Executive services

Executives with more sophisticated needs have access to tailored guidance and services

 

In today’s competitive business environment, it’s critical to provide your key talent with the solutions and services they need to help build and preserve executive wealth. Our solutions can help your organization provide a comprehensive program for executives while helping them meet the regulatory requirements that come along with it.

 

We can deliver a broad range of wealth planning services to address what matters most. Our experienced advisors are well versed in equity compensation and understand the challenges executives may face managing equity awards and company stock. We'll work with your organization to help address the unique financial needs your executives and provide guidance on controls to help facilitate timely transactions.

 

The interests of your organization and executives are at the center of everything we do, and our goal is simple: Help make their financial lives better.

 

Executive services:

 

  • Are delivered locally through a highly trained team of designated Executive Service Advisors*
  • Connect executives to extensive resources of one of the world's leading financial services firms
  • Help your executive team create a diversified investment portfolio, address liquidity needs, and help to ensure a successful wealth transfer process

 

Capabilities:

 

  • Concentrated stock management1
  • Planning and investment strategies1
  • Personalized wealth structuring2
  • Banking and customized lending4
  • Tax minimization strategies1,2
  • Trust services2
  • Estate planning services2
  • Family office services3
  • Philanthropic solutions2
  • Rule 10b5-1 trading plans1

 

Group of employees talking in a meeting

Managing nonqualified deferred compensation distributions: What employers need to know

Nonqualified deferred compensation (NQDC) plans are often an important part of a company's retirement benefits package for top executives. For plan sponsors, this white paper provides a deeper understanding about managing NQDC distributions.

Discover how we can help your executives today.

We can help you take care of what matters most—for your business and employees.

*Advisor can be a Bank of America Private Bank Private Client Advisor, Merrill Private Wealth Advisor or Merrill Wealth Management Advisor.

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.

2Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, a wholly owned subsidiary of BofA Corp.

3Family Office Services are offered through Bank of America Private Bank or Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill"). In connection with its Family Office Services, Merrill is not acting in the capacity as a broker-dealer, nor as a registered investment adviser. Accordingly, through its Family Office Services, Merrill is not offering, and its clients are not paying for, advice with respect to securities, the purchase or sale of securities, or the valuation thereof, nor do Merrill Lynch's Family Office Services encompass financial planning, discretionary account management, or any other securities-related accounts, products or services. Merrill offers a broad array of brokerage and investment advisory accounts, products and services through other parts of its business outside of Family Office Services, which are subject to separate agreements, disclosures, and fee arrangements, and may be procured by applying or enrolling and contracting through those other business channels. Please contact your Financial Advisor or Private Wealth Advisor with questions regarding Merrill's brokerage or investment advisory offerings.

4Banking and mortgage products are offered by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.