William Lange

Focus On

As Private Wealth Advisors, we offer exclusive access to services that reflect the needs of ultra\-affluent individual and institutional clients including: * Integrated lifetime, estate planning services and succession strategies * Trust structures and administration, compliance and reporting * Concierge services: travel, domestic staff management and elite services * Center for Family Wealth™ that helps wealthy families define the purpose of their wealth, educate family members, align financial management and engage in strategic philanthropy. * Strategic Wealth Advisory Group that helps families consider their wealth transfer options and align wealth transfer and legacy strategies. * Family Office Services that help families easily manage their financial affairs and provide household accounting services, financial reporting and tax services. * Access to the full breadth of wealth strategies from Merrill, plus Bank of America's banking, trust and credit solutions and exclusive access to investment opportunities typically only available to institutional investors, as appropriate. * Assistance with executive compensation assessments, business ownership transitions, growth, preservation and transfer of wealth, philanthropic interests and the implementation of tax minimization strategies for federal and/or state gift and estate taxes. ###### *~\*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.~* *~\*Merrill Family Office Services are offered through Merrill Lynch, Pierce, Fenner\&Smith Incorporated ("Merrill"). In connection with its Family Office Services, Merrill is not acting in the capacity as a broker\-dealer, nor as a registered investment adviser. Accordingly, through its Family Office Services, Merrill is not offering, and its clients are not paying for, advice with respect to securities, the purchase or sale of securities, or the valuation thereof, nor do Merrill's Family Office Services encompass financial planning, discretionary account management, or any other securities\-related accounts, products or services. Merrill offers a broad array of brokerage and investment advisory accounts, products and services through other parts of its business outside of Family Office Services, which are subject to separate agreements, disclosures, and fee arrangements, and may be procured by applying or enrolling and contracting through those other business channels. Please contact your Financial Advisor or Private Wealth Advisor with questions regarding Merrill's brokerage or investment advisory offerings.~* *~\*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. \*Banking products and services provided by Bank of America, N.A.~*

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition