You face a range of opportunities as well as complexities. We offer a limited number of individuals and families boutique-like service, broad global resources and customized financial strategies to help simplify your life so you can spend more time pursuing what matters most to you.
The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.
As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.
Located in Chicago, we are a private wealth management team that provides highly customized and coordinated financial strategies to ultra-affluent clients. We work with a select group of accomplished individuals and families who have complex needs. The clients we serve are busy and engaged individuals with a number of competing responsibilities: personal, professional, and philanthropic. We unify and streamline concurrent priorities, designing initiatives that seek to advance multiple goals.
In an era in which a “holistic approach” is too often trumpeted as an achievement, we view cohesion, integration, and coordination as the very baseline of our approach. Our goal is straightforward: we seek to provide ease and simplicity in whatever financial matters are important to the clients we serve.
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 team has a differentiated background that aligns with the varied needs of our client base. We unify analytical rigor, thoughtful implementation, and a cogent understanding of each family’s dynamic to develop customized suites of strategies and services.
We leverage the renowned research, intellectual capital, and investment offerings of the Private Banking and Investment Group at Merrill Lynch to pursue capital preservation and growth, mindful of each client’s risk tolerance and wealth transfer goals. We collaborate with in-house specialists with deep experience in trust and estate planning services, family office services, and philanthropic initiatives to enact multi-disciplinary strategies for inter-generational transfer and legacy fulfillment. We also facilitate customized credit and lending through Bank of America, N.A.
In all of our efforts, we seek to integrate the variables that will yield optimal outcomes for the clients we serve. We remain mindful of a client’s overarching goals, yet focused on the day-to-day details that help drive client satisfaction and long-term fulfillment.
We are not all things to all people; we look to work with the clients who can most benefit from our offerings. We have extensive experience working with senior executives of public companies and business owners and operators who face transition and legacy opportunities, and who may anticipate or have transacted the sale of a business. We know the challenges and opportunities inherent in each source of wealth; our focus intensifies our effectiveness in catering to client needs.
As Advisors, we provide insight and guidance that can only arise from experience. We realize that significant wealth truly is different – both in its needs and in its ramifications. We have built our team specifically to address the particular nuances of an elite client base; the selective nature of our engagements enables us to anticipate and execute with diligence and precision.
We offer a distinctive skillset, a broad knowledge base, and a facility in distilling complexity. We look to provide thoughtful and meaningful guidance on a range of wealth management issues:
Investment management
Restricted and concentrated stock strategies
Liquidity event: pre- and post- strategies
Tax minimization strategies*
Banking and lending through Bank of America, N.A.
Trust and estate planning services
Philanthropy
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.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.
For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.
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