Family office services designed for private equity

We’re more than a family office. We’re embedded in the private equity industry and serve as a financial partner and trusted resource for you and your family. 

  • 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 is in our DNA

Private equity professionals need more than a cookie-cutter Family Office.

You need a financial partner who understands the unique challenges you face and can help you navigate each one on the path to building your legacy. 

We get PE. It’s in our DNA. That allows us to take a customized, nimble, and entrepreneurial approach to wealth management that can adapt to your needs, family, and legacy. From forecasting your carried interest to purchasing a home and everything in between, we’re here to guide you.

How M3 Family Office can help

Our suite of family office services include

Financial and net worth reporting

Tax planning

Investment management

Lifestyle management

Trust and Estate planning

Life insurance

Credit and lending strategies

Concierge services

Giving and philanthropy management

Cash flow management

Carried interest forecasting

Capital call coordination

We didn’t reinvent the family office, we just reimagined it for private equity

You don’t pick up a screwdriver to hammer a nail into the wall, you don’t cut a steak with a spoon, and you don’t work with a generalist Family Office to navigate co-capital calls, liquidity gaps, and carried interest. 

We cater to private equity because we are embedded in your industry and can help you navigate every challenge.

Chart your course with confidence

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