Who We Serve
Expertise and Understanding
At MKD Wealth, we specialize in serving a diverse clientele of entrepreneurs, executives, high-net-worth families, and other successful people. We build custom financial solutions with a deep understanding of your unique challenges and guide our clients toward their financial goals with expertise and personalized care.
Entrepreneurs
As a family office for entrepreneurs, we intimately understand the challenges of entrepreneurship and running a business, including:
- Accessing wealth tied up in a company
- Thinking through succession planning
- Managing cash flow and financial liquidity
- Coordinating decisions with other advisors
- Deciding if and when to sell a business
Our team is here to do more than manage your wealth; we’re committed to standing by your side to assess opportunities, mitigate risks, and help you make informed decisions that align with your vision and values.
Executives
If you are an executive with a complex compensation package, we understand the unique financial landscape that you have to navigate, including:
- Managing long term incentive stock plans, options, other equity comp plans
- Planning for liquidity events and transitions
- Planning for estate preservation
- Minimizing tax liabilities and maximize wealth accumulation
High-Net-Worth Families
MKD Wealth specializes in serving high-net-worth families and individuals who have accumulated significant wealth, including:
- Managing the tax implications resulting from multiple income sources
- Managing diverse investments and assets to optimize returns and mitigate risks
- Managing liquidity issues that come with concentrated holdings
- Planning for multi-generational wealth transfer
- Coordinating decisions with other advisors
