Beyond wealth preservation, today's ultra-high net worth individuals and families face an ever changing and increasingly complex set of issues including concentrated investments in private or public businesses, generational wealth transfer, risk management, philanthropy and taxation across multiple jurisdictions. MAI has a 37 year history of helping some of the world's most selective clients in the U.S. and abroad successfully navigate these issues.

We are a conflict free, fee only firm so our financial advice is always framed around your needs and goals.  We have the resources of a larger firm with the customized service of a small boutique.  Our depth of over 60 employees, gives us the ability to service our clients  with our client-focused approach that is consistent throughout our investment advisory services, planning & preparing your tax returns, ensuring personal credit history, managing your insurance needs, coordinating an estate plan, assisting with buying your first home, and providing overall independent financial planning advice.

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