Multi-generational, multifamily clients face a large scope of financial needs; investments, charitable giving, paying bills, estate planning, to name a few.  With such a broad scope of administrative tasks, extensive knowledge, organization and, most of all, time is needed to be the most effective.  Many families look to firms to help them organize their financial lives by creating comprehensive, objective plans to alleviate the burden of trying to organize their finances on their own.  MAI’s serves such clients that require comprehensive planning and management for complex family wealth structures. In choosing a Family Office what characteristics are important to a family?  Competency, Accessibility, Stability?   With over 20 years in working with families, MAI objectively looks at the wide range of financial management tools needed to efficiently and effectively serve the family in reaching their financial objectives.  Our CPA, CFP® & CFA professionals work together to make sure no aspect is left unexamined.  Our approach to creating the most beneficial financial plan for our clients is derived from understanding their goals, being proactive and responsive to change, and designing strategies in a collaborative effort.  Many families want to find solutions to preserve a standard of living and transfer that wealth to future generations as well plans to create and implement foundations and manage investments in a way that minimizes tax obligations.  We work with you and your other advisors such as attorneys to find the best solutions and maintain that type of accessibility to ensure your financial strategies continually align with the other aspects of your life.     After you find a Firm that fits your needs what is important to you then? Privacy, Execution, Reporting?   In addition to the staff's proficiency and acumen, each member of the MAI team demonstrates the highest degree of personal integrity and trust.  We are your advocate and respect nothing more than your privacy.  In executing your plan we work in your best interest and your best interest only. Reviewing your portfolio, plans, and financial obligations on an ongoing daily basis, enables us to maintain your objectives.  We are responsive to changes that may arise and are ready to accommodate those changes because your entire plan is set up in one centralized office.  We evaluate and communicate your performance and financial state of affairs through a customized management report.  Communicating the report findings and making sure you and your other advisors understand that information is a distinguishing characteristic of our dedication to your best interests.