The Locniskar Group
The Locniskar Group is one of the original teams selected to be part of Merrill Lynch’s Private Banking & Investment Group. Affluent clients rely on us to help them address a wide range of financial situations, challenges, and opportunities worldwide. We believe our capabilities are firmly based on the training, talent, and deep experience of our team.
The Locniskar Group helps families with significant wealth use their assets to maintain a desired lifestyle, pursue quality opportunities and design a financial platform to maximize and extend the legacy they have created for their generations to come.
Our team has become one of the most experienced and referred wealth advisory groups in Michigan and the Midwest. Business owners, corporate executives, philanthropists, wealth retirees, foundations, and endowments seek us for our guidance on their most complex financial management and investing challenges.
We are committed to offering you a highly sophisticated, boutique level of service, backed by the global investing resources of Merrill Lynch and the banking strengths of Bank of America. To maintain an uncompromising commitment and responsiveness, our team only works with a select handful of affluent clients and their families. The strategies and recommendations we develop are customized, tailored for you and no one else.
Our service to you is built on solid, trusted relationships. We’re integrally involved in clients’ financial lives, hearing their needs and acting to exceed their expectations. Our service philosophy is simple: Build relationships and help clients skillfully pursue their goals.
PRINCIPAL FINANCIAL ADVISOR
We want clients to feel comfortable and confident that they can share with us the essential information we need to work effectively on their behalf. The Locniskar Group intends to be the first Financial Advisor you call to discuss business procedure, mergers and sales, impending family changes, retirement or health concerns regarding yourself or loved ones.
An Array of Services Designed to Help You Manage The Financial Life of Your Family
We strive to offer insight that goes beyond ordinary. The clients we work with tend to be accomplished and dynamic, coming to us with ambitions, ideas, and financial management needs that are atypical. We offer forward-thinking insight, concepts, and tactics designed to help establish the platform and framework for what comes next.
Our team, in conjunction with specialists from Merrill Lynch and Bank of America, can help you manage your finances with greater efficiency. We can offer experienced, professional guidance and advice on:
- Goals-based wealth management
- Asset allocation and hedging strategies
- Liquidity and cash flow management
- Charitable giving strategies management
- Concentrated and restricted stock management
- Tax-minimization strategies
- Estate and trust strategies
- Preparing heirs for inheritance
- Managing inherited assets
- Liability management – credit, lending, and home loans
Also, we clearly map out – asset-by-asset – your present financial outlook, and we develop an approach for preserving and maintaining your assets. From day-to-day cash management to investments to credit and lending, you’ll know exactly where your money is, what it could do, and how to keep more of it working for you and your family.