As your business grows, your executives, key employees and their families are faced with more complex financial needs. Together with a Merrill Lynch financial advisor, Merrill Lynch wealth management specialist or U.S. Trust private wealth advisor, your employees can build a customized wealth management strategy to help them pursue their financial goals. U.S Trust and Merrill Lynch deliver access to the strength and breadth of one of the world's largest financial services organizations with a wide range of investments to develop detailed, targeted and comprehensive investment strategies reflective of the life, wealth and legacy of each client. Your employees can access a full suite of investment management, wealth structuring, credit and banking, family office, concentrated stock management, tax management, estate and trust planning services, legacy and philanthropy solutions to help preserve and manage wealth.
Work with an experienced Merrill Lynch Financial Advisor to make decisions that help you pursue your unique financial goals of growing and preserving everything you've worked to accumulate, and to provide a legacy for the next generation.
U.S. Trust is for individuals and their families who are seeking sophisticated planning and solutions to manage their substantial wealth - now and for future generations. Through evolving markets, changing legal environments and the growing complexity of the financial world, we help our clients manage wealth by providing disciplined financial strategies and a bridge between generations.
Together with your private client advisor, your team may include a portfolio manager, trust officer and other specialists to suit your situation, such as a highly credentialed wealth strategist. Your team's advisory knowledge and experience is complemented by some of the industry's most sophisticated and comprehensive implementation and administration capabilities, spanning and integrating three broad disciplines: wealth structuring, investment management, and credit and banking.
Private Banking and Investment Group
Created for distinguished needs associated with substantial wealth, Merrill Lynch's Private Banking and Investment Group combines the tools and capabilities of a global firm with the sensibilities and one-on-one relationships usually found only in smaller boutique organizations. This allows our Private Wealth Advisors to provide you, your family and businesses with meticulously researched wealth management strategies and highly tailored, goal-oriented solutions.
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated("MLPF&S") and other subsidiaries of Bank of America Corporation ("BAC").
The Private Banking and Investment Group is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by Group's Private Wealth Advisors through MLPF&S. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill Lynch's obligations will differ among these services. Investments involve risk, including the possible loss of principle investment. The banking, credit and trust services sold by the Group's Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., member FDIC, and other affiliated banks.
U.S. Trust, Bank of America Private Wealth Management operates through Bank of America, N.A., and other subsidiaries of BAC.
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
MLPF&S is a registered broker-dealer, a registered investment adviser, member SIPC and a wholly owned subsidiary of BAC.