The AS Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Our team works with clients, particularly European immigrants in the United States with complex tax situations, to achieve their financial goals through a comprehensive global goals-based wealth management approach.
- Comprehensive Private Wealth Analysis.
- Management of multi-currency investment accounts (European equity portfolios in Euros and GBP in particular, laddered corporate international bond portfolios…).
- Through Bank of America Private Bank(formerly U.S. Trust), Trust & Estate Planning Services for Multi-Jurisdictional Families.
- Wealth Transfer Planning.
- Concentrated Stock Diversification Strategies.
- Servicing of Business Owners/Founders across the Bank of America Enterprise (Small Business Banking, Commercial Banking, Corporate Banking, Capital Markets).
- Through Bank of America, Lending & Home Financing Services.
- Custom Lending Solutions.
- Art Lending.
- Insurance Solutions.
- Retirement Plan Services.
- Personalized and custom managed portfolio strategies.
- Next generation education savings plans.
- Pre-immigration planning & Wealth Structuring Services.
**Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
*Trust, fiduciary, and investment management services 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.*
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.
