A family office built for private equity professionals

From capital calls to carried interest, we know what lies ahead. M3 Family Office may provide you with the financial blueprint to build generational wealth, make an impact, and pass it along.

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  • We work hard to make even small clients feel important. We are always willing to meet to explain (and re-explain) anything you need.

  • M3 Family Office aims to be a consistent and value-add advisor for the duration of our relationship.

  • M3 Family Office strives to be your trusted partner over the years we work together.

Private equity can be lucrative, but generational wealth is far from guaranteed

Between complex tax obligations, capital calls, and forecasting carried interest, there could be a mountain standing between you and your legacy.

M3 Family Office is embedded in the private equity industry. We’ll provide you with the financial operating system you’ll need to navigate difficult challenges that lie ahead. With our team at the helm for every twist and turn, you can spend more time enjoying the present.

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A family office built around your needs

Family office services

Whether it’s making capital calls, paying for college, or purchasing a vacation home, our team is here for you to help you navigate every need and financial challenge that comes your way.

Private equity services

We’re more than a traditional family office. We provide private equity professionals with the financial operating system to build their legacy and pass it on to the next generation.

Investment management

We believe that planning drives asset allocation, and a long-term and tax-advantaged approach is the best way to offset the risk in your portfolio.

Trust & estate planning

You’re at the prime of your life. Is now the time to think about your estate? For those in private equity, yes. Tax obligations and illiquid assets may lead to complications down the line. We’ll provide a plan to make sure your estate lives on with the next generation.

Life insurance

Life insurance is a contract that offers both financial security and peace of mind. With it, you get instant liquidity, whether that’s supporting your family’s financial needs, providing necessary cash to cover estate tax liabilities, reducing your tax burden, or funding a trust to minimize your estate tax burden.

Tax planning

There’s little worse than an unexpected tax bill, and that can happen often with the complex pay structures of private equity. We’ll help you navigate every turn to minimize your tax burden.

Why M3 Family Office?

Private equity is in our DNA

We get private equity. We’ve catered to founders in the industry and have extensive experience with top-tier private equity firms, making us uniquely centered in your world and able to support you through every hurdle you face.

We make life simple

Life is complex enough; your financial plan shouldn’t burden you with more work. Between our private equity expertise and concierge family office services, you can trust us to help you navigate every challenge.

Technology-enabled, human-empowered

We leverage leading technology platforms to streamline your investment planning, financial forecasting, and estate planning so you can focus more on the present while we work with you to craft the future.

FAQs

You have questions, we have answers.

  • We get private equity. We’ve worked in and around private equity for decades and can give you the financial operating system to turn your career into a legacy.

  • Beyond “knowing private equity,” there’s the fact that we’ve catered to founders in the industry for years, can provide you with detailed financial forecasts to estimate your carried interest, and know the ins and outs and everything in between that you’ll encounter in your financial plan.

  • We specialize in the unique challenges of private equity, however we have experience helping a variety of individuals from many walks of life. Schedule a call to review your financial plan and see how we can help.

  • We built a proprietary forecasting model that connects to a private dashboard we built for each client. Based on your fund structure, return assumptions, and waterfall mechanics, this dashboard projects future carry across multiple scenarios, years in advance.

  • Planning drives your asset allocation, not the other way around. Whether it’s money you need now, in the near term, or in the long run, we’ll steer you towards an allocation that makes sense and reduces stress rather than adds to it.

Chart your course with confidence

Take the first step toward simplifying your wealth plan and legacy by scheduling a call with our team.

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