Ultra-affluent individuals and families enjoy great personal freedom and independence in life. At the same time, your wealth engenders an astounding array of choice for capital investment and tax protection, complex family relationships, and extraordinary opportunities for creating an enduring legacy.
While the size of your assets might be comparable to an institutional investor, your needs are much different and require more personalized attention. Consider that an institutional pension plan concentrates on creating a steady set of payments to retirees while assets grow on behalf of current employees. In contrast, your goals are correlated with a time horizon, specific values and interests, and financial objectives, all of which need to be considered in order to create a customized, focused, and sustainable strategy.
M Financial Wealth Management (M Wealth) appreciates that such complexity of interests, goals, and aspirations is unique to the ultra affluent and requires a comprehensive approach to wealth management.
M Wealth offers sophisticated, fee-based wealth management solutions by leveraging collective buying power of M Member Firms to offer financial services capable of supporting clients’ lifestyle, capital asset, philanthropic, and family goals. M Wealth uses advanced knowledge sets, wealth strategies, and tools to provide a holistic approach to creating and executing wealth management plans.