Transform your aspirations into reality
As a Merrill Private Wealth Management client, you have access to a full range of solutions designed to address the challenges and opportunities significant wealth can bring.
What would you like the power to do?®
Specialized services
Our specialized services and expertise allow you and your Private Wealth Advisor to navigate your unique situation.
Private Wealth Services
Craft a strategy that sustains and grows your wealth, achieves the varied goals of your family and preserves a common vision.
Family Office Services
Gain greater control of your wealth through services like customized expense reporting, tax return preparation and consolidated portfolio reporting.
Merrill Center for Family Wealth®
Tap into our diverse knowledge and experience to define your intentions, build skills across generations and establish family governance practices.
Strategic Wealth Advisory Group
Develop wealth transfer and philanthropic strategies that minimize taxes, manage risk and preserve assets for future generations
Executive services
Maximize the value of your equity compensation, satisfy legal and reporting requirements, and simplify the process of managing your concentrated position.
Art services
Ensure your art collection is part of your legacy by developing a plan that carefully balances taxes, wealth transfer and philanthropic goals.
Sports and entertainment professional services
Make the most of your success with help from advisors who understand the challenges of sudden wealth and unknown career spans.
Investments
Access a wide array of investment solutions, as well as industry-leading research and exclusive opportunities and services.
Merrill Lynch Investment Advisory Program
Get a personalized approach to investing tailored to your goals and values, such as professionally managed portfolios and access to tax-managed strategies.
Model portfolios
Access portfolios professionally managed by our Chief Investment Office and some of the industry’s leading investment managers.
Premium Access Strategies
Invest in strategies with enhanced customization and professional investment management.
Alternative investments
Diversify your portfolio to include investments with the potential to preserve capital, enhance risk-adjusted returns and hedge against inflation.
Specialty asset management
Integrate nonfinancial assets — such as commercial real estate, timberland, farmland, oil and gas, and private business — into your broader investment strategy.
Sustainable and impact investing
Invest in the momentum of a changing world with investments that incorporate sustainability analysis alongside traditional financial analysis.
Wealth planning
Your Private Wealth Advisor will help you develop a plan that ensures your values and vision of the future are passed on.
Trusts and wealth transfer planning
Optimize personal and charitable trusts to help preserve assets, minimize taxes, control how your wealth is distributed, and address family dynamics.
Philanthropy for individuals and families
Share your financial success with the causes that matter most to you through a plan that passes along your values and creates lasting results.
Donor-advised fund
Pursue your philanthropic goals through the Bank of America Charitable Gift Fund, which organizes and streamlines your charitable giving in a tax-efficient way.
Fiduciary trust solutions
Let our fiduciary advisors lighten the load of your trustee by assuming fiduciary, management and administrative responsibility.
Insurance
Use life insurance strategically to leave a legacy to your family, continue the business you’ve built or make a significant philanthropic impact.
Lending
Your Private Wealth Advisor can introduce you to a range of loan offerings to help you accomplish your objectives in a timely and cost-effective manner.
Custom lending
Use specialized assets — such as yachts, commercial real estate and recreational real estate — as collateral to obtain liquidity to meet your goals.
Lines of credit
Access flexible borrowing options, including lending against the available equity in your home or eligible securities in your Merrill investment accounts.
Mortgages
Meet your real estate financing needs, whether for your home, an investment or to help a family member, with a variety of options from Bank of America.
Art services
Borrow against your collection and use the proceeds for any purpose, including buying stocks and bonds, funding a new business, or purchasing a plane or yacht.
Banking
Manage your cash flow with checking, savings and credit card accounts that feature convenient digital tools and rewards built on the ways you work with us.
Credit cards
Choose from cards with travel rewards, cash back options, and a suite of services and experiences curated to complement your lifestyle.
Mobile and online investing and banking
Monitor and manage your Merrill and Bank of America accounts in one place. Seamlessly move money between investment and bank accounts.
Preferred Rewards®
Enjoy curated offers from luxury brands for travel, style, wine, sports, personal services, autos and more, as well as fee waivers and loan discounts.
Business services
Designed for business owners, our services include access to working capital and help with business continuation, wealth transfer and succession planning.
Strategic Wealth Advisory Group
Work with our specialists on tax management strategies for taking your business public, setting up a succession plan or selling your business.
Endowment and foundation solutions
Get ongoing guidance on industry-wide best practices in mission advancement, leadership development and fiduciary review and support.
Specialty asset management
Tap our expertise managing timber, farm and ranch land, oil, gas and mineral interests, real estate, and private businesses.
