Our Private Client Wealth Services Group is dedicated to providing a broad range of personalized services from individual tax planning and family office, to sophisticated estate and charitable planning strategies.

Marjorie Horwin
No two clients are alike, which is why each tax planning proposal is individually tailored to meet the client's unique objectives.
 
With more than three decades of proven experience, our professionals work with individuals and families to design innovative planning techniques that preserve wealth and minimize income and transfer taxes.
 
We understand that income and estate tax planning services are based upon a close and trusted relationship between client and advisor.  Our experts work closely with the client's other professionals to develop integrated plans that accomplish the stated goals. Members of the Private Client Wealth Services Group are committed to assisting clients navigate the complex areas of individual, fiduciary, charitable and closely held entity tax planning and compliance.
  

At MBAF, you talk. We listen.