Solutions for what matters most
Uncovering opportunities. Meeting challenges. Taking that next step forward. Whatever your goals, Merrill and Bank of America offer a wide range of solutions to help you get there. Understand your choices.
Plan the impact of my wealth
We’ll help you navigate the complexities and opportunities of bringing greater purpose to your wealth. Our
solutions include:
-
Wealth planning essentials
Regardless of wealth level, there are foundational components that everyone should have in place.
-
The role of trusts
While trusts are a way to transfer wealth and help minimize estate taxes, they are also used to meet a far wider range of needs.
-
Gifting and legacy planning
Gifting allows you to see the impact firsthand and a well-prepared legacy plan helps assure your assets are transferred as you intended.
-
Personal philanthropy
Support the causes that matter most to you with a plan which can help pass along your personal values and create lasting, tangible results.
-
Fiduciary trust solutions
We provide specialized expertise, objectivity and continuity through a range of services. You can choose what level of support works best.
-
Ready to get started?
So are we.
Take action
-
Uncover what matters to you
Work with your advisor to understand what is important to you now and what you want in the future. If you don’t have an advisor, we can help you find one.
-
Develop your path and your plan
We’ll create a personalized plan that is all about you, with guidance that truly supports you.
-
Understand your choices and make it happen
Learn about your investment relationship and program options, then work with your advisor to set your plan in motion, drawing from a range of potential solutions from Merrill and Bank of America.
-
Helping you review, track your progress
You can track your milestones and modify your plan based on the expected and unexpected things life brings.
Additional solutions
-
Diversification of investments
Diversify your portfolio with a wider variety of solutions.
Get in touch:
You need to answer some questions first
Then we can provide you with relevant answers.
Get started