“Private Wealth Services” is the marketing name for a group of services provided through Merrill Private Wealth Management. The group comprises the Merrill Center for Family Wealth™, the Strategic Wealth Advisory Group and Merrill Family Office Services.
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.