Brett Malamet
Hi, I am Brett Malamet First Vice President/Wealth Management Advisor for The Malamet Group at Bank of America/Merrill Lynch
Answering the specialized wealth management needs of some of the area’s most affluent individuals, Brett Malamet provides personal counsel and sophisticated solutions that embrace each client’s diverse financial affairs. Serving as a comprehensive and confidential resource for its clientele, Brett Malamet is privileged to offer a superior measure of enlightened guidance. The team’s hands-on approach enables it to bring highly-orchestrated and coordinated response in areas that extend beyond typical wealth management, with boutique-level attention. Brett works on behalf of many venture capitalists, top-tier executives and entrepreneurs, physicians, attorneys, and owners of corporations. In meeting these clients’ complex and often urgent needs, the team takes a holistic approach – devoting enormous energy, supported by the world-class resources, thought leadership and research of Merrill Lynch and third-party providers. For clients residing in the Lake Tahoe area – as well as others on both coasts and internationally – Brett is mindful of tax consequences and, therefore, places a premium on the role of tax-minimization strategies and tactics. With asset protection and liquidity of great importance, the team’s active management style emphasizes long-term results. With a practiced strategy that reduces downside risk (by examining a vast range of global opportunities and not being “fully invested in the market” at all times), clients benefit from scientifically-based analysis and expertise from internal and third-party managers – all carefully screened, selected and continuously reviewed. To assist with structured financing that allows for capital injection, for example, consideration is given to real estate and investments for secured lending. According to Brett Malamet, “Many of our client relationships are driven from the credit side. With an eye toward tax-advantaged financing – and having come from a credit background – I’m prepared to streamline any borrowing process for clients – including their purchases of planes, boats and real estate.” In numerous instances, Brett calls upon its contacts in the real estate market – appraisers, for example, and its network of attorneys, CPAs and other professionals. The team also collaborates with clients’ advisors and existing resources. Having earned the trust of clients and their grown children, Brett is often asked to recommend specialists to handle matters including wealth transfer and estate planning. Brett Malamet feels rewarded by the relationships it’s built and the lessons it shares with clients. With ongoing consideration of clients’ busy and changing schedules, the team travels to see clients and answers “cell phone calls” at all times. Designed for clients whose success has given way to pursuing and participating in “the next opportunity” – the team’s white glove service and capabilities are meant to help accelerate clients’ achievements, protect their lifestyles and give meaning to their passions – from new business ventures to philanthropic planning and giving. Brett Malamet - First Vice President-Wealth Management Wealth Management Advisor, Portfolio Advisor Merrill Lynch Personal Investment Advisory (PIA™) Program Serving the complex wealth management needs for a limited number of high-net-worth and ultra-high-net-worth individuals, Brett provides an unsurpassed measure of personal attention. As part of his holistic approach, Brett makes sure that each consideration is consistent with a client’s overall wealth management strategy. Brett utilizes proprietary research made available to a select audience of financial advisory groups, building customized portfolios around the risk temperament and objectives of each client. Having come from Bank of America, his 360-degree perspective of his clientele’s needs enables him to orchestrate the unmatched resources and capabilities of the firm to benefit clients and their families on both sides of their balance sheets. Since 2002, Brett has delivered customized wealth management solutions with an unconditional commitment to each of his clients. He has honed his ability to translate complex financial solutions into simple, understandable concepts that he explains to clients. Brett is fully aware that, for many of his clients, comprehending the intricacies of a plan is critical to their personal levels of comfort. Brett is a native of San Francisco who graduated from the University of Nevada, Reno with a Business Administration degree in Finance. For nearly 30 years, he has lived in Northern Nevada. An avid golfer and skier, Brett spends the majority of his time working out of the North Lake Tahoe area.
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