Wealth Management for New York Families That Goes Deeper Than Your Portfolio
We serve individuals and multi-generational families across New York, Pennsylvania, Virginia, Maryland, and Washington DC with tailored wealth management solutions built to preserve, grow, and transition wealth across generations.
Families & Individuals
Every family has a unique money story. Whether you are a corporate executive, approaching retirement, or already there, our fiduciary wealth managers in New York do not start with your portfolio. We start with you.
We go deeper than most firms by addressing the behaviors, beliefs, and blind spots that determine whether wealth is built or lost. Because numbers are only part of the picture. The rest is understanding the person behind them.
OUR SERVICES
How We Help Families and Individuals Build and Protect Their Wealth
Safeguarding Your Assets
As a fiduciary, we hold your assets exclusively at trusted, industry-leading third-party custodians. Our independence means we always choose what is best for you, not what is most convenient for us. Learn how we safeguard your assets.
Financial Planning
Financial success looks different for every family. Our personalized financial planning services families and individuals are built around your goals, your cash flow, and the decisions that matter most, whether you are planning for tomorrow, a major life event, or the generation after you.
Investment Management
Your portfolio should work for your life, not someone else's. We build every investment strategy around your unique risk tolerance, time horizon, and liquidity needs, so your portfolio is a true extension of your personal financial plan and nothing else.
Retirement Planning
Retirement means something different to everyone, but for all of our clients it means one thing: peace of mind. We build customized retirement strategies around your vision of the future, helping you protect your lifestyle, maximize your income, and navigate risk so the years ahead are defined by freedom, not financial worry.
Tax Planning
You have worked hard for your wealth. Strategic tax planning helps you protect it. We take a proactive, personalized approach to tax strategy, identifying opportunities to minimize what you owe and maximize what you keep. From capital gains management to estate tax planning, we make sure your financial plan is as tax-efficient as possible.
Insurance Planning
Effective insurance planning starts with understanding your life, not just your coverage options. We take a holistic view of your full financial situation to design protection strategies thoughtfully tailored to what matters most to you, at a cost that makes sense for your budget. Our expertise and trusted relationships allow us to cut through the noise and find the right policies for your specific needs.
Estate Planning
The legacy you leave behind is one of the most meaningful gifts you can give. We help you protect it. We work closely with trusted legal professionals to make sure your wealth is organized and passed on according to your wishes, while minimizing the tax and legal burdens your loved ones may face.
Frequently Asked Questions
Questions Families and Individuals Ask Us
What is the difference between financial planning and wealth management?
Financial planning is the roadmap. It covers your goals, cash flow, insurance, taxes, and estate. Wealth management builds on that foundation and adds ongoing investment oversight and strategy. At MFM, the two are always connected, never treated as separate services.
What does multigenerational wealth planning in New York look like?
It means planning not just for your retirement but for what you pass on and how. We help families think through gifting strategies, trust structures, and legacy planning so wealth transfers intentionally, not accidentally.
Do you work with corporate executives in New York?
Yes. We work with executives managing complex compensation packages, stock-based compensation, and deferred income across New York, DC, Virginia, Maryland, and Pennsylvania. We help you understand what you have, what it costs you in taxes, and how to make it work as part of your broader financial plan.
How do you handle estate and tax planning together?
We coordinate both under one plan. Tax decisions affect estate outcomes and estate decisions affect tax exposure. We work alongside your estate attorney to make sure nothing is planned in isolation.
Do you serve families outside of New York City?
Yes. We serve clients across New York, Pennsylvania, Virginia, Maryland, and Washington DC and we meet in person or virtually depending on what works best for you.