The McKee Group

The McKee Group is a multigenerational, boutique-style Wealth Management team within Merrill Lynch Wealth Management, bringing more than 70 years of collective experience serving the sophisticated needs of high‑ and ultra‑high‑net‑worth individuals and families. We work with a limited number of CEOs, business owners, founders, and senior private equity and venture capital executives, along with their family enterprises and philanthropic interests. Our focus is on helping clients address the creation, preservation, and multigenerational transfer of wealth, with particular attention to advanced planning strategies, business succession, liquidity events, and legacy considerations. We take a long‑term, goals‑based approach designed to evolve alongside changing family dynamics, market conditions, and business milestones. Through Merrill’s disciplined Wealth Management Process, we leverage the firm’s breadth of resources, research, and planning capabilities while maintaining the personalized service and discretion of a boutique advisory relationship. We utilize sophisticated financial analysis and modeling tools to help clients evaluate trade‑offs, manage complexity, and make informed decisions across their balance sheet. Our work typically encompasses: Comprehensive Wealth Management Generational and Legacy Planning Trust and Estate Planning Coordination Liquidity and Concentrated Asset Planning Tax‑Aware Investment Strategies Executive Compensation and Retirement Planning Risk Management and Asset Preservation Philanthropic Planning At the core of The McKee Group is a commitment to long‑standing client relationships, earned through thoughtful guidance, disciplined execution, and a high level of personal service across every aspect of our clients’ financial lives. Our team has offices in Wellesley, MA, Coral Gables FL, and Naples FL. *BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.