Our multigenerational wealth management team is comprised of seasoned advisors dedicated to serving the unique needs of wealthy families. Dedicated to the ultra-high-net-worth space, we focus on private business owners and other financial professionals. We are committed to addressing the intricate financial needs of wealthy families while steering clear of institutional clients, allowing us to better focus our resources and experience.
With a deep understanding of the complexities that often accompany substantial wealth, our team emphasizes the importance of strategic planning. We are committed to developing tax-minimization strategies, leveraging frequently used techniques designed to help optimize our clients’ financial outcomes. Our approach also includes a strong focus on alternative investment strategies, which play a crucial role in enhancing portfolio diversification and managing risk.
At the heart of our philosophy is a steadfast commitment to our clients. We aim to serve as their trusted quarterbacks, guiding them through the myriad of financial options available. We believe that clients choose to work with us because of our extensive experience, profound knowledge, and unwavering ethics and integrity. We are not just advisors; we are advocates for our clients, akin to primary care physicians in the realm of finance.
Our team harnesses the investment insights of Merrill and the banking convenience of Bank of America, enabling us to offer strategies that encompass everything from investment and alternative investment to wealth transfer services, access to family office services, and access through Bank of America to trust services, as well as custom lending and banking. We strive to be the singular point of contact for our clients, enabling them, with just one phone call, to access a wide array of financial resources tailored to their unique needs.
In summary, our multigenerational team stands ready to guide our clients through experienced guidance, innovative strategies and a commitment to excellence, designed to support their financial well-being for generations to come.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
Ours is not a typical approach, because we do not serve "typical" clients. They include successful, often multi-generational families who have either created significant wealth, or are stewards of the fortunes built by others. Most often, they are referred to us by other clients, or attorneys and accountants who are familiar with our approach.A hallmark of our approach is the close nature of the relationships we have with clients. We recognize clients' voices when they call, as well as their comfort with risk. We know what keeps clients up at night and what gets them up each morning. Above all, we know that both communication and performance matter to clients, and both are why we believe they choose us.Many clients come to us looking for a trusted advisor whom they have read or heard about. Despite their wealth, many don't have a financial strategy or estate plan. We look to connect the dots in clients' complex financial lives with highly customized, tax-efficient strategies, in concert with their other advisors. We also aim to bring both spouses to the table, to agree on goals and concerns.By staying in frequent contact, we can respond to clients' urgent needs as well as shifts in what they would like to accomplish long term. Being proactive also reflects our commitment – to educate clients on where they stand, what they own, and the impact of decisions on intergenerational wealth.
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.
