Multi-Generational Family

MAI has built our practice to respond to the needs of multi-generational families.

Our advisory teams are collaborative, agile and dedicated to excellence. MAI advisors are highly skilled in a range of disciplines to provide coordinated solutions to manage:

• Family Office Administration
• Financial Consulting
• Investment Management
• Tax Planning & Compliance
• Estate Planning
• Education for Next Generation

Wealth is a product of your uncompromising dedication, intelligent decision-making, and perseverance.  At MAI, we believe it should be managed with the attention and care reflective of that effort.