Investments
High net worth clients require exposure to a vast array of complex investment vehicles. We provide active management of individual publicly traded securities and private placement offerings as independent advisors not incentivized by trades or commissions.
Tax
For most, tax planning is complex while tax preparation and filing is burdensome. Our tax team is often the hub leveraged across all our wealth management services, offering proactive, integrated tax strategies specific to each client. We introduce and implement individualized tax structures while also easing the tax compliance burden, whether in the United States or abroad. Estate planning models, trust taxation, charitable gifting methods, transactional structures and international asset disclosures are tax complexities commonly resolved for our clients.
Financial Planning
Uniquely held assets comprise a substantial amount of our clients’ net worth, including trusts, closely held businesses, stock options and benefits, private placements and real estate holdings. We simplify the complex. Clients envision life goals and we earmark excess wealth as the instrument to achieve lifetime objectives. Legacy, philanthropy, travel and family are common threads we explore in these conversations.
Legal
Our office uniquely benefits by affiliation with a law firm having almost 50 years of expertise in the areas of law most coveted by our clients. Matthias & Matthias, PL, focuses on estate planning, trust formation & administration, probate, tax, real estate, business formation and transactions. We leverage this relationship so that our clients receive sophisticated, coordinated legal guidance.
Insurance
Risk mitigation and wealth protection go hand in hand for all of our clients. We do not sell insurance products. Our approach is strictly to achieve our clients’ individual goals. With an independent lens, our team objectively reviews all insurance needs, such as life insurance, independent healthcare coverage, asset protection plans and business owner policies.
Accounting
We develop a unique cash flow model for each client, providing predictive data essential to many services, such as financial planning, investment management, financing and tax. Our cash flow models also assure that we proactively meet client cash and liquidity needs, whether making tax payments, funding private placements or seamlessly completing client cash distributions. Many clients elect for heightened convenience and enhanced tax planning by taking advantage of our bill pay, bookkeeping or full balance sheet reporting services.
Financing
Our experience in the lending industry, including traditional banking and private capital, and our relationships within these markets, enable us to leverage longstanding connections and custodial relationships to craft solutions that meet clients’ retail, commercial and other lending needs. Understanding our clients’ full balance sheet allows us to identify the lending products most suitable for each client.
Charity
Giving back to the community is a frequent life goal, but staying focused on chartable missions and leaving a philanthropic mark is more challenging than most anticipate. Philanthropic efforts often get held up by tax, accounting, legal or corporate governance considerations. Our clients enjoy the ability to focus on their philanthropic goals while our team develops charitable plans with meaningful, enduring impact.
Health
The healthcare system can be daunting, especially as family members age. Our team has decades of experience and relationships in the healthcare industry, allowing us to help clients and families navigate complex medical systems, in the most difficult of times.
Business Consulting
Entrepreneurship and family business management are central to the founding family and many of our clients, being a substantial component of their overall focus, effort and net worth. Our firm recognized this since the day we opened our doors. The affiliated MPW Consulting, LLC and our collective team appreciate the magnitude of these endeavors and serve as a critical advisor leveraged across all stages, from startup to growth and preparation to exit. We also address matters of succession particularly relevant to most family businesses.
Succession & Legacy
Often our clients overlook the need to pass down principles and life lessons to future generations, especially for the benefit of their own family. For all clients, it is our privilege to help articulate core values most important to hand down and identify the best means for each to leave their mark, whether through family succession, philanthropy or other avenues.
