Customized investment strategies powered by global resources
As part of a global investment firm, Private Executive Services can offer both team-specific experience and knowledge as well as the collective knowledge of Merrill Lynch specialists for almost any financial need.
- Enjoy focused attention and rigorous investment manager due diligence from our team’s internal Investment Strategy Team
- Build highly liquid, customized portfolios using third-party money managers and passive investment strategies
- Create customized fixed Income portfolios
- Advise on concentrated stock dispositions
- Provide customized financial modeling
- Offer access to Global Institutional Consulting services
Estate Planning Services, Trusts and Life Insurance
Working in collaboration with U.S. Trust, Private Executive Services consults with clients and their legal advisors to see that the clients’ planning objectives complement their desired goals and vision for building a family legacy.
Through our team, each client has access to the Foundations and Strategic Philanthropy Group, which is dedicated to helping individuals and foundations achieve their vision through charitable giving.
Banking and Lending
Through Bank of America, Private Executive Services can provide access for clients to a full range of banking and customized lending solutions.
Executive Tax Services
In conjunction with internal executive tax services and your outside advisors, we will bring you customized tax minimization and management strategies to address your specific situation.
Quarterly meetings/account reviews
Detailed "bullet" letters summarizing the content of each meeting
Reporting on financial assets
Coordination with outside advisors
Left to right: Raymond Voorman, Private Wealth Analyst–Business Management; Rachel Roberts, Vice President, Private Wealth Relationship Manager; Christopher Allora, Senior Vice President–Wealth Management, Private Wealth Advisor; Patrick Bowen, Assistant Vice President, Private Wealth Analyst-Investments
"We believe that access to the depth and breadth of resources at Merrill Lynch allows us to provide unparalleled investment services to clients."
Jeffrey M. Bryan
Managing Director–Wealth Management
Private Wealth Advisor