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Financial education

Wealth structuring

Preserve your wealth and family values for your children, grandchildren and future generations. Our programs and resources can help you and your family navigate the opportunities and challenges of wealth.

Our Approach

Sustaining wealth over generations is not likely to succeed if left to chance. Rather, it requires dedicated effort and a thoughtful, tailored approach designed to give family members the insights, skills and confidence to help them succeed. 

Through the whitepapers and various client programs and tools developed by the Merrill Center for Family WealthTM, we strive to empower ultra-high-net-worth (UHNW) families to define the purpose of their wealth and to be intentional about wealth’s impact on themselves, their families and their communities.


Educational tools

Assisting parents who are interested in learning how to start conversations with their children around wealth and financial literacy. We have tools available for you to help your children learn basic financial planning skills.

Educational programs

Providing clients access to 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. Our dynamic Financial Boot Camps are developed with leading institutions, such as the University of Pennsylvania Wharton School, the UCLA Anderson School of Management, the Kellogg School of Management at Northwestern University and Georgetown University McDonough School of Business.

A private wealth advisor can help you learn more.

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