Dedicated Private Wealth Services¹

• Center for Family Wealth^TM: 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.

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

Wealth structuring

• Philanthropic strategies⁵
Financial education & thought leadership^4,5
Family office services⁴
Trust & estate⁵ and insurance strategies⁶

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 which offers seamless everyday access to all your Merrill investment and Bank of America Bank banking accounts.

¹ Private Wealth Services is the marketing term for the services provided through Merrill Private Wealth Management. Services include Merrill Center for Family Wealth, the Strategic Wealth Advisor Group and Family Office Services.
 

² Philanthropic solutions are managed by Bank of America Private Bank.
 

³ Family Office Services are offered through Merrill. 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. 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.
 

⁴ Capability offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
 

⁵ Capability offered by Bank of America, N.A., and its bank affiliates.
 

⁶ Capability offered through Merrill Lynch Life Agency Inc. (“MLLA”), a licensed insurance agency and wholly owned subsidiary of BofA Corp.
 

⁷ Securities-based lending: Margin lending is offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated; the Loan Management Account® is offered by Bank of America, N.A., and its bank affiliates.