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.
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.
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