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.
The Campbell GroupThe Campbell Group advises successful company founders, private equity partners, venture capitalists and senior executives on ultra-high-net worth wealth management. We have a particular focus in helping entrepreneurs with the complex issues of managing large concentrated equity positions that often culminate in IPOs and mergers. We have guided many founders through liquidity events and understand the intricate and nuanced issues involved in a significant transition. All clients gain access to our network, which includes some of the most sophisticated investors in the world. We draw insights from thought leaders both internal and external to Merrill. Our goal is to understand the investment landscape and help clients make good wealth management decisions.
Investment ApproachOur judgment has been honed over a number of investment cycles and reflects experience from advising clients through challenging markets and complicated liquidity transactions. We believe that both experience and adaptability to new dynamics are requirements for preserving client assets and prospering in the current markets. Heightened market volatility, increased connectedness of information, and the possibility of outlying events are all factors in our portfolios. We adapt traditional asset allocation models to address the lifecycle of entrepreneurs and the particular needs of clients with concentrated stock or illiquid business interests. We place a premium on liquidity and flexibility in investment plans.
Range of Offerings
We help our clients with a wide range of services:
- Concentrated stock management: monetizing, hedging, and diversification
- Asset allocation: strategic, cyclical and tactical
- Investment management and manager selection
- Banking and lending: cash flow simplicity, custom lending, aviation lending, home financing
- Trust and estate planning strategies
- Philanthropy and next-generation planning
- Capital markets transactions
*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.