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To learn more about the unique advantages Merrill Lynch can offer you, please contact:
Los Angeles David V. Hunt Two California Plaza 350 South Grand Ave, Floor 27 Los Angeles, CA 90071 213-236-2100 David _v_hunt@ml.com
West LA Nathan Crair 9560 Wilshire Blvd., Floor 3 Beverly Hills, CA 90212 310-858-4680 nathan_crair@ml.com
Valley Coast Chris Miller 2815 Townsgate Road Westlake Village, CA 91361 805-381-2635 c_miller@ml.com
CA Valley Craig Colbath Corporate Center Pasadena 225 South Lake Ave Pasadena, CA 91101 626-356-2066 craig_colbath@ml.com
Having built your career in the world of entertainment, you already understand the value of teamwork and the overall success that can be achieved when the right players come together. Wealth management is no different. That's why we ensure that our clients have a carefully crafted strategy that leverages all of the resources they need to pursue their financial goals.
Your Merrill Lynch Financial Advisor can offer access to the breadth of customized solutions to simplify your day-to-day financial life while helping you achieve lifelong personal and family aspirations.
Discretionary and Nondiscretionary Investment Strategies, Liquidity Management, Risk Management, Alternative Investments, Professionally Managed Accounts, Market-Linked Investments
Securities-Based Lending, International Financing, Sophisticated Deposit and Cash Management Strategies, Custom Lending Solutions, Home Financing, Aircraft Financing
Tax-Efficient Investments, Tax-Advantaged Credit and Lending, Private Placement, Life Insurance, Tax Legislation Monitoring
Personal Trust Services, Charitable Trusts and Foundations, Fiduciary Investment Management, Trust Administration, Estate Planning Services, Estate Settlement and Administration, Services for Individual Trustees
Hedging Strategies, Trust Solutions, Exchange Funds, Selling Programs, Block Trades, Equity Collared Position Strategies
Philanthropic Strategies, Charitable Grant-Making Solutions, Donor-Advised Funds and Foundation Consulting, Planned Giving Guidance and Management, Endowment Management and Consulting, Compliance, Governance and Succession Planning
Family Wealth Transition Consulting, Lifestyle and Concierge Services, Income Tax Preparation and Consulting, Personalized Administration Services, Financial and Consolidated Reporting
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