Bank of America Merrill Lynch (Bestwick Cardone Group)
Consultant
New York, New York
HQ
Member since
2015
About
The Bestwick Cardone Group (Bank of America/Merrill Lynch) brings extensive knowledge and experience to clients who are exploring strategic alternatives. Our team provides industry leading advice on best practices for engaging an advisor, organizing ownership to maximize proceeds, and managing wealt…
The Bestwick Cardone Group (Bank of America/Merrill Lynch) brings extensive knowledge and experience to clients who are exploring strategic alternatives. Our team provides industry leading advice on best practices for engaging an advisor, organizing ownership to maximize proceeds, and managing wealth like a well-run foundation.
We offer goals-oriented solutions to: - Determine what type of transaction is feasible in the marketplace - Establish best practices in preparation for debt & equity financing, recapitalization and a partial or full sale - Organize ownership structure by developing tax-minimization and estate planning strategies to maximize value for the owner and family - Provide post-sale portfolio construction and wealth management solutions
Team (2)
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