Let us help prepare you and your family to navigate the challenges and opportunities of wealth and sustain your wealth and values across generations.
Sustaining multi-generational wealth takes dedicated effort and a thoughtful, tailored approach. The Merrill Center for Family Wealth works exclusively with our clients of significant wealth to help prepare families and future generations with the insights, skills and confidence to navigate wealth’s impact on themselves, their families and their communities.
Our approach
The Center applies insights from research and our experience working with a multitude of families to help clients address top family wealth dynamics and governance questions and concerns. Our work is anchored in customized education, guidance and facilitation for individuals, families and peer groups.
Educational Programs
Educating and empowering rising generation family members is a top priority for many families. We offer qualifying clients access to subject matter experts on a range of topics concerning sustaining family wealth and values and sharing insights on how other families approach similar challenges. Our dynamic Financial Boot Camps are developed with leading institutions, such as the University of Pennsylvania Wharton School, the UCLA Anderson School of Management and Georgetown University McDonough School of Business.
Family governance tools and guidance
Significant wealth brings substantial opportunity and complexity. We provide tailored thought leadership, resources and insights to help you navigate key family wealth dynamics and governance topics of interest. For qualifying families, our team is available to help provide guidance and facilitation for values-based discussions and family meetings.
Topics include:
- Defining core values and operating principles
- Communicating about wealth with family members
- Fostering skill-building in the rising generation
- Creating guidelines for shared decision-making
Connect with a Merrill Private Wealth Advisor.
Frequently asked questions
The Merrill Center for Family Wealth™ is a dedicated team that offers customized education, guidance, facilitation and development for individuals and families who are also Merrill Private Wealth Management clients. The Center’s educational content and facilitated dialogues help wealthy families gain insights, skills and confidence to navigate the challenges and opportunities of wealth. Our dedicated professionals empower wealthy families to define the purpose of their wealth and to be intentional about its impact on individual family members and the greater community, as well as establish processes to sustain wealth across generations.
Although it’s clear that wealth brings tremendous opportunities, it can also bring numerous challenges, including significant responsibility and the potential for unintended consequences. Articulating core values and operating principles to help drive decision-making is an important foundation to help families be intentional about their wealth and its impact.
Financial education is a process. We offer a range of family education resources that can help you get started. These solutions may include educational tools that can help you start conversations with children and grandchildren around wealth and financial literacy. Self-guided educational tools that can teach basic financial planning skills. And facilitated educational programs, hosted by subject matter experts, on a range of topics concerning the growth and preservation of wealth, and sharing insights on how other families handled similar challenges.
Related insights
For additional insights, see: Merrill Center for Family Wealth Insights & Resources