Wealth Management

Our difference lies in the ability to truly empathize with our clients and their families, and therefore help run their estates, portfolios and wealth in a way that is completely aligned with their values and lifestyle.

Almost all of our clients and families have existing advisors; whether it is existing family office managers, private banking relationships or investment advisors. Our model is around not breaking what is not broken when it comes to wealth management; clients have the option, but not the obligation when it comes to using services in this area that we can provide.

We have been doing this successfully for years. It is the reason we are able to advise clients on the right banking partners and investment portfolios, consult with families and future generations on how best to enjoy their wealth. Through these historical relationships, we have built a network of diverse, sophisticated and well-heeled global capital investors now able in turn to nurture and empower other investment opportunities.

Our services include:
• Wealth Management and Investment Introductions
• Wealth Management Reporting and Administration
• Wealth Management Strategies through our Partner Networks

Wealth Management and Investment Introductions

Through our homegrown network of Investors, Angels, Funds and VCs, we make smart investing across a variety of asset classes accessible, low cost, transparent and enriching.

Wealth Management Reporting and Administration

Once invested, we are able to add value throughout the asset journey by reducing tax burdens, minimising the cost of debt, and optimising the portfolio according to market dynamics.

Wealth Management Strategies through our Partner Networks

Outside of supporting your investments portfolio, MFO offers Financial Advisory to individuals and families who wish to consolidate and secure their capital growth. Our Global partners are specially selected to offer consultancy in the key areas of wealth management.