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Transier & Green

Private Wealth Advisors

CRESCENT COURT

300 CRESCENT COURT, SUITE 1300

DALLAS, TX 75201

214.303.5867

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About us

Transier and Green

We provide financial services and strategies for ultra high net worth individuals, families and foundations. We serve twenty five clients who have entrusted us with approximately $600 million of assets as of July 31st, 2016. Clients include entrepreneurs, public company executives and owners of private corporations. Since 1998 we have focused on providing attentive personalized service to a select group of clients tailoring our approach to reflect their distinctive priorities. We are proud of our record of service helping clients advance their goals, streamline their financial lives and manage wealth in effective meaningful ways. Our talents and skills are enhanced by the global network of professionals within the Private Banking & Investment Group at Merrill Lynch (PBIG).

We believe we offer the best of both worlds to clients: the extraordinary global resources and capabilities of Merrill Lynch and Bank of America yet the intimacy and exceptional service of our closely knit team within PBIG. We purposely limit our client base in order to deliver the immediate attention that clients expect and deserve.

Our Approach

We appreciate that every client is unique. Our approach involves tailoring financial strategies to address the goals and objectives of each client. We recognize the value of being nimble in order to adjust to the changes that life inevitably deals each family over time. We believe that the optimal relationship between advisor and client is not exclusively rooted in the financial metrics of investments, but rather is blended with an understanding of what matters most to clients on a personal level. Our role is to work with clients to craft a customized strategy to address their unique set of concerns and goals.

We focus on how to support lifestyle goals effectively by managing risk through customized financial strategies. We are experienced in the following areas:

  • Implementing Investment Policy Statements
  • Determining an appropriate asset allocation: an important early step in the investment process
  • Investment management: traditional and alternative investment selection
  • Liquidity and cash management
  • Personal banking needs
  • Tailored lending and liability management
  • Hedging and monetization of concentrated equity and stock option positions
  • Wealth preservation and transfer strategies
  • Pre-transaction planning: outright sale, recap or IPO
  • Philanthropy: integrated charitable plans and family foundations
  • Client education: financial boot camps, tailored programs and individual access to specialists
  • What Differentiates Us

    Our team distinguishes itself in the following ways:

  • Linking the investment process with the client’s vision and purpose by focusing on a family’s values and aspirations as well as its assets
  • Providing a single point of contact for a broad range of wealth management services
  • Using a consultative approach that educates the client throughout the investment process
  • Offering a personal, flexible and customized approach - one size does not fit all
  • Coordinating with the client’s other advisors (i.e. CPA, estate planning attorney) to ensure that everyone is on the same page in serving the family effectively
  • Multi Generational Focus

    We understand that affluent families have unique needs, concerns and goals. We connect families with highly respected professionals who promote constructive communication across generations. Discussions center on a family’s collective vision, goals and legacy for their wealth. Studies have shown that periodic and consistent family meetings combined with other best practices can have a very positive impact on sustaining family wealth across multiple generations.

    References available upon request

    Asset Allocation does not ensure a profit or protect against loss in declining markets.

    Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.

    Meet the team

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    Meet the team

    Melissa Transier, CFA®

    Managing Director

    Private Wealth Advisor

    214.303.5867

    214.303.5867

    melissa.transier@ml.com

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    Chris Green

    Senior Vice President

    Private Wealth Advisor

    214.303.5866

    214.303.5866

    chris.green@ml.com

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