MLB works closely with high net worth individuals, corporate executives, affluent family groups and business owners to help them achieve their goals and manage their assets and financial affairs. Our services are tailored to your needs and our approach allows you to focus on what is important to you, whether it is your family, career or other interests.
We take a comprehensive, integrated approach to our services to ensure all aspects of the financial planning process are considered, including:
- Business assets and operations
- Succession and transition issues
- Individual and retirement assets
- Cash flow management
- Gift and estate tax planning
- Charitable giving strategies
- Risk management
- Strategic tax planning
- Strategic financial planning
- Family office management
- Family tax planning
Clients trust MLB principals because we work directly for you for a flat fee and have no investments to sell or products to push. We work with your existing financial advisors, attorneys and business associates to ensure you are getting the best advice. Beyond ensuring you are receiving the best advice on a matter or one aspect of your financial life, we are the one person to ensure all the advice you receive is integrated with all the other aspects of your financial plan resulting in a truly comprehensive, integrated, team approach to your financial affairs.
MLB principals also coordinate family office functions, family tax and financial planning and provide financial coaching for individuals or families.
Contact a firm partner directly for a confidential discussion about how we can consolidate, coordinate and manage your financial activities more efficiently and effectively. We hope to improve your results and give you peace of mind.