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Maci Family Office Advisors

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About

Maci Family Office Advisors is a fee-only multi-family office that provides comprehensive wealth management and family office services to affluent families, family offices, individuals, foundations, trusts and closely held businesses. Its service set includes investment management (discretionary and non-discretionary), personal CFO and concierge services, trust and succession advice, philanthropic administration, and cash flow and expense management.

The firm’s investment approach is asset-allocation driven and emphasizes broad, low-cost passive exposures via institutional mutual funds and ETFs, global diversification across many asset classes, and disciplined rebalancing and tax-aware asset location. Maci documents client objectives with written investment plans and IPSs and typically constructs multi-asset portfolios (10–20 asset classes) rather than recommending direct holdings in individual securities.

What distinguishes Maci from many similarly sized supported firms is its willingness to offer performance-based fee arrangements to qualified investors, a fee structure that is uncommon among peers and which the firm addresses through stated policies to mitigate conflicts of interest. The practice of operating a relatively small, fee-only multi-family office (managing a modest asset base for a limited client roster) while also advising on a wide spectrum of investments — including private equity, real estate, trust-deed lending and litigation financing — and expressly rejecting soft-dollar and outside compensation arrangements is notable in the brochure.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management Business succession planning Charitable giving & philanthropy Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Executive Founder/Business Owner Financial Professional

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Fee options

Percentage

$0+: 1% annually for discretionary accounts (billed quarterly at 0.25%) $0+: 1.5% annually for non-discretionary accounts (billed quarterly at 0.375%)

Project-based

Hourly fees range from $200 to $1,500 per hour depending on scope and complexity

Performance-based

Performance fees typically 10% to 25% of net profits annually for qualified investors with at least $2,000,000 under management

Other

Account minimum: $2,000,000 Minimum fee: Minimum quarterly fee: $2,500 for discretionary accounts; $3,750 for non-discretionary accounts Fee-only: Fee-only RIA compensated only through client fees; no commissions or other compensation received

Main office

110 East 42nd Street, Suite 1508

New York NY 10017

Advisors at this office

1

Most active in

New York

Also doing business as

Maci Capital · Maci Capital Solutions Inc. · Maci Family Office Advisors

Disclosures

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Business activities & affiliations

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