The Butler Group
If you are a financial sponsor, have a family office, or own a business, it is likely that you have encountered—or will encounter—significant complexity in your financial affairs. The ultra-high-net-worth space is rife with decision points—what to do, when to do it, what to avoid, and what to think about.
Accomplished clients look to our team, The Butler Group, for evenhanded advice and unwavering loyalty in weighing these decisions. Our founder, Bill Butler, grew up in Indiana, graduated from the U.S. Naval Academy, flew SH-60B “Seahawk” helicopter before and after the September 11th attack, completed his M.B.A., and then began his wealth management career in 2005.
Bill’s background is distinctive, as is his perspective. He brings a cool headedness to important decisions, helping clients think long-term about the trajectory of their lives, their businesses, and their families. With more than two decades of experience guiding clients who have achieved notable success, Bill believes there’s not much he hasn’t seen. If he doesn’t have an immediate answer for a client, he is confident he will find someone in his network who can help.
If you believe your wealth would benefit from sustained focus, or if you’d like to regain precious time by delegating the management of your financial affairs, please reach out to us using the red “Contact Us” button at the top of this page. We are eager to discuss how our capabilities align with your interests and needs.
The clients who engage our team tend to have sophisticated needs that span multiple touchpoints of their wealth. These relationships, we find, allow us to add the most value. We work with a limited number of clients, offering the intensive guidance and one-on-one sensibility that allow us to lead demanding initiatives from beginning to end.
Client needs are top of mind – not just during quarterly or annual meetings but infusing our day-to-day processes and routines. We strive to be the preeminent wealth manager to ultra-high-net-worth individuals and families—a goal that requires the best of our mindpower, energy, and spirit, day in and day out. We welcome high standards on behalf of the clients we serve. We hold those same standards ourselves.
We have extensive experience work with an accomplished clientele:
- Private equity principals look to our team for assistance with their fund operations, including banking, capital markets, and credit services, as well as private wealth management.
- Business owners look to us for guidance in structuring and optimizing their business, often in preparation for a liquidity event.
- Family offices look to us to advance a unified approach to investing, next-generation stewardship and wealth transfer, philanthropy, and customized credit.Whatever the source of a client's wealth, we offer a degree of customization and attention that we believe is unique. Undaunted by complexity, we strive to make each client's financial life more efficient, advancing measurable progress toward meaningful priorities, not only for the clients we serve, but for the people and causes that add richness to their lives.
***Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
