emphasizes diversification, high quality, and a long term orientation. We take a holistic approach to advising families with regard to both the asset and liability sides of their balance sheets. We not only provide strategic financial advice, but we also consult with families and serve as advisors to help educate younger generations about the importance of sound financial stewardship. In the past we have successfully delivered Bank of America's as well as Merrill’s broad product and service platforms through presenting creative lending solutions from home financing to private business funding to levered recapitalizations.
Before recommending an investment program, we conduct a thorough analysis of the clients’ current estate planning and asset allocation. We look to fulfill the client’s estate goals and philanthropic endeavors by coordinating Merrill wealth structuring resources with the client's own tax and legal advisors. For clients whose private and business assets are inter-linked, we provide access to middle market investment bankers, employee benefits consulting, succession planning and other business financial services.
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
*Banking products and services provided by Bank of America, N.A.
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.