PROFESSIONAL PROFILE
THE INTIMACY OF A BOUTIQUE FIRM. THE RESOURCES OF A GLOBAL INSTITUTION. The select clients of the Private Banking and Investment Group at Merrill Lynch benefit from our unique perspective on managing substantial wealth, built on decades of experience. Today, our firm serve the needs of nearly one-third of Forbes 400 families and over one-quarter of Fortune 500 CEOs. We believe that wealth exists on both an intimate scale and a vast scale. It exists in details as personal as preparing your children to cope with the responsibilities of their inheritance—and in strategies as complex as helping to manage nearly a billion dollars in profits from the sale of your company. Most importantly, we believe in taking the time to understand the personal and financial aspects of your life on every level in order to help you manage your wealth to its fullest potential—for the benefit of your family and future generations.