Izzo, Arellano, Sliwinski & Associates offers a broad spectrum of financial services and wealth management advice and guidance to a select group of clients. Our mission is to be a steady and insightful resource, helping clients accumulate, preserve, organize and structure their wealth.
Over the years, our wealth management group has become multidimensional. We advise and guide clients in multiple areas of wealth management: asset and liability management, diversified investments, trust and estate planning services, retirement income planning and concentrated stock management, among others. We offer direct access through Bank of America to personal banking, including lending services; and access to commercial banking, including treasury services, cash management and credit and lending.
The Izzo Group is process-oriented, and we believe there is value in analyzing complex financial situations in a disciplined, candid way. We apply the same depth of skill to each client, and we leverage the Merrill Lynch Wealth Management platform of products, services, research, specialists and technology for clients' benefit.
Corporate executives and financial industry executives
The Izzo Group is particularly experienced serving as financial advisors to corporate executives (of both public and private companies) and financial industry executives, including senior executives from hedge funds and private equity funds, and senior officers from mutual fund companies, investment banks and other financial industry companies.
Each client is different, of course, but the senior executives we work with share a few characteristics: they are ambitious, successful, savvy – and time-constrained. Because of the demands and pressures of their professional lives, they are simply too busy to devote sufficient time to their own wealth management strategy. An additional common characteristic is that many clients hold significant ownership interests or investment stakes in the companies or funds they work for.
Over the years, these busy executives have relied on The Izzo Group, we believe, to help organize their financial matters and provide turn-key strategic advice and guidance in these crucial areas:
- Net worth and balance sheet risk analytics
- Diversified portfolio investments
- Concentrated wealth strategiesAnalyzing equity ownership or investment position risk
- Monetization strategies
- Tax minimization strategies
- Corporate stock option and equity compensation strategies
- Long-term wealth management strategy development
- Coordination with other professional advisors, including estate attorneys, CPAs and insurance agents, among others
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
CEPA®, CPFA®, CRPC™
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