Family Office Services

Every family faces its own set of challenges, and as wealth grows, those needs often become even more complex. Investments, business interests, real estate, trusts, taxes, philanthropy, and day-to-day financial decisions can become increasingly difficult to manage, especially during a liquidity event, business transition, or period of generational change.

Through M&S Wealth Management, families have access to our coordinated team of financial advisors and wealth management professionals who can help bring structure, strategy, and clarity to your financial life. We help multigenerational clients align investment management, retirement, tax planning, estate and trust considerations, family governance, risk mitigation, succession planning, and long-term wealth goals into one cohesive strategy.

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We take a forward-looking approach to family office management. The strongest strategies start with a clear understanding of a family’s goals and responsibilities, along with a plan to address market shifts and changes in their lives.

We work alongside Mowery & Schoenfeld tax advisors to provide the personalized financial, administrative, tax, and wealth advisory families need as their affairs become more sophisticated, including:

• Consolidated financial reporting
• Accounting and bookkeeping support
• Tax planning and preparation
• Risk management and insurance review
• Customized investment management
• Comprehensive financial planning
• Charitable giving and private foundation planning
• Wealth transfer strategies
• Budgeting and financial planning
• Family governance support

When you partner with us for your family office needs, you benefit from the combined capabilities of Mowery & Schoenfeld and M&S Wealth Management. With a one-stop, high-touch fully integrated approach, you have a team supporting every angle of your financial life, from investments and tax planning to reporting, governance, and long-term wealth strategy. We offer a wide array of investment management solutions customized to each family, their heirs, and their goals. Our client experience is enhanced by technology that gives you a clear view of your financial position, helping families gain the clarity they need across their assets, entities, and investments to make confident, informed decisions to preserve wealth for future generations.