When your wealth takes on a certain scale, its management can be come time consuming. At the Palermo Frangas Group, we understand that inflection point. We work closely with business owners, senior executives, and multigenerational families, helping them resolve the intricacies that significant wealth can pose. “How can we be helpful to you and your family?” That is a question that guides our outreach and impact. We are always looking to improve the lives of the clients we serve, addressing their financial picture to uncover efficiencies, harness new ideas, capitalize on opportunities, and sidestep possible pitfalls. We are honored that client referrals constitute our primary source of new relationships. That support, we believe, reflects the mindset and integrity we bring to our work. When clients engage us, we treat them with the consideration and care we would want for our own families. We understand high expectations because we hold them ourselves, always striving to do more and be more to the families we serve. Many of our client relationships evolve into deep and abiding friendships, a dynamic that continues to inspire our best efforts. We invite you to learn more about our approach and the ways our team creates what we believe is a special kind of experience for a select group of families.
We appreciate each client's distinctive path—the sacrifices, experiences, decisions, and intentions that have brought them substantial success. That singularity is reflected in the work we undertake on their behalf.
Active listeners, we begin each relationship by starting with the client. We're eager to learn their story and how those experiences have shaped their perspective on what lies ahead. Typically, clients engage our help for a few different reasons:
Their wealth has taken on a scale that requires more effort and attention than they can now dedicate. They are hopeful to regain time, knowing that their affairs are managed with the focus and coordination they deserve.
They anticipate a significant decision point in the next five-to-ten years and want to position themselves to prepare for that crossroads. For entrepreneurs, that may involve selling or transferring their business. For families, it may involve passing significant wealth to the next generation. And for senior executives, it may center on retirement strategies and the resources needed to attain that milestone.
They have encountered a thorny issue or an enduring obstacle in managing their wealth and need a committed resource to tackle its smooth resolution.
They have attained substantial wealth and want to ensure that their family enjoys the positive outcomes—and avoids potential pitfalls—of their success. They also recognize that true wealth endures beyond a single generation, eager to take proactive steps to preserve and transfer their wealth for their loved ones.
For each of these situations, we offer the knowledge and insight that derives from direct experience. We exclusively cater to the needs of ultra-high-net-worth clients, so we're intimately familiar with the complexities they encounter—and how best to unwind them. We're a team of committed problem solvers who like to say "yes," helping clients move from where they are, to where they want to be, steadily, methodically, and reliably.
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
