Maci provides financial advice, consulting and managerial services to affluent families around the world. Our clients are provided with all the necessary services to manage their complex business, financial and personal affairs, which allows them to focus their time and attention on the activities that they are most passionate about. 

 

   Our expertise include:

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•  Asset protection

•  Bill paying & expense monitoring

•  Business succession planning

•  Cash flow management services

•  Charitable giving administration

•  Concentrated stock & option planning

•  Estate Tax Planning

• Wealth transfer management

•  Family financial education & governance

•  Financial planning & reviews

•  Foundation & philanthropic management

•  Personal CFO services

•  Portfolio manager evaluations & monitoring

•  Risk management