Frictionless estate planning to help you worry less about tomorrow

Private equity presents unique challenges to planning your estate, but we take a technology-enabled and human-empowered approach to navigate tax challenges and liquidity gaps to ensure your legacy is passed on in confidence. 

  • “M3 strives to make even small clients feel important. They are always willing to meet and explain (and reexplain) any areas I may not grasp.”

  • "M3 Family Office has been a consistent and value-add advisor for the entire time I've known them."

  • "Since the beginning, the M3 team has become a trusted partner over many years of working together."

  • "M3 has been indispensable as an advisor to my family and trustee of over a decade. They've been a guiding force in my family estate, insurance and trust planning and my personal financial management."

  • "M3 is an indispensable part of my team including my personal attorney, my CPA, my estate planning legal specialist, my main investment team and my private bankers. They are knowledgeable and have been very good to work with."

Your Estate is More Than Assets.
It’s Generational Wealth That Shapes the Future of Your Family

Traditional Estate Planning

Traditional Estate planning often plans for the “how” of transferring assets to the next generation, but may not prepare the next generation for the responsibilities associated with the wealth.

This often results in unprepared inheritors of family wealth and may lead to disputes over the future of family assets.

Generational Wealth Planning

Generational Wealth planning goes beyond traditional estate planning.

It helps families align their family wealth with their family values. It enables families to use their time, talent, and treasure to advance from financial success to personal significance.

When should you start planning your estate?
Today. With the right tools, it’s easier than you’d think.

A career in Private Equity presents key estate planning challenges other people won’t experience:

  • Highly valued illiquid assets

  • Liquidity gaps

  • Complex tax obligations

Your estate and family wealth are not just a matter of dollars. It’s the human intellectual and financial capital of your family.

Without careful planning and stewardship, a hard-earned fortune can easily be dissipated within a generation or two. Long-term wealth preservation that can last one hundred years comes down to your philosophy, family mission statement, and governance.

To start the journey, click the button below to fill out your free estate questionnaire.

Your estate may be complex, but planning it can be simple

Technology-enabled

M3 Family Office partners with leading technology platforms to provide a seamless and frictionless experience for planning your estate and is with you every step of the way as that plan needs to change. 

Pass it on with confidence

Pass on your legacy in confidence that it will stay with your family and be put to good use. We’ll equip you and your family with the financial smarts needed to manage your wealth.  

100% online

Draft a will, sign it, and get it notarized entirely online. You’re busy, so why take up valuable time during your day for something that can be automated and fit into your schedule and not the other way around.

Make an impact

Whether you want to give during your lifetime or make an impact after you are gone, we can help you manage and build a philanthropy strategy.

Advanced tax strategies

We’ve developed strategies and financial vehicles to ensure your life’s work remains with your family and your legacy lives on.

Powered by leading estate planning technology

M3 Family Office is proud to partner with Vanilla to provide a frictionless and painless solution to estate planning.

Build your will and estate plan online and we’ll work with you to ensure your legacy is set up for success and lives on well past your own lifetime.

M3 Advisory Group LLC is a Registered Investment Advisor. Estate planning services may be offered through Vanilla.com. Vanilla.com and M3 Advisory Group LLC are not affiliated.

Build your estate plan today

Painless estate planning - is it possible? See for yourself by building a will and estate plan in minutes, not months.