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Current company M3 Family Office, Llc
Financial Services · 6 employees · Founded 2013 · Sarasota, Florida, United States
M3 Family Office is the latest entity in the evolution of the M3 brand which began in 2002. We have 30 years of experience in dealing with the specific needs and demands of the Venture Capital and Private Equity community. M3 has the proven ability to leverage private equity professionals\' compensation structure to maximize tax efficiency along with unmatched guidance at each step of the journey in the wealth management cycle. At M3 Family Office, we are your Financial Guardians, the gatekeepers of your family’s wealth. We recognize that wealth management is more than just your current finances, it’s your children’s and grandchildren’s money, and we take that responsibility very seriously. Private wealth management is all about having financial control. It’s peace of mind that comes from knowing where your money is, that it is safe. We provide a platform to maintain financial control and leverage tax efficiencies to provide efficient wealth accumulation and generational wealth transfer. Services- Family Office Concierge Services - Consolidated Reporting & Advisor Integration - Generational Wealth & Estate Planning - Private Equity Integration: Modeling of cash flow and carried interest - Family LLC (FLLC) Program: Lifetime transfers of carried interest for maximum tax efficiency - Investment & Wealth management - M3 Treasury Management: Safety, Liquidity, & Yield - Life Insurance Portfolio & Trust management