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The Behman Smith Group

Private Wealth Advisors


BOSTON, MA 02110


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About us

The Behman Smith Group

The Behman Smith Group is a nationally recognized wealth management team located in Boston. We work with a select number of ultra-high-net-worth clients who have sophisticated wealth management needs. As members of the Private Banking and Investment Group at Merrill Lynch, we address the intersection of multiple client priorities: personal, professional and philanthropic.

An Accomplished Clientele

We advise a number of senior executives at large public corporations, private equity partners, hedge fund principals, their family members and charitable foundations. We recognize the intricacies of each client’s situation and are skilled in addressing the regulatory requirements that accompany various sources of wealth. Our team is particularly adept in helping Section 16 officers and venture capital partners distill the nuances of non-qualified, performance, ISO and restricted stock strategies; 1202 stock issues; selling plans; and carried interest.

A Highly Tailored Experience

We pride ourselves on knowing clients and their family members very well. We begin by conducting detailed discussions to learn about the personalities and priorities that infuse their wealth management perspective. Clients relate what they want to accomplish with their wealth, along with their concerns and needs. By engaging in thoughtful, deliberate analysis of their goals, we are better prepared to devise strategy and tactics that align with each client’s profile.

We customize our offerings to each client, addressing the needs of the current generation with an eye to the needs of the next generation. Through wealth transfer strategies, educational seminars, and next-generation outreach, we help clients manage and structure their wealth so that it encompasses the family priorities that are most important to them.

An Integrated Approach to Life and Wealth

We are a single point of contact for a suite of strategies and services:

  • Investment management
  • Concentrated and restricted stock management
  • Wealth transfer strategies
  • Tax minimization strategies
  • Structured Lending
  • Next-generation education and stewardship
  • Philanthropic strategies
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