Strategic Wealth Advisory Group

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The Strategic Wealth Advisory Group is a national team of Private Wealth Strategists serving individuals and families of substantial wealth, providing advanced wealth planning and advisory services to help align financial, estate, and legacy goals.

Our Private Wealth Strategists all have advanced degrees – in law, taxation or international business – and all draw upon a wealth of experience in estate planning, asset protection and philanthropic planning.

 

Our Private Wealth Strategists are available to work closely with you and your Merrill Private Wealth Advisor to analyze and evaluate your unique situation to help minimize transfer taxes and manage financial risk and privacy concerns, as well as develop a customized strategy to address questions, such as:

  • How can I pass on assets while minimizing transfer taxes to preserve more for future generations?
  • What guidelines should I establish regarding the distribution and use of my assets by family members?
  • How can I protect my family's assets from creditors, irresponsible beneficiaries and the effects of divorce?
  • What are other families in similar situations doing regarding wealth transfer and estate planning?
  • How can I be more efficient in my charitable giving?

Wealth Planning

Whether simple or complex, wealth transfer raises issues that need to be considered and addressed. Merrill’s Private Wealth Strategists can work with you and your tax and legal professionals to analyze and evaluate your unique situation and develop strategies that help minimize taxes, manage risk, and preserve wealth for future generations including:

  • Estate and gift tax planning
  • Trust structuring and generational wealth transfer
  • Risk management 
  • Asset protection planning

Business Ownership and Succession Planning

From taking your business public, to selling your business, to succession planning, we can help you align your business and personal financial goals and implement a cohesive strategy to pursue the long-term vision you have for your wealth. Private Wealth Strategists provide advice and guidance concerning: 

  • Family business transition and governance planning
  • Exit and liquidity event planning

Philanthropic Planning

Philanthropy can help families define and pursue shared goals, bridge generations, and create a lasting family legacy. We work with you to develop a customized strategy that aligns your charitable giving with your financial priorities and values. Private Wealth Strategists can provide advice and guidance concerning: 

  • Donor-advised funds and private foundation structuring
  • Charitable trust structures
  • Impact and legacy giving strategies
  • Tax-efficient charitable giving strategies

Members of the Strategic Wealth Advisory Group do not provide tax or legal advice.

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Investment, insurance and annuity products:

Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose Value
Are Not DepositsAre Not Insured by Any Federal Government AgencyAre Not a Condition to Any Banking Service or Activity

Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

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.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. Additional information is available in our Client Relationship Summary.

This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services are offered by the Private Wealth Advisors through MLPF&S. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill’s obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.

The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

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