Tap into the specialized consulting and services that can help you and your family gain greater control over your wealth, from customized expense reporting to tax return preparation to consolidated portfolio reporting.
Families with substantial private wealth often need access to highly sophisticated solutions and broad resources to effectively manage the shifting complexities of their wealth.
Our highly credentialed Family Office Services professionals bring valuable scale and flexibility to the challenge of simplifying and managing your family’s boundless and complex financial life and affairs. Working closely with your Private Wealth Advisor, they can provide thoughtful guidance and custom-tailored solutions that give you greater ‘big picture’ clarity into your wealth.
Our approach
Merrill’s Family Office Services is dedicated to extending the reach and legacy of some of the nation’s most affluent families by listening intently, advising intelligently and executing skillfully, while offering families greater levels of control and confidentiality.
We recognize that while there are common elements to creating and enduring family enterprise, each family is unique in its interests, priorities and approach. You and your Private Wealth Advisor can work together to identify how you want to engage our extended team to deliver solutions tailored to your family’s needs.
Household Accounting Services
- Bill Pay
- Expense Management
- Household Payroll Administration
Tax Services
- Tax Planning
- Tax Compliance (personal, trust, gift and/or foundation)
- Tax Administration
Custom Financial Reporting
- Consolidated Portfolio
- Financial Statement
- Personal Cash Flow
Consulting & Administration
- Asset Acquisition/Disposition
- Risk Management Review
- General Administration & Coordination
Connect with a Merrill Private Wealth Advisor.
Frequently asked questions
Merrill Family Office Services are offered through MLPF&S. In connection with its Family Office Services, Merrill is not acting in the capacity as a broker-dealer, nor as a registered investment adviser. Accordingly, through its Family Office Services, Merrill 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 Family Office Services encompass financial planning, discretionary account management, or any other securities-related accounts, products or services.
Merrill 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 Private Wealth Advisor with questions regarding Merrill’s brokerage or investment advisory offerings.
Family Office Services can provide tax advice; however, Merrill, its affiliates and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.