The JET Group
Exceptional wealth is complex and demands constant attention and monitoring, creative thinking and timely action.
Few teams have the global experience, disciplined processes, core competencies and comprehensive resources at their disposal that we do. We believe this is why many of the world’s affluent families, leading attorneys, CPAs, investment bankers and other Financial Advisors turn to us for assistance. They seek us because of our reputation—they stay because of our service.
We want your expectations and standards to be high— because this makes us even more committed to excellence and strengthens our practice for all of our clients.
Wherever in the world you intend for your goals to take you, let us earn the right to help you—because chances are that we have been there before.
The JET Group serves the financial needs of a select number of globally-oriented families who share wealth-connected similarities, but whose origins of wealth are as diverse as the individuals themselves. We serve families who:
■ Desire a strategy-based approach to wealth management from a team of highly experienced professionals.
■ Seek solutions-based guidance on the complex issues affecting their family members' futures.
■ Find value in working with us across multiple wealth management disciplines and services.
OUR CLIENTS come from an elite roster of business owners, entrepreneurs, senior corporate executives, privately held businesses, professional athletes and entertainers, and principals of other financial services organizations, including hedge funds, registered investment advisory firms and investment banking boutiques.
We offer you our skilled insight, unwavering and highly personal service, combined with the global investing resources of Merrill and access to the banking strength of Bank of America. We strive to help you and your family:
■ Simplify your financial life and give you the freedom to pursue your personal passions.
■ Position yourself to better pursue your goals.
■ Understand complex financial concepts and global events and show you how they relate to your financial outlook.
■ Recognize an array of wealth management-related risks and help you strategize accordingly.
OUR GOALis to create a client experience that goes far beyond your expectations in a consistent, client-centric, cost-effective manner.
As part of Merrill, we can provide a gateway to one of the largest wealth management firms in the world, with demonstrated leadership in global markets, corporate and investment banking, and risk management that few other firms can match.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
