The Dozier Myers Group

Our Ultra High Net Worth Services include art planning and lending, trust services, philanthropic planning, custom lending and access to private investments.

Our premier educational experiences for rising generation clients of households with $25 million in assets are held at leading business schools and taught by professors alongside Merrill subject‑matter experts. Every agenda is thoughtfully designed to address financial wealth, governance, family dynamics, communication, and leadership development.

Merrill family office services for households with $50 million or more in assets provide streamlined support across accounting, tax, reporting, and administrative needs. Merrill handles bill pay, expense management, and household payroll, along with tax administration, compliance, and planning. Merrill provides consolidated portfolio performance reporting, digital document vaulting, curated referrals, and general consulting to streamline and coordinate all aspects of family financial management.

_{*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.}

_{*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.}

_{*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.}

_{*Merrill Family Office Services are offered through Merrill Lynch, Pierce, Fenner&Smith Incorporated ("Merrill"). In connection with its Family Office Services, Merrill is not acting in the capacity as a broker-dealer, nor as a registered investment adviser. Accordingly, through its Family Office Services, Merrill is not offering, and its clients are not paying for, advice with respect to securities, the purchase or sale of securities, or the valuation thereof, nor do Merrill's Family Office Services encompass financial planning, discretionary account management, or any other securities-related accounts, products or services. Merrill offers a broad array of brokerage and investment advisory accounts, products and services through other parts of its business outside of Family Office Services, which are subject to separate agreements, disclosures, and fee arrangements, and may be procured by applying or enrolling and contracting through those other business channels. Please contact your Financial Advisor or Private Wealth Advisor with questions regarding Merrill's brokerage or investment advisory offerings. Family Office Services can provide tax advice; however, 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.}