An integrated, collaborative approach
to building your legacy.
We understand the path to building a lasting legacy can be populated with unexpected obstacles and extraordinary opportunities. Decisions made today can impact generations of loved ones and we recognize the importance of balancing demands like growing a deep investment portfolio, cultivating philanthropic opportunities and instituting a reliable family governance structure.
To meet the unique needs and goals of ultra-high-net-worth individuals and families, MGOWA has established the Private Client Group. This highly-specialized group of advisors is focused on providing world class resources and expertise and exclusive opportunities for investment and capital growth to our highly-vetted clients—all delivered with focused, personal attention.
Putting your financial and personal values first.
There’s no “one-size-fits-all” approach to wealth management. That’s why our Round Table of Advisors approach begins with gaining a precise understanding of our client’s singular values and aspirations.
From that foundation, we review accounts, goals and objectives from the perspective of each professional; your tax advisors, estate planners, business managers and attorney. Through increased communication and visibility, we strive to ensure that the advice from all of your advisors is coordinated to achieve your objectives.
The result is a holistic, highly-tailored strategy that encompasses the full spectrum of our client’s financial matters. With all advisors embracing a common goal, the results far exceed the product of even the best professionals working in isolation.