Family Office Services

Many wealthy families and individuals are constantly navigating a complex maze of tangled investments, documents, advisors, and obligations. Their demands keep escalating and competing for priority. All too often, they are forced to micromanage the various pieces of the financial management process.

MD&Co. is here to change all that. As your personal CFO, we work hand-in-hand with your chosen professionals to coordinate your activities and align them with your short and long-term strategies. Our goal is simple: to make your life easier, provide you with timely access to accurate information, and focus on your family’s unique interests and needs.

Your financial and personal objectives are different from your neighbor’s or the family down the street. MD&Co. understands. Our advisors comprehend where you want to go and align our approach and recommendations to your long-term goals. Among our areas of expertise are:

 Financial Management – MD&Co. simplifies your life by managing your day-to-day financial obligations – including your bills – and providing your with critical monthly expense summaries as well as reports of net worth, cash flow, and consolidated investments.

You and your family can rest assured that your most important documents – wills, insurance policies, trust agreements, birth certificates, bank account information, and more – will be organized in a save environment.


Tax and Accounting Services – One of our goals at MD&Co. is to help you legally keep more of what’s rightfully yours. Our accounting professionals maintain complete books and records and provide tax planning strategies and tax preparation services for:

  • Individuals and families
  • Private foundations
  • Family limited partnerships
  • Estates and trusts
  • Payroll filings for household employees


Estate Planning and Administration – With just a little advanced planning, you can help ensure that your estate is passed on to those you care about, without being eroded unnecessarily by estate and gift taxes. Working with your estate attorney, we assist in arranging for seamless wealth transfer to the next generation.


Retirement Planning – The U.S. Department of Labor has determined that you need 70% of your income to keep up with the current living standards upon retirement. We work cooperatively with your investment professional to help you build, manage and retain your assets by putting together a retirement roadmap. In addition, our tax team can provide guidance on IRAs, Roth IRAs, and other Retirement Plans.


Asset Protection and Insurance – Financial emergencies can occur and we can help ensure you are protected. Our licensed insurance professionals perform forensic reviews of your existing insurance policies and provide recommendations toward improving coverage or cost. We also assist in the selection of life, disability, and personal liability insurance protection.


Personal Family Office Services – Our comprehensive family office services range from rental property management to personalized concierge services so you can free up more time and concentrate more on your family and the other goods things in life.

Family Office Services Overview- Family Office Overviewdownload the pdf