Private Banking and Investment Group at Merrill Lynch

The Private Banking and Investment Group within Merrill Lynch Global Wealth Management, provides tailored solutions to ultra high net worth clients, offering both the intimacy of a boutique and the resources of a premier global financial services company.

Together with highly-qualified specialists in areas such as trusts and estates, concentrated stock, financing, tax strategies, philanthropy, Merrill Lynch Private Wealth Advisors provide unmatched personal service to customize the breadth and depth of Merrill Lynch to help ultra-affluent individuals and families navigate their wealth management. Today, we serve the needs of nearly one-third of Forbes 400 families1 and over one-quarter of Fortune 500 CEOs.2

With approximately 16,000 financial advisors and more than $1.1 trillion in client assets, Merrill Lynch Global Wealth Management is among the largest businesses of its kind in the world. Merrill Lynch Global Wealth Management is part of Bank of America Corporation.


1 Forbes, September 2007
2 Fortune, April 2007