At the Krakowski Barrington Brinkofski Group our team's focus is providing Wealth Management services for high-net worth individuals and families, closely-held business owners and real estate investors, with an emphasis on tax minimization strategies. We understand the significant impact your company can have on your balance sheet and have deep experience building wealth plans taking that impact into account. We provide access to the Bank of America Global Commercial Bank, Private Bank and Wealth Strategists to deliver a dynamic set of potential solutions to our clients encompassing Trust & Fiduciary Services, Wealth Transfer Planning, Liquidity Management and M & A Advisory via the BofA Securities Investment Banking team. Through Merrill we offer Individual and Corporate Investment Strategies, Alternative Investments and Family Wealth Management. We appreciate direct real estate investing and have the acumen to advise clients in this space, including strategies for custom-tailored financing solutions through our access to Bank of America.
Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
Bank of America Private Bank is a division of Bank of America, N.A.
Great wealth is not an end in itself. Rather, it is a powerful means by which you can define what truly matters—how you wish to live, the impact you hope to make, and the people and institutions with whom you choose to collaborate in pursuing those goals. For ultra‑high‑net‑worth families, wealth brings extraordinary opportunity, but also a level of complexity that requires thoughtful stewardship, disciplined decision‑making, and trusted guidance.
Our team is highly experienced in addressing the multifaceted challenges faced by individuals and families with substantial wealth. These challenges often extend well beyond portfolio construction to include coordinating family entities and trusts, managing concentrated or illiquid assets, navigating multijurisdictional considerations, planning for generational transitions, and balancing financial objectives with family dynamics and legacy aspirations. Successfully navigating this environment requires an approach that is both technically sophisticated and deeply personal.
By intentionally maintaining a limited client base, we ensure that substantial time, attention, and intellectual capital are devoted to each relationship. This allows us to thoroughly assess your unique circumstances and tailor strategies designed to align with your family's long‑term vision. It also enables us to remain highly responsive as priorities evolve—whether due to market conditions, life events, regulatory changes, or shifting generational roles.
Our focus is on simplifying your financial life amid complexity. We strive to serve as a central point of coordination across the many moving parts of substantial wealth, helping integrate investment strategy, liquidity planning, tax awareness, estate considerations, and broader advisory needs into a cohesive framework. While investment management is a critical component of what we do, we believe the value we deliver extends well beyond portfolio performance. It encompasses the perspective, guidance, and ongoing counsel that can inform decision‑making across nearly every aspect of your financial life.
Ultimately, our goal is to help you gain clarity, confidence, and control—so that your wealth supports not only financial security, but also purpose, continuity, and meaningful impact for generations to come.

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.
