The Krakowski Barrington Brinkofski Group
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. It is a way by which you can decide what you want to accomplish and with whom you wish to collaborate to pursue your goals. Our team is highly experienced about the challenges faced by individuals with substantial wealth.
A limited client base helps ensure that substantial time and energy can be devoted to assessing and tailoring individual strategies for you. It also allows the team to be responsive to your personal goals and focus on those services that contribute to simplifying your financial life. We believe the value delivered to you reaches well beyond investment management; it extends to the advice and guidance that may be of assistance in nearly every aspect of your financial life.
Investing involves risk. There is always the potential of losing money when you invest in securities.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
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.
