Jancisin | DiSilvio

Experience Floor

Wealth management is more than investment advice. It is the experience clients have every time they engage with their advisory team. Our Experience Floor serves as the central point of coordination for every client relationship. From day\-to\-day requests and strategic implementation to communication with outside professionals, this team ensures that every recommendation becomes action. Acting as a concierge for your financial life, the Experience Floor coordinates across our specialists, trusted advisors, and professional network to deliver a seamless, high\-touch experience. Our objective is simple: reduce complexity, eliminate unnecessary friction, and give you confidence that every detail is being managed.

Expertise Floor

Our Expertise Floor brings together professionals across investments, banking, planning, and lifestyle services to help address the many complexities that accompany significant wealth. Rather than operating independently, each division collaborates across our Lifestyle, Liquidity, and Legacy framework, ensuring every recommendation supports your broader objectives. Whether helping preserve wealth, create liquidity, simplify family operations, or prepare future generations, our specialists work together as one coordinated team focused on delivering thoughtful solutions for every stage of your financial life.

Founders

Building wealth is only the beginning. Transforming business success into lasting family success requires thoughtful planning, coordinated advice, and experienced guidance. We work alongside founders and entrepreneurs as they navigate growth, liquidity events, succession planning, tax strategy, family governance, and life after business ownership. Our role extends beyond investments—we help coordinate the many financial decisions that accompany building and preserving significant wealth.

Families of Wealth

Wealth is most meaningful when it creates opportunity across generations. We help families preserve more than assets. Through coordinated planning, family governance, education, philanthropy, estate strategy, and multigenerational wealth transfer, we help ensure that wealth continues to support the people, values, and purpose that created it. Working closely with attorneys, accountants, and other trusted advisors, we help families make informed decisions while remaining focused on what matters most—preserving both financial capital and family capital for generations to come.

Insight

**Insight** In a life with significant wealth, the financial decisions you make can often have a cascading effect — impacting you, your family, your business and even the greater community. We understand the nuances of these challenges and can help give you the insight you need to navigate important conversations and make more informed decisions. * Access [information and ideas](https://www.pbig.ml.com/latest\-thinking/research\-insights.html) to help you pursue your goals * Tap into the knowledge of specialists who work closely with your Merrill Private Wealth advisor

Simplicity

**Simplicity** Wealth should liberate you, freeing you to pursue passions and interests. Managing the ever\-increasing complexity of your financial life, however, can quickly become all\-consuming. At Merrill, we work to help transform the way you interact with your wealth by distilling that complexity into clear findings and thoughtful guidance, grounded in a personalized plan. What's more, as a Merrill Private Wealth Management client, you have access to a [full range of solutions and services](https://www.pbig.ml.com/solutions.html) designed to help you address the challenges and opportunities significant wealth can bring.

Perspective

**Perspective** Considerable wealth requires a much longer\-term vision — a commitment to maintaining your wealth throughout your lifetime and for generations to come. We're familiar with the demands that kind of time horizon puts on your needs. With our diverse knowledge and experience, we can help safeguard you against reactionary thinking while identifying opportunities in the future. Plus, as a client, you have access to our dedicated Private Wealth Services, including: * [Merrill Center for Family Wealth](https://www.pbig.ml.com/solutions/merrill\-center\-for\-family\-wealth.html)^®^ * [Strategic Wealth Advisory Group](https://www.pbig.ml.com/solutions/strategic\-wealth\-advisory\-group.html) * [Family Office Services](https://www.pbig.ml.com/solutions/family\-office.html)

Recognition