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Douglas Macaulay

I am one of the industry’s first financial advisors to bring institutional consulting methodology to high-net-worth investors –... | New York City Metropolitan Area, New York City Metropolitan Area, United States

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Douglas Macaulay’s Location New York City Metropolitan Area, New York City Metropolitan Area, United States

Douglas Macaulay’s Expertise I am one of the industry’s first financial advisors to bring institutional consulting methodology to high-net-worth investors – a strategy I still use today. What stands out most, though, in my career has been the privilege of serving a growing circle of client families for nearly 40 years. At The MKC Group, we are devoted to addressing clients’ sophisticated wealth management requirements. From succession and liquidity events to wealth transfer considerations, we use our decades of knowledge to build integrated strategies for clients that extend well beyond investment management. WHO DO WE SERVE? A select number of affluent individuals distinguished by their achievements and accustomed to exemplary service. They include successful business owners, real estate investors, trust and tax attorneys, litigators, budding and serial entrepreneurs, as well as divorced and widowed women. Most clients have reached a life stage with a magnitude of wealth that requires our best efforts. We not only seek to preserve their wealth in the most tax-efficient manner – we also look forward with clients, toward transitions and transactions that demand preparation and thoughtful decisions. WHAT CHARACTERIZES OUR APPROACH? • Being disciplined in managing risk for clients – investment (market risk), retirement (cash flow and longevity risk), and wealth transfer (tax risk). • Scrutinizing clients’ intergenerational trust, liability and insurance situations. • Coordinating with clients’ attorneys, CPAs, and tax specialists. WHAT MAKES ME PROUD? • Helping good people do good things in the right way – whether they wish to expand their enterprise, support a charity or university, or create a family foundation. • Earning the Certified Investment Management Analyst, (CIMA) certification, administered by Investment Management Consultants Association and taught in conjunction with The Wharton School, University of Pennsylvania. • My wife, Kim, and two children.

Douglas Macaulay’s Current Industry Merrill Lynch Wealth Management Bank Of America

Douglas Macaulay’s Prior Industry
Merrill Lynch Wealth Management Bank Of America

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Merrill Lynch Wealth Management Bank Of America

Senior Financial Advisor, Senior Vice President-Wealth Management

Wed Apr 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

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FAQ About Douglas Macaulay

Douglas Macaulay is located at
New York City Metropolitan Area, New York City Metropolitan Area, United States

Douglas Macaulay is a
I am one of the industry’s first financial advisors to bring institutional consulting methodology to high-net-worth investors – a strategy I still use today. What stands out most, though, in my career has been the privilege of serving a growing circle of client families for nearly 40 years. At The MKC Group, we are devoted to addressing clients’ sophisticated wealth management requirements. From succession and liquidity events to wealth transfer considerations, we use our decades of knowledge to build integrated strategies for clients that extend well beyond investment management. WHO DO WE SERVE? A select number of affluent individuals distinguished by their achievements and accustomed to exemplary service. They include successful business owners, real estate investors, trust and tax attorneys, litigators, budding and serial entrepreneurs, as well as divorced and widowed women. Most clients have reached a life stage with a magnitude of wealth that requires our best efforts. We not only seek to preserve their wealth in the most tax-efficient manner – we also look forward with clients, toward transitions and transactions that demand preparation and thoughtful decisions. WHAT CHARACTERIZES OUR APPROACH? • Being disciplined in managing risk for clients – investment (market risk), retirement (cash flow and longevity risk), and wealth transfer (tax risk). • Scrutinizing clients’ intergenerational trust, liability and insurance situations. • Coordinating with clients’ attorneys, CPAs, and tax specialists. WHAT MAKES ME PROUD? • Helping good people do good things in the right way – whether they wish to expand their enterprise, support a charity or university, or create a family foundation. • Earning the Certified Investment Management Analyst, (CIMA) certification, administered by Investment Management Consultants Association and taught in conjunction with The Wharton School, University of Pennsylvania. • My wife, Kim, and two children. Merrill Lynch Wealth Management Bank Of America

Douglas Macaulay currently works in the
Merrill Lynch Wealth Management Bank Of America

Douglas Macaulay specializes in
I am one of the industry’s first financial advisors to bring institutional consulting methodology to high-net-worth investors – a strategy I still use today. What stands out most, though, in my career has been the privilege of serving a growing circle of client families for nearly 40 years. At The MKC Group, we are devoted to addressing clients’ sophisticated wealth management requirements. From succession and liquidity events to wealth transfer considerations, we use our decades of knowledge to build integrated strategies for clients that extend well beyond investment management. WHO DO WE SERVE? A select number of affluent individuals distinguished by their achievements and accustomed to exemplary service. They include successful business owners, real estate investors, trust and tax attorneys, litigators, budding and serial entrepreneurs, as well as divorced and widowed women. Most clients have reached a life stage with a magnitude of wealth that requires our best efforts. We not only seek to preserve their wealth in the most tax-efficient manner – we also look forward with clients, toward transitions and transactions that demand preparation and thoughtful decisions. WHAT CHARACTERIZES OUR APPROACH? • Being disciplined in managing risk for clients – investment (market risk), retirement (cash flow and longevity risk), and wealth transfer (tax risk). • Scrutinizing clients’ intergenerational trust, liability and insurance situations. • Coordinating with clients’ attorneys, CPAs, and tax specialists. WHAT MAKES ME PROUD? • Helping good people do good things in the right way – whether they wish to expand their enterprise, support a charity or university, or create a family foundation. • Earning the Certified Investment Management Analyst, (CIMA) certification, administered by Investment Management Consultants Association and taught in conjunction with The Wharton School, University of Pennsylvania. • My wife, Kim, and two children.