Serving a select circle of high-net-worth and ultra-high-net-worth individuals and families, The Piatas Group is dedicated to delivering a “bespoke personalized boutique-like” client experience. Through the use of objective and practical advice, the Team customizes all facets of wealth management: portfolio construction, tax minimization, credit-lending through Bank of America, N.A. and intergenerational wealth transfer strategies. After evaluating a range of client criteria from financial and behavioral perspectives, integrated approaches are tailored “from the ground up” to address clients’ personal situations and aspirations.
On behalf of affluent business owners, corporate-suite executives, retirees and their grown children nationally, The Piatas Group’s exceptional measure of personal attention and responsiveness, allows for a genuine understanding and the timely coordination of key resources.
For business owners’ personal and enterprise needs, the team can assist with cash management and treasury solutions, succession strategies, sales to strategic and financial sponsors, 401(k) plans and more. “I admire and look up to business owners. They have the courage to take business risks and the confidence to pursue a passion, facing headwinds at every turn. They deserve a best-in-class team that offers a trusted hand – which is our role,” explains Richard Piatas.
The Piatas Group works closely, too, with highly-compensated corporate executives whose stock options, concentrated stock positions and other matters require guidance and adherence to changing regulations. “Concentrated equity positions create wealth, however, diversification can keep you wealthy,” says Richard. “Often we employ a hedging or pay-forward strategy, to optimize tax and other benefits.”
To assist clients moving toward wealth preservation and decumulation/transfer stages, Richard collaborates with clients to help determine their desired outcomes: financial independence, income, retirement, interfamily wealth transfer and/or philanthropy. Stochastic modelling is used to determine the likelihood of the client achieving the desired outcome.
“Clients have complex and diverse needs. We’re ready with actionable strategies and a commitment to compassionate outstanding service,” Richard adds. “From wiring funds overseas, to helping allocate funds for a grandchild’s education, our high-touch approach is designed to help us diversify, manage, grow and preserve their wealth.”
Serving a select circle of high-net-worth and ultra-high-net-worth individuals and families, The Piatas Group is dedicated to delivering a "bespoke personalized boutique-like" client experience. Through the use of objective and practical advice, the Team customizes all facets of wealth management: portfolio construction, tax minimization, credit-lending through Bank of America, N.A. and intergenerational wealth transfer strategies. After evaluating a range of client criteria from financial and behavioral perspectives, integrated approaches are tailored "from the ground up" to address clients' personal situations and aspirations.On behalf of affluent business owners, corporate-suite executives, retirees and their grown children nationally, The Piatas Group's exceptional measure of personal attention and responsiveness, allows for a genuine understanding and the timely coordination of key resources.For business owners' personal and enterprise needs, the team can assist with cash management and treasury solutions, succession strategies, sales to strategic and financial sponsors, 401(k) plans and more. "I admire and look up to business owners. They have the courage to take business risks and the confidence to pursue a passion, facing headwinds at every turn. They deserve a best-in-class team that offers a trusted hand – which is our role," explains Richard Piatas.The Piatas Group works closely, too, with highly-compensated corporate executives whose stock options, concentrated stock positions and other matters require guidance and adherence to changing regulations. "Concentrated equity positions create wealth, however, diversification can keep you wealthy," says Richard. "Often we employ a hedging or pay-forward strategy, to optimize tax and other benefits."To assist clients moving toward wealth preservation and decumulation/transfer stages, Richard collaborates with clients to help determine their desired outcomes: financial independence, income, retirement, interfamily wealth transfer and/or philanthropy. Stochastic modelling is used to determine the likelihood of the client achieving the desired outcome."Clients have complex and diverse needs. We're ready with actionable strategies and a commitment to compassionate outstanding service," Richard adds. "From wiring funds overseas, to helping allocate funds for a grandchild's education, our high-touch approach is designed to help us diversify, manage, grow and preserve their wealth."
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.
