Merrill Lynch Financial Advisor Ashish Mathur leads The Mathur Group, a specialized financial advisory team operating under the Merrill Lynch Wealth Management umbrella. With extensive experience in serving the needs of clients with international financial interests, the group offers tailored wealth planning solutions designed for global professionals, executives, and multinational families. Leveraging the robust capabilities of Bank of America and Merrill, the team delivers comprehensive financial planning services, investment strategies, and cross-border wealth management guidance.

Ashish Mathur and his team are known for their customized, relationship-driven approach, providing solutions that address everything from retirement planning to multigenerational wealth transfer. A particular focus is placed on navigating the complexities of tax considerations, foreign assets, and regulatory environments for internationally based clients. The group also supports clients with education funding strategies, philanthropic planning, and estate structuring. As part of Merrill Lynch Wealth Management, The Mathur Group benefits from cutting-edge financial tools and global market insights to better serve high-net-worth clients and families.

Website: https://advisor.ml.com/sites/ny/new-york-international/the_mathur_group

Key Services:

– Comprehensive financial planning and wealth management
– Investment advisory and portfolio management
– Cross-border and international wealth strategies
– Retirement planning solutions
– Education and legacy planning
– Multigenerational estate and tax planning
– Philanthropic advisory services
– Business succession and liquidity strategies