The Weil Cohen Group
The Weil Cohen Group provides customized financial strategies, services and advice for ultra high net worth families and individuals. Based in New York we are a ten person team of investment professionals who recognize the demands and the opportunities that significant wealth can pose. Our senior partners, Noel Weil and Leigh Cohen, have worked at Merrill Lynch since 1991 providing our team with the knowledge base and professional network that allows us to fully engage the worldwide resources and depth of expertise of Bank of America Merrill Lynch.
The Weil Cohen Group has been recognized by the following publications:
- Noel Weil: The Top 100 Financial Advisors by Barron’s magazine (2012 to 2017)
- Leigh Cohen: The Top 100 Financial Advisors by Barron’s magazine (2016 to 2017)
- Noel Weil and Leigh Cohen:
- The Top 1,200 Financial Advisors by Barron's magazine (2009 to 2017)
- The Top 400 Financial Advisors by Financial Times (2013 to 2017)
- The Top 100 Wirehouse Advisors in America by Registered Rep magazine (2011 to 2017)
- Forbes Top Advisors List (2016 to 2017)
Barron's magazine, America’s Top 100 Financial Advisors list. Advisors considered for the America's Top 100 Financial Advisors list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction and retention, compliance records and community involvement among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates or the media in exchange for rankings. Barron’s is a trademark of Dow Jones &Company, Inc. All rights reserved.
*Source: Barron's "America's Top 1,200 Financial Advisors: State-by-State" list, March 6, 2017. Advisors considered for the "America's Top 1,200 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014 this Barron's list consisted of 1,000 advisors.
Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2017). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.
Source: WealthManagement Magazine’s “Top 100 Wirehouse Advisors in 2017” list, May 1, 2017. Advisors on the WealthManagement Magazine “Top 100 Wirehouse Advisors in 2016” list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 80 percent or more of assets correspond to retail clients were eligible for the list. WealthManagement.com does not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings. WealthManagement Magazine is a trademark of Penton Media, Inc. All rights reserved.
Source: The Forbes ranking of "America's Top 250 Wealth Advisors", developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
The Weil Cohen Group is a world class service organization that coordinates and simplifies the complex financial needs of affluent families.
We serve 80 families who have entrusted our team with approximately $11 billion in assets as December 31st, 2017. We purposefully limit our number of client engagements so that we can provide the attentive and detailed service that significant wealth demands and deserves. Clients have achieved success in a number of different industries including financial sponsorship, real estate and health care among others.
Our investment approach is grounded in a macro perspective with a strong emphasis on capital preservation. We forego fads and impulse thinking believing that research, diversification and risk monitoring are the bedrock of financial success.
We offer clients extensive experience in the following areas:
*Banking products and services provided by Bank of America, N.A.
A Commitment to Service
Merrill Lynch’s Private Banking and Investment Group 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 its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch 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 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 Lynch’s Private Banking and Investment Group, we work with some of the most 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 meet your specific needs. We can provide access to solutions 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, minimizing taxes and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards of wealth. Merrill Lynch’s Private Banking and Investment Group 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 that 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.
We believe that 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 sophisticated, highly customized 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.