The sophisticated strategies and advice we provide are based on years of experience. More than one-quarter of the Forbes 400 families and more than one-third of the Fortune 500 CEOs are Merrill Lynch clients1. The Private Banking and Investment Group serves many of these clients in addition to wealth creators, such as business founders, entrepreneurs, artists, athletes, inventors and other successful individuals.
Clients who create wealth have definite ideas about what they want to accomplish and whom they want to partner with — not just be advised by. We intentionally limit the number of clients we advise to those who share an understanding of wealth’s demands. In fact, we value our clients’ opinions so much that we’ve established an advisory board to our executive management team through which clients actually help shape our business by sharing their insights and expectations on the issues that are most important to them.
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We are not newcomers to the challenges individuals with substantial wealth face. Therefore, we are able to devote substantial time and energy to drill down, evaluate and tailor individual solutions for you. In the process, we hope to be responsive to your personal goals and focus on those services that contribute to simplifying your financial life on a daily basis.
1 As of July 16, 2009. |