Michael Hatch works with a limited number of ultra-high-net-worth clients, serving them with diligence, integrity, and care that attest to their importance, both to him and to his team.
With more than twenty years of direct experience, Michael is skilled in anticipating the key issues and decision points that accomplished individuals, families and institutions encounter. He offers in-depth knowledge in multiple disciplines:
- Customized lending: commercial real estate, art, aircraft and marine financing
- Trust and estate planning services
- Capital markets strategies
- Diversified investment management
- Philanthropic services
*Lending and Financing Services are through Bank of America, N.A.
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 the best financial strategy 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 strategies designed to help address your financial needs.
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.
As a woman of wealth, 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 wealth 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 strategies specifically for their life and needs.
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 wealth 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.
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 wealth and compensation require. We can help you manage the risk of 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 private wealth advisors with Merrill Private Wealth Management, we work with prominent families to help them manage the ongoing complexities of their wealth. 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 strategies ranging from investment and wealth management to 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.
Intergenerational Family Wealth
Managing your family’s wealth across multiple generations goes beyond protecting and preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards of wealth. Merrill Private Wealth Management helps a select group of families with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create strategies that reflect your family’s intentions and help 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 enables 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 wealth. 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, manage and preserve your successes. We offer strategies aimed at 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.