MLR

Family Office

A family office relationship at Maxwell Locke & Ritter incorporates a comprehensive approach to providing a blend of services tailored to care for your family’s financial well­being. The strength of our family office services comes from our dedicated team. You will benefit from their years of experience in bookkeeping, tax planning, estate planning, succession planning, portfolio accounting and all the services needed to manage your family’s finances. Our complete line of resources provides continuity of services and security safeguards to reduce the risk of fraud and provide asset protection. We give you peace of mind and the time to concentrate on what you value most.

Specific Services:
  • Tax Compliance, Planning & Preparation
  • Portfolio Accounting
  • Bookkeeping & Bill Paying
  • Financial Reporting
  • Cash Needs Management
  • Estate & Wealth Transfer Planning
  • Financial Concierge Services
  • Data & Document Management

WANT A SECOND OPINION ON YOUR COMPANY RETIREMENT PLAN?

Our affiliate, ML&R Wealth Management, can serve as a single point of contact for you and will coordinate your other plan service providers, such as the record keeper, third party administrator and custodians.

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