Planning drives your asset allocation, not the other way around

You can’t consistently beat the market, but you can ride out the bulls and the bears while building a tax-advantaged portfolio that balances out your PE positions, grows with the economy, and sets your legacy up for success.

  • 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.

Time in the market,
not timing the market

Diversified

We will help you strategically balance your portfolio to mitigate the risk brought on by your firm’s investments. 

Tax-advantaged

Through gifting strategies and direct indexing, we can help you reap tax benefits from your portfolio.

Strategic

Private equity professionals can and should invest differently. We factor in complex cash-flow needs, capital calls, and tax strategies to balance out the risk in your portfolio.

The M3 “3 Bucket” approach to wealth management

You can’t beat the market, but you can take a common-sense, no-nonsense approach to your investment plan.

Earn interest on liquid cash in the highest-yield money market accounts available

The money you need at a moment’s notice, whether for capital calls, tax payments, tuition, or future expenses. We recommend keeping this money in the highest-yielding money market account that we can provide.

Lock-in rates (and tax savings) with a Treasury ladder

The money you need in the near term should be shielded from equity risk while still given a chance to grow. With a process for a Treasury ladder, you can lock in current rates (and skip state income taxes).

Grow with the economy through diversified index investing

Whether it’s a bear or bull market, we recommend a diversified, low-cost, and tax-advantaged approach that grows with the economy and diversifies against your firm’s positions.

Invest your way with M3 Personalized Indexing

M3 Partners With Vanguard to Offer Personalized Indexing

Personalized indexing attempts to automatically replicate any index of your choice with minimal tracking error, allowing you to:

  • Reap tax losses within an index to offset income

  • Tilt your portfolio to offset sector exposure

  • Align your portfolio with your core values

Rather than try to outsmart the market, take advantage of opportunities within an index.

Powered by leading investment management technology

We take a technology-enabled and human-empowered approach to investment management that brings in the right blend of of personalized service for every client.

Chart your course with confidence

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