Entrepreneurs and family business owners

You are involved with the creation, development and management of the business. Much wealth is housed within the confines of the company and outside liquidity is an issue, however ongoing dividend and other income is derived internally.

Common concerns

Too many new investment products and concepts, risk of financial loss, poor external advisory experience, creating lasting family legacy, and managing family monetary expectations

How we serve:

- Asset allocation and portfolio design
- Complete investment management of liquid assets including oversight of private investments
- Risk management and asset protection
- Insurance review, selection and oversight
- Personal financial planning
- Tax and estate planning
- Strategic, succession and liquidity planning
- Consolidated financial reporting
- Family governance including structure, investment policy and family meetings

The information contained on this site is only for U.S. citizens and is intended for informational purposes only. Nothing contained on this site constitutes an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of the securities described in any jurisdiction in which such an offer, solicitation or sale would be unlawful. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, advisory services are only offered to clients or prospective clients where Macian Wealth Management, LLC and its representatives are properly licensed or exempted. No advice may be rendered by Macian Wealth Management, LLC unless a client service agreement is in place with you. Diversification and asset allocation strategies cannot assure profit or guarantee against loss. Past performance is not an indicator of future performance.