Today's markets are fast moving and complex, and many clients do not have the time or inclination to make the day-to-day decisions necessary to navigate them. We are privileged to work with a select group of exceedingly accomplished individuals and multigenerational families throughout California and the United States, including professionals in the private equity industry, corporate executives, business owners, entrepreneurs, and other high-income professionals, each of whom has distinctive needs and priorities. We relish the opportunity to apply our depth of knowledge and skills, harnessing the extensive resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America to advance clients goals, streamline financial management, and intensify the beneficial outcomes of wealth for successive generations. Our disciplined approach starts with asking detailed questions to truly understand what they are trying to achieve and to define the true purpose of their wealth. The long-standing relationships we have developed with clients throughout the years have continued to flourish through various economic conditions. We believe this is a testament to our insightful advice and guidance, out-of-the-box thinking, and exceptional client service. It is our intention to be a financial resource to help clients make informed decisions about their money—today and in the future.