Clients of Influence
We focus on a small number of clients who are best served by our intensive, in-depth approach. Clients include Fortune 500 CEOs and Forbes 400 Families as well as entrepreneurs, business owners, sports & entertainment principals and other families with complex wealth management needs.
Analytical Rigor and Technical Depth
Our team is capable, knowledgeable and highly skilled. We drive value by applying sophisticated strategies that seek to optimize investment, credit, balance sheet and tax considerations relative to client goals. Our team leaders Michael Walsh and David Amar have the hands on experience and senior management background for which there is no substitute.
Network of Relationships
Substantial wealth is different. We help families navigate the complexities of wealth by pinpointing a targeted network of contacts both within the Firm and beyond. We help clients glean the best practices of their peers so that they can benefit from the insights of similarly accomplished individuals.
Our team has worked together since the 1990s resulting in streamlined operations. Our internal harmony enables us to focus fully on the clients we serve. We have purposefully built our team as a gateway for unique and distinctive client needs: in-depth advice, relentless client service, coordinated strategy across multiple disciplines and a warm personalized client ethos.
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.