The Kang Group
The Kang Group is a Houston-based wealth management team serving business owners, entrepreneurs, and first-generation families with complex financial needs. As part of Merrill and Bank of America, we focus on liquidity events, business transitions, tax-aware strategies, trust and estate planning, and cross-border considerations. Led by Ning Kang, we prioritize long-term advisory relationships and simplify sophisticated financial strategies.
*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
Bank of America Private Bank is a division of Bank of America, N.A.
The Kang Group works with clients whose financial lives extend beyond basic planning or portfolio management.
Our clients are often:
- Business owners and entrepreneurs
- Families preparing for or navigating a business sale or liquidity event
- Households managing trusts, holding companies, or concentrated positions
- Mandarin-speaking and first-generation immigrant families
- Clients with complex tax and cross-border considerations These relationships typically involve ongoing coordination across investments, tax strategy, and long-term family planning.
Topic: How allocating Alternative Investments can help you pursue your goals.
**Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be...
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
