Family Office for Successful Entrepreneurs and Multigenerational Families
Stop financial worry, time pressure, and uncertainty
Building extraordinary wealth is only part of the journey. Managing it brings complexity, especially as you look toward exit planning and stewarding your assets to maximize your impact.
Questions that may weigh on your mind:
- Am I truly financially independent or am I just one downturn away from trouble?
- What is the best strategy for exiting my business and how will I know when I’m ready?
- How can I both protect and prepare my family for wealth transfer?
- Am I utilizing the most effective strategies to minimize taxes?
- Will my investments serve my long-term vision and values?
- How can I use my team of advisors more efficiently so I can reclaim valuable time?
Without the right partner guiding you, you may lack confidence in your financial future and feel trapped despite your wealth.
Help your wealth span generations
With significant wealth comes the responsibility of stewardship. The reality is that wealth, without proper guidance, communication and strategy is often lost by the third generation (1). That’s why MKD Wealth partners with families to manage complexity, facilitate family conversations, and prepare the next generation for the wealth you’ve worked so hard to build.
(1)Roy O. Williams and Vic Preisser, Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values (Bandon, OR: Robert D. Reed Publishers, 2014).
A Family Office for Entrepreneurs by Entrepreneurs
At MKD Wealth, we understand managing and balancing your business, family and wealth needs. That’s why we go beyond traditional financial advice and wealth management to offer a family office experience that brings clarity, coordination, and confidence to every decision. Get what you really want from your wealth as we guide you throughout our unique approach:
Bringing it all together so you don’t have to
We handle the complexities of your financial life so you can focus on what matters most. From business exit planning to legacy design, we bring together the elements of your wealth with intention and care. The result: a clear path forward, and the freedom to use your success to support the people and purposes you care about most. Your Family Office experience may include:
Partner with MKD Wealth
Getting started is simple. Let’s have a conversation to see if our approach aligns with your needs and see if we’re the right fit to help you achieve your goals.
Here’s How it Works:
1. Schedule an Introductory Call
We’ll meet to see if we’re the right fit – we want to learn about you, your business, your family and what matters most to you.
2. Receive Your Personalized Wealth Strategy
You get a tailored plan that considers your status quo, aligns with your vision, values, and goals, integrates your team, and helps you transform your wealth into what matters.
3. Live With Confidence
You’ll enjoy peace of mind knowing your wealth strategy is clear, collaborative, and working for you.
We Speak EOS
Do you run your firm on EOS? We do, too.
We understand Visionaries and Integrators. We set Rocks and build 90-day plans. And we know how to align your personal financial strategy with your business’s Traction Goals. When we sit down together, we’re already speaking the same language.
