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Comprehensive Wealth Management

Under One Roof.

Multi generation family climbing on the hill on a sunny evening.

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.  All MAI associates 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.