The Gutierrez Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
On April 18th of 2024 we hosted an incredible family summit for our clients, bringing together multiple generations to discuss family wealth and legacy planning. The first part of the seminar was designed to bridge the gap between generations, fostering conversations and exchanging perspectives. To start, we divided attendees into two groups based on their generations. This setup allowed for focused discussions where everyone could share their unique insights and experiences. The first group was composed of the older generation, who discussed legacy building and wealth preservation. The second group, representing the younger generation, explored innovative approaches to wealth and the changing dynamics of family businesses. After these initial sessions, we brought both generations together for a lively debate on key topics in family wealth planning. This interactive format sparked engaging conversations and highlighted the different perspectives within families. It was fascinating to see how each generation approached challenges and opportunities, and it paved the way for deeper understanding and collaboration.
We were honored to have an outstanding lineup of speakers who guided the discussions:
- Valerie Galinskaya, Managing Director and Head of the Merrill Center for Family Wealth, who provided invaluable insights into cross-generational wealth management.
- Shilpa Mirchandani, Director at the Merrill Center for Family Wealth, who helped facilitate the debates and offered expert advice on navigating intergenerational family dynamics.
- Caroline Orr, Art Service Specialist, who added a unique perspective on integrating art into family wealth.
- David Koh, Senior Investment Strategist at the Chief Investment Office, who shared his knowledge on investment strategies and market trends.
Thank you to all our clients who attended and participated. Your engagement made this summit a memorable experience, and we look forward to more opportunities to connect and learn from each other in the future.
CRPC™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
