You can rely on our team to manage your financial life, so you have time to pursue a lifestyle that befits your true passions. We work closely with you to develop customized financial strategies designed to manage risk in the present, address personal goals throughout life, and preserve wealth for future generations.

As part of a cohesive wealth strategy plan, we will collaborate with your trusted tax and legal advisors to help ensure all advice and guidance complements your short- and long-term wealth goals.

Our Team offers you a broad spectrum of sophisticated strategies and services demanded by the complexities of substantial wealth:

• Net worth analysis and wealth allocation framework
• Asset management with cash flow budgeting
• Predictive modeling to match assets to well-defined objectives
• Concentrated position strategies (e.g. stock options, restricted stock, private ownership)
• Tax-minimization strategies
• Trust and estate planning services
• Intergenerational wealth transfer strategies
• Philanthropic and charitable giving
• Family wealth dynamics and governance

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.