Family Office Services

Women barista at checkout computer smiling

We got you, fam.

MCM offers a variety of family office services tailored to meet the needs of your family. We can assist with everything from bill paying and checkbook reconciliation to facilitating family meetings. We can help clients build a comprehensive set of ‘books’ that can be used to manage your family wealth. In addition, through our wealth management group, Meritrust wealth management, we can manage and design your investment portfolio.

Tax services

Tax preparation

Build a comprehensive set of ‘books’ that can be used to manage your family wealth.

Tax filing

File your taxes cleverly through MCM’s Tax Services team to get your best possible return.

Administrative services

Bill paying

Make sure your bills get paid on time without breaking your bank.

Budget and financial statement preparation

Prepare your financial statements carefully and proactively for your next internal or external audit with our Family Office Services team. We’ll review your previous financial statements to locate any problem areas, so you can be in the best possible position to mitigate risk in the future.

Document and record management

Keep track of the ups and downs of your family office through our document and record management services.

Wealth transfer

Check out our partners at Meritrust.

Estate planning

Provide your company the best possible succession solution with the help of our Family Office Services team. Death and taxes are inevitable, and MCM is here to help you navigate both for your company’s future.

Trustee services

Risk management

Locate problem areas and manage risk through our Family Office Services team. MCM will structure your financial records in an easily accessible way to help you effectively mitigate risk.

Family governance

Formulate a long-term, realistic set of governance goals for your company through MCM’s Family Office Services team.

Family meetings

Apply a team-based holistic approach to bring a tailored set of service specialties to the table. MCM’s Family Office Services team will handle everything from family coaching to exit and succession planning, HR consulting, business valuation, and governance.

Family consulting and education

Set your family business up for success by getting everyone on the same page through our comprehensive training programs.

Wealth management

Investment policy design

Develop and maintain informed investment policies for your family business’s benefit.

Portfolio management and monitoring

Keep track of the gains and losses in your portfolio to make educated decisions going forward.

Written financial plan with interactive planning

Plot a compelling financial plan for the future with our Family Office Services team.

Contact us for more information.

Let’s talk business.