Our Family Office Services Group, a division of Merrill Lynch Trust Company, FSB, can provide your family with sophisticated expertise in serving the special financial and lifestyle needs of uniquely successful families. Our specialists employ a disciplined approach designed to preserve, enhance and transfer wealth across multiple generations of your family—all in the context of your family's values and objectives. Based on your needs, we offer a range of Family Office solutions, including:
Private financial strategies and management
Administrative services
Lifestyle services
Next-generation educational programs
Family meetings
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To learn more about our Family Office services, contact a specialist at pbig_familyoffice@ml.com.