A Commitment to Service
Merrill Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained Private Wealth Advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
Prioritizing Client Comfort
At the Dunn Group we place a premium on client comfort. We provide a confidential environment in which a client can feel comfortable discussing his or her financial concerns. We are good listeners and encourage a collaborative approach to goal setting and decision making. In a world of distractions and competing needs we focus on clients; in-depth conversations are key building blocks of our wealth management approach.
We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your wealth and compensation require. We can help you manage the risk of your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family – designed to enable you to live life as you want it, with reliable access to cash – we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.
Intergenerational Family Wealth
Managing your family’s wealth across multiple generations goes beyond protecting and preserving assets, minimizing taxes and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards of wealth. Merrill Lynch’s Private Banking and Investment Group helps a select group of families with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create strategies that reflect your family’s intentions and help ensure that your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth enables us to see and share best practices to help you achieve them.
Private Equity and Hedge Fund Principals
Your investment expertise as a hedge fund or private equity principal has likely resulted in substantial personal wealth. We have experience working with a select group of individuals in your industry. Drawing on our extensive capabilities and the broad resources of a global institution, we work to help you coordinate, manage and preserve your successes. We offer strategies aimed at simplifying the complexities of your financial life, including wealth transfer advice and guidance from Merrill Lynch and access to the banking convenience of Bank of America for your banking, lending and trust needs. We also provide access to Bank of America for your working capital needs in support of the day to day needs of your business.
As a woman of wealth, you are well aware of how inaccurate stereotypes about gender and money can be. Beyond some specific challenges—for example, planning for the statistical probability of outliving a spouse—managing your wealth means avoiding preconceived assumptions while gaining a full understanding of who you are as investor and what you’re trying to achieve for your career, your family and your legacy. Merrill Lynch’s Private Banking and Investment Group works with a select group of wealthy individuals and families to help them pursue the goals that matter most to them. We look to get to know our clients on a personal level so we can offer private, boutique-like services and the resources of a global firm to create strategies specifically for their life and needs.
Addressing Client Priorities
Client financial values are of upmost importance to our approach. We actively delineate and define a client’s financial values addressing the following topics: