Global and customized investment strategies created from a broad spectrum of traditional and alternative investments, and supported by renowned research capabilities... Learn More
Robust cash-management solutions, plus a highly tailored suite of credit facilities to meet a wide assortment of capital needs, from business expansion and real estate to buying private jets and fine art... Learn More
Tax-sensitive strategies for minimizing the risk of holding a large position of a single stock... Learn More
Tax-efficient investments, credit, lending, life insurance and executive tax planning, developed in conjunction with external tax advisors... Learn More
Integrated trust and estate planning services developed in close coordination with the client's trust attorneys, plus the complete range of wealth-transfer strategies... Learn More
Implementing, governing and monitoring charitable endeavors, while incorporating philanthropic planning in your wealth strategy and using the full range of vehicles to maximize impact... Learn More
Providing an integrated, comprehensive approach to simplifying the management of complex financial affairs, from household accounting services to wealth-transfer consulting... Learn More
Diversification, asset allocation and rebalancing do not assure a profit or protect against loss. Rebalancing may trigger a tax event.
Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Neither Merrill Lynch nor its financial advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.