The Goldhammer - Kirschner Group

As dedicated Wealth Advisors, The GK Group focuses on providing executives of both public and private companies, as well as multigenerational families, a personal family office like experience. Our objective as their advisors is to provide thoughtful advice regarding any financial issues that may arise. We feel that clients appreciate our holistic approach, which incorporates liability management and estate planning services, with tax optimization and philanthropic strategies, into a financial strategy that addresses the full range of their financial goals and priorities. With accessibility to the expansive resources within Merrill Lynch Wealth Management, as well as third parties industry-wide, our team is not only well-positioned to provide objective, unbiased advice, but to directly access and execute solutions with efficiency and ease based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation.

• We strive to bring best-of-breed solutions to client portfolios via an open architecture platform that is rooted in objectivity.

• Our clients often come to us after they have accumulated significant wealth. They appreciate our emphasis on preserving their wealth.

• We deploy a rigorous investment process that is tailored to clients' goals and fully integrated with their estate plan.

• We have the experience to help clients manage complex assets, whether they be a concentrated position in a stock or significant exposure to a particular asset class.

• We are sensitive to the role that family dynamics plays when it comes to intergenerational wealth transfers. We interact with all family members affected by the financial strategy, allowing a greater understanding to counsel the next generation on the responsibilities and skills necessary to maintain their wealth.