A complete list of active advisors currently associated with Maci Family Office Advisors

Warmer can help you find a great advisor at Maci Family Office Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Maci Family Office Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.