Access to extensive resources

Dedicated Private Wealth Services1

Center for Family Wealth™: Define the purpose of your wealth, educate family members, align financial management and engage in strategic philanthropy.

Strategic Wealth Advisory Group2: Consider wealth transfer options and align wealth transfer and legacy strategies.

Family Office Services3: Easily manage your financial affairs and provide household accounting services, financial reporting and tax services.

Subject matter specialists

Relationship partners provide additional support to your advisor team so they can better address your needs.

Flat structure allows access to managers and key decision makers to expedite services.

A Private Wealth Advisor can help you learn more

With Merrill Private Wealth Management, you can take advantage of all Bank of America has to offer

A range of capabilities to help you achieve your goals

You’ll also have access to the industry’s leading technology – including the Merrill Private Wealth Report with a consolidated view of overall asset allocation and performance across all of your investments and providers. Plus, MyMerrill offers seamless everyday access to all your Merrill investment and Bank of America bank accounts.