Arbogast Breen Giles Olmo Shaikh Group

Focused on What Matters

At The ABGOS Group, we look to have a sustained and significant impact on the trajectory of your wealth, helping you think strategically about your options, reduce administrative headaches, and pin down loose ends. Our approach seeks to enact, accomplish, and simplify.We focus on the key factors that drive outcomes for ultra\-high\-net\-worth individuals and families: **A tax\-sensitive approach** to investing, wealth transfer, and charitable giving that incorporates our insights and those of firm specialists who partner with our team. **Depth in managing concentrated and restricted stock**, with analysis and administrative support for C\-suite executives. **Focused momentum on wealth transfer**, formalizing your intentions and advancing those objectives through a well\-executed plan. **An aggregated view of your balance sheet**, helping you track performance across the spectrum of your wealth. ~^\*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.^~

The Value We Add

The clients who engage our help typically have busy lives and complex finances.We help them gain control over multiple facets of their wealth, taking preemptive action to help capitalize on opportunity and pursue positive outcomes for themselves and the people they value.Clients typically come to see us as part of their inner circle—a go\-to resource for ideas, counsel, and stability. Here are a few of the ways we believe we add tangible value: **More time.** When wealth becomes more complex, its management can become far more demanding. Our team is accustomed to diving into the circumstances of each client's situation, investing significant time in navigating the intricacies of substantial wealth. Clients, in turn, can regain precious time for their families, jobs, and personal passions. **More forethought.** We take the time to understand the full story of clients' situations—their concerns, goals, and ambitions. We also encourage clients to think about tomorrow—and thirty years from tomorrow, helping to design and execute a thorough, workable wealth\-management plan that captures the nuances of significant wealth. **More ease.** People know when they are well served. It comes through in the timeliness of communications, the discipline of steady momentum, and a desire to make life easier and less stressful. At The ABGOS Group, we pride ourselves on that mission, delivering a preeminent service experience that demonstrates how much we value each person or family through our consistency and reliability.

A Culture of Excellence

The clients who engage our help know the value of good people. They have seen this phenomenon in their own enterprises. A capable team can be priceless.We believe in this same mindset. We have assembled a group of Advisors, Analysts, and Associates that we think are singular in their abilities. We believe this quality confers a measurable difference to the clients we serve: **We anticipate.** We're skilled in thinking beyond the confines of the immediate to help clients prepare for significant decision points, helping them weigh their options. **We are exhaustive.** We take the time to delve into each situation, gaining an understanding of the total picture for each client. The more we know, the more we can help. **We work harder.** The clients we serve have attained outsized success, typically through years of hard work. We adopt a similar work ethic, proud to do more and be more as a team. **We are discreet.** Client privacy is extremely important to us. We demonstrate the same tact and care we would want for our own families. Reach out to any of our partners—Peter Arbogast, Mike Breen, Hilary Giles, Brian Olmo, or Rahul Shaikh—to see if we can help you advance your priorities and aspirations.

Insight

**Insight** In a life with significant wealth, the financial decisions you make can often have a cascading effect — impacting you, your family, your business and even the greater community. We understand the nuances of these challenges and can help give you the insight you need to navigate important conversations and make more informed decisions. * Access [information and ideas](https://www.pbig.ml.com/latest\-thinking/research\-insights.html) to help you pursue your goals * Tap into the knowledge of specialists who work closely with your Merrill Private Wealth advisor

Simplicity

**Simplicity** Wealth should liberate you, freeing you to pursue passions and interests. Managing the ever\-increasing complexity of your financial life, however, can quickly become all\-consuming. At Merrill, we work to help transform the way you interact with your wealth by distilling that complexity into clear findings and thoughtful guidance, grounded in a personalized plan. What's more, as a Merrill Private Wealth Management client, you have access to a [full range of solutions and services](https://www.pbig.ml.com/solutions.html) designed to help you address the challenges and opportunities significant wealth can bring.

Perspective

**Perspective** Considerable wealth requires a much longer\-term vision — a commitment to maintaining your wealth throughout your lifetime and for generations to come. We're familiar with the demands that kind of time horizon puts on your needs. With our diverse knowledge and experience, we can help safeguard you against reactionary thinking while identifying opportunities in the future. Plus, as a client, you have access to our dedicated Private Wealth Services, including: * [Merrill Center for Family Wealth](https://www.pbig.ml.com/solutions/merrill\-center\-for\-family\-wealth.html)^®^ * [Strategic Wealth Advisory Group](https://www.pbig.ml.com/solutions/strategic\-wealth\-advisory\-group.html) * [Family Office Services](https://www.pbig.ml.com/solutions/family\-office.html)

Recognition