Transier and Green
We provide financial services and strategies for ultra high net worth individuals, families and foundations. We serve thirty clients who have entrusted us with approximately $1 billion of assets as of January 31st, 2019. Clients include entrepreneurs, public company executives and owners of private corporations. Since 1998 we have focused on providing attentive personalized service to a select group of clients tailoring our approach to reflect their distinctive priorities. We are proud of our record of service helping clients advance their goals, streamline their financial lives and manage wealth in effective, meaningful ways. Our talents and skills are enhanced by the global network of professionals within the Private Banking & Investment Group at Merrill Lynch (PBIG).
We believe we offer the best of both worlds to clients: the extraordinary global resources and capabilities of Merrill Lynch and Bank of America yet the intimacy and exceptional service of our closely knit team within PBIG. We purposely limit our client base in order to deliver the immediate attention that clients expect and deserve.
We appreciate that every client is unique. Our approach involves tailoring financial strategies to address the goals and objectives of each client. We recognize the value of being nimble in order to adjust to the changes that life inevitably deals each family over time. We believe that the optimal relationship between advisor and client is not exclusively rooted in the financial metrics of investments, but rather is blended with an understanding of what matters most to clients on a personal level. Our role is to work with clients to craft a customized strategy to address their unique set of concerns and goals.
Our Range of Services
We focus on how to support lifestyle goals effectively by managing risk through customized financial strategies. We are experienced in the following areas:
Implementing Investment Policy Statements
Determining an appropriate asset allocation: an important early step in the investment process
Investment management: traditional and alternative investment selection
Liquidity and cash management
Personal banking needs
Tailored lending and liability management
Hedging and monetization of concentrated equity and stock option positions
Wealth preservation and transfer strategies
Pre-transaction planning: outright sale, recap or IPO
Philanthropy: integrated charitable plans and family foundations
Client education: financial boot camps, tailored programs and individual access to specialists
Some or all alternative investments may not be suitable 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.
What Differentiates Us
Our team distinguishes itself in the following ways:
- Linking the investment process with the client’s vision and purpose by focusing on a family’s values and aspirations as well as its assets
- Providing a single point of contact for a broad range of wealth management services
- Using a consultative approach that educates the client throughout the investment process
- Offering a personal, flexible and customized approach - one size does not fit all
- Coordinating with the client’s other advisors (i.e. CPA, estate planning attorney) to help ensure that everyone is on the same page in serving the family effectively
Multi Generational Focus
We understand that affluent families have unique needs, concerns and goals. We connect families with highly respected professionals who promote constructive communication across generations. Discussions center on a family’s collective vision, goals and legacy for their wealth. Studies have shown that periodic and consistent family meetings combined with other best practices can have a very positive impact on sustaining family wealth across multiple generations.
References available upon request
A Commitment to Service
Merrill Private Wealth Management 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 it and 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 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 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.