Beyond wealth preservation, today’s ultra-high net worth individuals and families face an ever changing and increasingly complex set of issues including concentrated investments in private or public businesses, generational wealth transfer, risk management, philanthropy and taxation across multiple jurisdictions.  

MAI has a 39 year history of helping some of the world’s most selective clients in the U.S. and abroad successfully navigate these issues. 

   Learn more about MAI:

 

Forbes ranks MAI among Top 50 largest and fastest growing investment advisors nationwide

 The Top 50 Wealth Managers

 

 

 

 

Ranked #42 in FA Magazines 2011 RIA National Ranking

Ranked in 2010 Top 50 Fastest Growing National RIA's