Developments and Tools for Art CollectorsDevelopments and Tools for Art Collectors

Michael Duffy is a director in the Atlanta office of Merrill Lynch and runs the firm’s Strategic Wealth Advisory Group. Michael works with ultra-high net worth clients and their advisors to help customize solutions to meet their planning goals. He has 25 years of experience working with ultra-high-net-worth clients and their advisors on a wide range of wealth planning topics, including gift and estate tax, securities laws, philanthropy, executive compensations and trust planning. In addition to his numerous internal company presentations, he is a frequent lecturer and has contributed to a variety of external publications on the topics of trusts, wealth transfer and estate planning.

Michael was formerly at Goldman Sachs, where he was a member of their Strategic Wealth Advisory Team, served as the Southeast Regional Director of Fiduciary Services, and served as Goldman Sachs Private Wealth Management’s art and collectibles subject matter expert. Prior to Goldman Sachs, Michael worked at BNY Mellon Financial, JP Morgan Private Bank and was a tax attorney at Alley Maass Rodgers & Lindsey, P.A. in Palm Beach.

Michael is a member of the Atlanta, Florida, North Carolina and South Carolina Bars. He holds Series 7 and 65 & 66 FINRA registrations.

Meg E. Dodge is a principal and co-founder of Indigo 8 Advisors which works with clients to develop and manage a customized Opportunity Zone investment strategy aligned to their financial and values-based objectives. Prior to forming Indigo 8 with Javelin 19 and Indigo Asset Services, Meg held a leadership role at Morgan Stanley where she served as an Executive Director from 2018-2019 with the Private Bank’s Strategic Lending Group. With her team, Meg planned and advised on tax-efficient borrowing strategies through publishing whitepapers and delivering internal and external road shows to creatively implement solutions. Meg also worked on a firmwide initiative to focus on the banking and lending need of women. Before joining Morgan Stanley, Meg was a Senior Vice President at Goldman Sachs & Co. where she was a corporate fiduciary and helped form and lead The Goldman Sachs Trust Company’s Estate Services Group. 

Currently, Meg serves as a member of the Board of Directors of The Art Therapy Project, the Kent School Alumni Council, the Colby College Friends of Art, and is a mentor for Students Sponsors Partners.

Meg earned her B.A. from Colby College and her J.D. from Syracuse University College of Law, and LLM from New York University School of Law.