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.
Who We ServeOur clients are busy, successful families and we strive to help them streamline their financial lives, so they have the freedom to pursue the things in life that matter most to them. We take great satisfaction in helping multigenerational high-net-worth families and business owners throughout the US simplify the complexities of significant wealth and bring order and meaning to their financial lives.
As families grow and each new generation passes, the inter-generational transfer of wealth becomes increasingly more complex. In concert with Merrill’s Center for Family Wealth Dynamics and Governance team, we can act in a capacity similar to that of an outsourced family office to host family meetings and help empower you and your family to make financial decisions aligned with your core values and principles.
We are firm believers that educating current and future generations about your family’s values is a key to helping them become good stewards and thoughtful managers of your wealth. Working together, our goal is to keep you involved, informed and engaged as we help support the complex and ever-changing needs of your family.
We recognize that for most people, selling the business they spent their entire careers building is a life-changing event. As a business owner looks to one of the most important decisions of his or her future—the monetization of their life’s work—we can help develop a detailed plan to meet their unique business and personal needs.
As seasoned professionals, we understand the challenges and responsibilities of owning and growing a business. We can provide advice to help manage business owners’ unique needs and look to provide solutions and ease the burden in their retirement plans, employee benefits, custom credit and lending strategies, tax minimization strategies, business succession and liquidity-event plans.
Successful corporate executives work extremely hard to help assure their companies thrive. In doing so, they may need outside help to wade through the complexities of their wealth concentrations, executive compensation packages, concentrated stock holdings and other corporate benefits. To meet these varied and sophisticated needs, we strive to gain a complete understanding of every detail of their unique corporate benefits and are well versed in helping manage complex compensation packages, including company stock options, restricted stock and nonqualified deferred compensation.
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 finances and compensation require. We can help with risk management strategies for 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.
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, 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 finances 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 financial strategies specifically for their life and needs.
Intergenerational Family Wealth
As a family that spans multiple generations, you have needs that go beyond preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family’s intentions and helps 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 helps us to see and share best practices to help you achieve them.
As private wealth advisors with Merrill Private Wealth Management, we work with prominent families to help them manage the ongoing complexities they face. 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 Merrill for investment and wealth management strategies, and to Bank of America for 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.
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 success 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.
Your passion drives your organization’s mission, and you depend on an investment portfolio and an effective staff to carry on its important work. As private wealth advisors with Merrill Private Wealth Management, we have experience working with nonprofit organizations. We possess a keen understanding of the challenges you face, including maintaining operational efficiency and productivity through uneven market circumstances, growing competition for donations, and increased fiduciary requirements. Drawing on our extensive capabilities to help you fulfill your organization’s mission, we can provide access to the customized services your organization needs with discretion and skill, such as strategic planning, portfolio management, administrative and board support, and advisory solutions.
Trust, Philanthropic and Estate Planning ServicesWe believe that proper estate planning should take into account what is important to you, whether it be your family, charitable interests or the succession of your business. Including your children and grandchildren in your philanthropic planning strategies is an excellent way of teaching future generations about your family’s values and creating a lasting legacy.
A notable strength of our practice is our ability to collaborate with Bank of America specialists in trusts, estate planning and philanthropy. We can also work with your circle of advisors, as needed, to help you support your philanthropic endeavors and prepare for the orderly transfer and distribution of your assets with respect to:
· Family foundations
· Donor-advised and other charitable trusts
· Estate administration and settlement
· Living and irrevocable personal trusts
· Family and marital trusts
· Dynasty and other special-purpose trusts
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 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.
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