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To manage the complexities of substantial private wealth, you need highly sophisticated solutions and broad resources at the institutional level. Our Family Office Services team provides you with the scale and flexibility to manage your wealth, while you also benefit from an intensely focused advisory relationship.
Our relationship with families is about more than managing wealth. It is about managing a lifestyle and helping to build a lasting legacy. Our primary goal is to help our clients by offering relevant and innovative services to simplify the management of complex financial affairs. We provide solutions that are aligned with your specific family values and objectives, and focus on integrating wealth management strategies and education to help preserve and enhance the generational transfer of wealth.
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Merrill Lynch Family Office Services are offered through Merrill Lynch, Pierce, Fenner & Smith Incorporated (“Merrill Lynch”). In connection with its Family Office Services, Merrill Lynch is not acting in the capacity as a broker-dealer, nor as a registered investment adviser. Accordingly, through its Family Office Services, Merrill Lynch is not offering, and its clients are not paying for, advice with respect to securities, the purchase or sale of securities, or the valuation thereof, nor do Merrill Lynch's Family Office Services encompass financial planning, discretionary account management, or any other securities-related accounts, products or services. Merrill Lynch offers a broad array of brokerage and investment advisory accounts, products and services through other parts of its business outside of Family Office Services, which are subject to separate agreements, disclosures, and fee arrangements, and may be procured by applying or enrolling and contracting through those other business channels. Please contact your Financial Advisor or Private Wealth Advisor with questions regarding Merrill Lynch's brokerage or investment advisory offerings.