Managing your wealth begins with a deeper understanding of you. Your wealth is a resource to be employed in an effort to fulfill your goals.
I work with a number of unique and financially successful families whose goals and priorities differ greatly, and yet broadly recognize wealth without purpose is meaningless.
Purpose without structure can be ineffective.
My effort is to provide advice and guidance to ensure wealth structures are aligned with each family's purpose.
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
