Comprehensive Wealth Management
Under One Roof.
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.