Located in Nashville, we are a wealth management team dedicated to serving ultra-high-net-worth clients. We place a strong emphasis on customized strategies, recognizing the distinctive needs, goals, and timelines of each client. Our approach has dual strength in investment management and estate-planning strategies – two areas spearheaded by the leaders of our team, Eric Klindt and Christy Cole. As a Private Banking and Investment Group team, we offer an unusual combination: the intimacy and attentiveness of a boutique, backed by the strength and resources of a leading global financial services firm. Our five-person team prides itself on customization, sophistication, coordination, and client care.
Creating Customized Strategies for Clients
Affluent clients have different needs. Our long-term experience in working with this client base has repeatedly affirmed the need for customized strategies. We limit our focus to a small number of clients, enabling us to develop a detailed understanding of their wealth management concerns and priorities: their lifestyle needs, special family situations, long-term goals, risk thresholds, inter-generational dynamics, and legacy aspirations. This in-depth knowledge allows us to create nuanced strategies and refined tactics that reflect the individual wealth management needs of each client.
Addressing Sophisticated Needs
We are privileged to work with highly successful individuals, families, and institutions. We advise senior executives, many of whom are in the healthcare and music industries. These clients look to us to simplify the increasing complexity of their financial lives, through executive services such as concentrated or restricted stock management. We also advise a number of entrepreneurs and private business owners during critical periods of their financial lives, such as liquidity events or sale of businesses. We advise a number of multi-generational families, catering to the distinctive needs of their family members at different life states. In addition to individual clients, we serve a number of institutions, endowments, and foundations. We are attuned to the special requirements, regulatory oversight, and particular economic challenges of these entities. We are committed to advancing their financial knowledge to promote their long-term sustainability and the fulfillment of their underlying missions.
Coordinating a Cohesive Approach
To be effective, a wealth management strategy has to be streamlined and coordinated. We view a client’s external tax and legal advisors as integral members of the client’s “board of directors.” We work to enhance communication and coordination across these advisors so that together, we pursue a deliberate, holistic approach. In this way, we believe that the efficacy of the entire team is magnified in our pursuit of client interests.
Offering a Range of Services
Our team focuses on the issues that are most pertinent to affluent individuals, families, and institutions:
Trust/Wealth Transfer Strategies
Tax Minimization Strategies*
Credit and Liquidity Services from Bank of America, N.A.
*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.