Typical Services Provided by MFOs:
- Trustee Services
- Coordination of Professionals
- Cash Management
- Global Asset Allocation and Investment Strategy Consulting
- Comprehensive Performance Reporting
- Investment Manager Selection and Monitoring
- Portfolio Management
- Estate Planning
- Philanthropic Planning
- Life Insurance Analysis
- Debt Structure and Analysis – Bank Financing
- Tax Return Preparation
- Foundation Management
- Entity Administration (FLPs, CLTs, CRTs, Installment Sales, etc.)
- Aircraft Consulting
- Risk Management & Asset Protection Consulting
- Fraud Detection/Accountability
- Real Estate Management
- Family Business Advisory
- Family Counseling/Family Meetings
- Sufficiency and Retirement Planning
- Document Management and Recordkeeping
- Bill Payment Services
- Personal Financial Statement Preparation
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