Our philosophy attaining 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 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. We 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. We help clients with a wide range of financial needs: evaluating opportunities, designing and implementing customized tax efficient portfolio strategies, alternative investments, selling companies, assist with taking companies public, 401k plans, non-qualified deferred compensation plans, monetizing or hedging concentrated stock positions, financing real estate, aircraft, marine craft, art, other asset managing trusts, evaluating life and disability coverage, educating second-generation family members, effecting philanthropic visions, estate planning services in conjunction with counsel. We 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.}

_{*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.}

_{*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.}