The Hamonet Group enjoys a proud heritage of serving a highly accomplished and educated international clientele – attorneys, entrepreneurs, real estate owners, physicians, external asset managers and family offices in the U.S. and abroad. The team is led by Alberto Hamonet, whose decades of experience and knowledge continue to attract generations of referred families.
“Clients speak Spanish and Portuguese, and so do we. More importantly, we ‘speak to the cultures and concerns’ that clients have – and we fully appreciate the nature of their lives and livelihoods. Whether we visit with clients Internationally or in the U.S, we offer a boutique level of advice and guidance that’s designed only for them,” Alberto Hamonet points out.As the founder of The Hamonet Group, Alberto believes in providing clients with a family office experience – one that presents an elite clientele with unwavering attention and access to the full complement of services from Merrill. The Hamonet Group focuses on each client’s most significant priorities and goals for family, business and philanthropy.
“It doesn’t surprise me that family offices leverage what we do – to streamline their efforts and benefit from our recommendations. We also provide exceptional attention to individuals, ‘same time zone’ convenience, and the security they often seek in U.S. investments,” Alberto explains. “Our perspective, frequency of contact and transparency of costs are hallmarks of our offering.”Many clients can benefit from The Hamonet Group’s multi-currency platform and ability to provide efficient cash management, as part of the team’s effort to optimize client wealth. Often, the team assists clients’ attorneys in obtaining information to help clarify capital gains and dividends. Through Bank of America, N.A. clients also have access to commercial, residential and securities-based lending.
“Serving as a resource for clients, we help translate when they see a physician in the U.S., for example, or visit colleges with their children. We want clients to feel comfortable financially and personally, which is why we embrace them as people, beyond the assets we manage. Clients need someone to trust,” Alberto says. “I believe they see us as part of their family.”
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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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.