Our Philosophy

The Gabriel Group works to bring purpose and productivity to your money. We walk alongside you to help create the outcomes and legacies you desire for yourself, your loved ones, and the causes most important to you.

Who We Serve

At Work

• How do I translate my success into lasting significance regarding the things I care about most: my work, my family, and the causes I support?
• Are there ways to give more while paying less in taxes?
• Am I maximizing all of the business-related benefits at my disposal

At Home

• How can I be sure my family has the right amount of resources organized in the right way? How can I make sure that I don’t leave behind too much money?
• How much can I give and still ensure my family’s goals are met?
• How do I engage younger generations in our family’s giving legacy?

In the Community

• Why am I giving?
• How should I give?
• What, where, and when should I give?
• How can I make a lasting, meaningful impact?
• What is the difference between philanthropy and charity and which do I prefer?

• How do I create estate plans for my clients that produce lasting “wealth success” across generations?
• How can I strategically create wealth plans for my clients that support their desire to give?
• How can I help my clients strategize about their generosity in ways that benefit them and the causes they care about?
• How can my clients engage future generations around philanthropy to support family values, cohesiveness, leadership, and self-sufficiency?

• How can we steward our resources for maximum impact now and going forward?
• How do we ensure our fundraising efforts support and are in alignment with our organization’s mission? 
• How do we build and maintain meaningful, lasting relationships with our donors?
• How can we develop and enhance our donor pipeline?
• How can we create and manage a truly effective planned giving program?

Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”).Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.

Services & Capabilities

The capabilities we employ range broadly across wealth management planning, wealth structuring, and investment management. We focus on philanthropic strategy. An overview of our capabilities and the services we offer is below:

• Access to Fiduciary Trust Services

• Alternative Investments (AI)

• Business Ownership Planning

• Business Transition/Exit Strategies

• Cash Flow Management/Balance Sheet Evaluation 

• Customized Investment Management and Portfolio Construction

• Education Planning

• Executive Equity-Based Compensation

• Estate Planning Services

• Family Governance

• Health and Long-Term Care

• Holistic Goals-Based Wealth Management Planning

• Inheritance Strategies

• Lending and Mortgage Needs

• Lifetime Gifting & Legacy Planning

• Liquidity Management

• Nonprofit Development and Donor Relations

• Leveraged Giving: Time. Talent. Treasure.

• Personal Philanthropy 

• Planned Giving Strategies

• Private Foundations

• Professional Advisor Support and Coordination

• Statement of Financial Purpose Development

• Strategic Giving Analysis 

• Retirement Income Planning

• Risk Management/Insurance Evaluation and Planning

• Multi-Generational Wealth Transfer

*Banking products and services provide by Bank of America, N.A.

*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

*Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.