Our services are designed to optimize every element of your wealth.
A Family Office is when an ultra-affluent family (generally around 200 million and up) establishes their own private wealth team to manage every facet of their wealth. This not only includes in-depth tax, investment, and estate planning services but also services to allow these families to enjoy their wealth.
At MDRN Wealth our mission is to democratize this model
Ongoing advanced tax planning solutions. From reviewing your tax return, to modeling out anticipated tax liabilities, we are committed to ensuring you have a comprehensive tax strategy.
We take an institutional approach to portfolio allocation. We combine traditional assets like stocks and bonds with alternatives such as Private Equity and Private Real Estate.
From helping you navigate your stock options and RSUs, to reading through your benefits package so you can pick the best health insurance plan, we are committed to helping you maximize your compensation.
We specialize in small business tax planning and aim to serve as your CFO, guiding you through decisions from optimizing your entity structure to creating a customized tax plan for your business.
We review your balance sheet and income to optimize your protection. From reviewing your personal liability coverage to asset titling, we help establish a defensive plan for your wealth.
The concept of retiring in your 60s is antiquated. We help you build the financial foundation now, so that you can achieve financial independence and retire early, sooner.
Formulating a plan is the easy part, bringing it to life is a different story. We take a collaborative approach to helping you implement your financial plan and address new challenges as they arise.
