At MAM Wealth Management, LLC, we establish a personal relationship with each and every one of our clients. Your Financial Advisor develops a personalized estate plan, based on your instructions and tailored to your individual situation. In addition, he or she can then accompany you through the entire process - from the initial planning to the establishment and administration of your estate plan.

The mutual trust that is created by this approach is of special value in the sensitive field of asset transfer from one generation to the next. Further options include establishing a trust for family members or other beneficiaries and competent assistance in related topics such as asset evaluation or property management.

MAM Wealth Management, LLC offers a comprehensive investment advisory service for our clients who invest in various asset classes with several different financial institutions and portfolio managers. Through its monitoring and consulting services, it provides clients with a complete and transparent overview of their investments. Check here and see what we have to offer.

Family Office compiles all of the transaction data from existing accounts and investments, and processes it into a designated shadow system. Clients receive regular feedback on asset allocation, performance and tax-relevant data. Each report contains detailed information on the performance of each individual money manager and investment.

Check our unique monitoring system ideal for family offices and for family run Trusts.

In addition, the Family Office can organize regular meetings with a strategy committee in order to analyze market developments and review asset allocation. Family Office is available to families with liquid assets of USD 30 million upwards.

Investment consulting services are offered at MAM Wealth Management only through investment advisory programs and are not available through traditional brokerage accounts and products. Please speak with a MAM Wealth Management Financial Advisor to further discuss the differences between brokerage and advisory products offered by MAM Wealth Management.

Investments and services are offered through MAM Wealth Management LLC , member NASD and SIPC. ©2007 MAM Wealth Management. All rights reserved.