The Ward Group
At The Ward Group, the depth and breadth of our offering reflects the elite clientele we serve and the uncommon financial opportunities their wealth presents. Led by our founder, Theresa Ward – who has consistently garnered top accolades from the industry – we are a multi-generational group that focuses quite naturally on strategies that can enhance clients’ intergenerational wealth.
Predicated on having a thorough appreciation of each client’s goals for lifestyle and legacy, we are driven by the investment, retirement, trust, philanthropic and credit needs that emerge from the complexities of significant wealth. By intent, we work with only a few dozen clients – multi-generational families, corporate executives, business owners, hedge fund and private equity general partners, family offices and other institutions that entrust us with their financial well-being.
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.
Our ServicesINVESTMENT STRATEGIES • Core Passive and Active Strategies • Boutique Investment Managers • Private Equity and Alternative Investments • Impact Investing • Retirement Income Strategies • Specialty Asset Management
CONCENTRATED STOCK MANAGEMENT • Public Executive Services • 10b5-1 Plans • Selling Programs • Block Trades • Hedging Strategies • Trust Solutions • Exchange Funds
BANKING AND LENDING • Personal Banking • Credit Cards • Fraud Protection • Cash Flow Management • Securities-Based Lending • Residential Lending • Yacht and Aircraft Financing • Hedge Fund Lending • Custom Lending Solutions
TRUST AND ESTATE PLANNING SERVICES • Estate Planning Services • Dynasty Trusts • Insurance Strategies • Charitable Trusts & Foundations • Fiduciary Investment Management • Trust Administration • Estate Settlement & Administration
ACCESS TO FAMILY OFFICE SERVICES • Family Meeting Facilitation • Next Generation Education • Bill Pay • Income Tax Preparation & Consulting • Personalized Administration Services • Financial & Consolidated Reporting
TAX MINIMIZATION STRATEGIES • Tax-Minimizing Concentrated Stock Management • Tax-Efficient Investments • Tax-Advantaged Credit & Lending • Life Insurance • Tax Legislation Monitoring
PHILANTHROPY • Philanthropic Strategies • Charitable Grant-Making Solutions • Donor-Advised Funds • Endowment and Foundation Management & Consulting • Compliance • Governance and Succession Planning
*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.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.