Our PhilosophyAttaining significant wealth in a lifetime is a noteworthy accomplishment. We understand and are guided by the principle that preservation and management of that accumulated wealth require an equally exceptional standard of care and constant attention to the ever changing economic environment.At the Winter Stein Potvin Hokin Group we know that our clients have needs that go beyond asset management. We are listeners and problem solvers. Moreover we draw upon the global resources and intellectual capital of Merrill Lynch Wealth Management to devise bespoke strategies for the unique priorities of each client.FIRST and FOREMOST: knowing our clients and helping them achieve their ultimate goals while balancing ongoing needs.The Clients We ServeWe work with ultra-high net worth families to simplify and streamline their complex financial affairs so they can focus on the other aspects of their lives. We recognize that clients often nurture a number of financial goals. We develop strategies to enable clients to pursue those multiple goals simultaneously – whether they involve maintaining a desired lifestyle, promoting a lasting legacy or enacting a vision for philanthropy. We are not here to design your goals, but to help you achieve them.Our Established Leadership: Our role as advisorsWe help clients with a wide range of financial needs:Evaluating opportunitiesDesigning and implementing customized tax efficient investment strategiesAlternative investmentsSelling companiesAssist with taking companies public401k plans and non-qualified deferred compensation plansMonetizing or hedging concentrated stock positionsFinancing real estate, aircraft, marine craft, art and other assetsManaging trustsEvaluating life and disability coverageEducating second-generation family membersEffecting philanthropic visionsEstate planning services in conjunction with counselOUR VALUESWe have built our private wealth management team on a commitment to customized attention, process, in-depth strategy and exceptional service. Economic conditions and financial markets vary, but our focus always remains the same: helping you and your family pursue the goals that are most meaningful to your family.##### *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.