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The O'Hare Group

Private Wealth Advisors

3507 KYOTO GARDENS DRIVE

PALM BEACH GARDENS, FL 33410

800.216.1568

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About us

Our Mission

As private wealth advisors, we seek to grow, safeguard and preserve client wealth, recognizing what matters most to clients: their families, businesses, lifestyles, and legacies. We work closely with clients to assess their risk tolerance, and understand their short and long-term financial goals. We then develop highly personalized investment strategies for each client that pursue diversification, asset balance, and prudent risk management.

Our History at Merrill Lynch

Greg O’Hare, our group’s director, has been with Merrill Lynch since 1989 – his entire financial services career. As a result, Greg has detailed knowledge of the firm’s capabilities, its global resources, and its wide range of offerings. Greg’s longevity has enhanced his effectiveness in harnessing the full complement of services and specialized knowledge at Merrill Lynch. As a result, our group offers clients the detailed service and attentiveness of a boutique, combined with the enhanced financial offerings and dynamic global abilities of Merrill Lynch.

A Boutique like Experience from a Global Institution

We are a leading private wealth management team that focuses on addressing the unique needs of a select group of highly affluent families. Located in Palm Beach Gardens, Florida, we serve clients throughout the United States. We deliberately limit the number of client engagements to promote a highly attentive, customized, and focused client experience. We currently work with approximately 60 families, priding ourselves on serving multiple generations. Clients come to us because of our knowledge of the nuanced and detailed requirements of significant wealth; they stay with us because of our unerring focus on their satisfaction and trust.

Our Responsiveness to Clients

Many clients come to us as a result of significant events in their lives, such as selling a business, retiring, or exercising stock options. These events create new financial opportunities as well as challenges. At such critical times, we provide clients with knowledgeable guidance and highly personalized strategies. We inherently recognize that each client's experience is distinctive. We make ourselves widely available to clients to impart financial knowledge and ease any encumbrances. Our client experience is a very warm, intimate, and immediate one. With a collective 70 years of experience exclusively at Merrill Lynch, The O'Hare Group has detailed knowledge of the firm's capabilities, its global resources, and its wide range of offerings. Our group's longevity has enhanced our effectiveness in harnessing the full complement of services and specialized knowledge at Merrill Lynch. As a result, we offer clients the detailed service and attentiveness of a boutique combined with the enhanced financial offerings and dynamic global abilities of Merrill Lynch. We provide a range of financial services and strategies to address the complex requirements of significant wealth. Complementing traditional asset management services, our group provides liability management, trust and estate planning, tax minimization, and philanthropic services.

Our Offerings

We provide a range of financial services and strategies to address the complex requirements of significant wealth. In particular, we have extensive experience in the following areas:Tax minimization, Asset management, Trust & Estate planning services, Concentrated/restricted stock management, Strategic investments, Competitive lending services, Philanthropic strategies. 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 professional advisors.

Meet the team

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Gregory J. O'Hare

Managing Director

Private Wealth Advisor

561.775.8148

561.775.8148

gregory_ohare@ml.com

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Leif O. Ingebretsen

Assistant Vice President

Sr Investment Associate

561.775.8144

561.775.8144

leif_ingebretsen@ml.com

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Monica M. Maher

Private Wealth Analyst Business Management

561.775.8146

561.775.8146

monica.maher@ml.com

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Meet the team

Gregory J. O'Hare

Managing Director

Private Wealth Advisor

561.775.8148

561.775.8148

gregory_ohare@ml.com

Add to address book

Read Bio

Leif O. Ingebretsen

Assistant Vice President

Sr Investment Associate

561.775.8144

561.775.8144

leif_ingebretsen@ml.com

Read Bio

Monica M. Maher

Private Wealth Analyst Business Management

561.775.8146

561.775.8146

monica.maher@ml.com

Add to address book

Read Bio