The Grala Kingshott 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.
Team founders Nic Grala and Jason Kingshott have spent their entire careers addressing the needs of ultra-high-net-worth clients. They are intimately attuned to the needs of the clients they serve.An incomplete list of services they provide include the following:* Tax and fee-sensitive investment management, including both public and private offerings.* Customized portfolio design, including building around concentrated positions.* Wealth-transfer strategies that align a family's interests and intentions with evolving tax legislation.* Next-generation stewardship initiatives that are designed to promote the continuity of family wealth and facilitate positive family dynamics.* Collaborating with external tax and legal advisors, as well as in-house specialists, to ensure a consistent and holistic approach to each client's financial picture.
CFA
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
