Our Family Office Team provides highly personalized services while maintaining the highest level of privacy, confidentiality and discretion.

Our professionals employ a disciplined and structured approach to work closely with families to manage their personal affairs and ease the burden of their administrative responsibilities.  We provide a broad spectrum of services that is designed and coordinated with key members of your investment and business team. We apply our proven expertise and attention to detail in the following service areas:
 

At MBAF, you are special to us.

Key Family Office Services

  • Banking needs including wire transfers and credit cards
  • Bill paying, maintaining financial records and cash management
  • Coordinating information through supporting documents and schedules to be utilized for the preparation of tax returns
  • Coordinating information flow with ongoing service providers
  • Developing financial and reporting packages
  • Document and record management
  • Household payroll and reporting
  • Preparation of budgets and cash flow management
  • Philanthropy management and administration including monitoring charitable contributions
  • Reconciliation of bank and investment accounts
  • Tracking and analysis of family assets including collectibles

Key Concierge Services

  • Scheduling private travel arrangements 
  • Personal shopping 
  • Review vendor proposals and supervise household services
  • Insurance analysis and oversight
  • Property management