As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.
Whether you’re buying or selling, you need to capitalize on every opportunity to maximize your return. With our support you can manage risk and uncover opportunities through every stage of the deal.
To elevate your organization into a market leader, you need to actively seek value and optimize performance everywhere there is opportunity. Excellence throughout core business functions is what will separate you from the rest of the pack.
Bringing Confidence and Clarity to Your Financial Life
You’ve worked tirelessly to achieve your success, dedicating time and energy to building the life you’ve envisioned. Now, as you focus on preserving and growing your wealth, you aim to create a legacy that reflects your values and secures your future.
At MGO, we bring confidence and clarity to every aspect of your financial life. From strategic tax planning, compliance, and estate structuring to business management services (like budgeting and cash flow management) to private wealth solutions (such as investment planning and insurance reviews), we provide a comprehensive range of services designed to simplify complexities and deliver results.
Our approach starts with a deep understanding of your story, values, and priorities. By integrating tax planning, financial strategy, wealth management, and succession planning, we create a unified strategy tailored to your goals. Whether you’re navigating major life transitions, managing a family business, planning for the next generation, or improving your tax position, we provide solutions that allow you to focus on what matters most.
Knowing your financial affairs are handled by experienced professionals gives you peace of mind. Together, we will help you simplify today’s challenges and build a secure and prosperous future that honors the legacy you’ve worked so hard to create.
Private Wealth Management
Take control of your financial future with personalized strategies that simplify complexities and reflect your values. Our solutions are designed to address every aspect of your financial life, helping you make informed decisions and achieve your long-term goals.
Goal setting, planning, and oversight: Develop personalized financial goals and implement a comprehensive plan to achieve them, with ongoing guidance and oversight to help you stay on track.
Investment management: Tailored investment strategies to help grow and protect your wealth — including portfolio management, risk assessment, and diversification to align with your priorities.
Estate planning: Create a detailed estate plan to distribute your assets according to your wishes while helping to reduce tax liabilities and legal complications for your heirs.
Life transition planning: Experienced guidance through major life changes — such as retirement, inheritance, or selling a business — providing stability and confidence during critical transitions.
Insurance and risk management: Evaluate, implement, and manage insurance solutions to help safeguard your assets and mitigate financial risks.
Private banking: Access exclusive banking services, including bespoke solutions and personalized financial advice tailored to your unique needs.
MGO’s tax planning solutions help you navigate complex regulations, reduce tax burdens, and achieve tax-efficient strategies tailored to your goals. Whether you’re managing personal or business-related tax concerns, we provide clarity and confidence in all aspects of tax compliance and planning.
Individual tax compliance: Verify compliance with federal, state, and local tax regulations while mitigating liabilities and avoiding penalties.
International tax planning: Navigate the complexities of cross-border tax laws and develop strategies to refine your global tax position.
Business impact planning: Assess and plan for the tax implications of critical business decisions, mergers, and acquisitions, with a focus on enhancing tax efficiency at every stage.
Estate tax: Implement strategies to help manage estate taxes and protect wealth transfers to future generations.
IRS representation: Professional support and representation in IRS audits, disputes, and other interactions to reduce stress and safeguard your interests.
Real estate analysis: Tax-efficient strategies for real estate investments and transactions, including structuring deals to help increase returns.
Cross-border tax: Guidance for managing tax obligations across multiple jurisdictions to maintain compliance and reduce exposure.
State residency planning: Plan for state residency changes to enhance tax benefits and meet long-term financial goals.
Business Management
Simplify the complexities of managing your business finances with tailored strategies designed to create efficiency, reduce risks, and drive growth. Whether you’re an entrepreneur, business leader, or managing a family office, our solutions provide the clarity and support you need.
Budget planning and management: Create and oversee budgets that drive financial stability, support strategic goals, and promote long-term sustainability.
Bill pay and cash management: Streamline bill payments and improve cash flow with tailored solutions designed to keep your operations running smoothly.
Real-time reporting and communication: Gain access to up-to-date financial reporting with clear communication that keeps you informed and in control.
Personal CFO services: Comprehensive financial management solutions tailored to your unique needs, providing the oversight and insight of a dedicated financial professional.
Insurance consulting and risk management: Conduct in-depth insurance reviews and implement risk management strategies to help protect your business and personal assets.
Family Wealth Solutions
Preserving family wealth is about more than financial management — it’s about building a legacy that reflects your family’s shared vision and values. At MGO, we offer personalized solutions to simplify wealth transfer, guide succession planning, and empower future generations to steward your legacy with confidence.
Family mission, vision, and values: Define and document your family’s mission, vision, and values to guide financial decisions and create alignment across generations.
Estate and trust planning: Develop and manage trusts and estate plans to support the efficient transfer of wealth while helping to reduce tax liabilities and avoid legal complications.
Family harmony and succession planning: Facilitate open and transparent family discussions to foster collaboration, resolve conflicts, and support seamless transitions during succession.
Family tree and generational education: Equip future generations with wealth management principles and the tools they need to take on leadership roles as responsible stewards of your family’s legacy.
Strategic Advisory Services
Navigate complex decisions with confidence using MGO’s strategic advisory services. We work closely with business leaders, entrepreneurs, and family offices to address key challenges, align priorities, and develop actionable plans for growth and stability.
Leadership transitions: Guide leadership changes, whether in family businesses or professional organizations, to promote continuity and alignment with long-term goals.
Operational optimization: Identify inefficiencies and implement strategies to help streamline workflows, improve decision-making, and increase profitability.
Change management: Support organizations and families in navigating transitions such as mergers, acquisitions, or restructuring, with an emphasis on minimizing disruption.
Organizational alignment: Help families, leadership teams, and stakeholders align around shared goals to enhance collaboration and accountability.
Risk management and resilience planning: Develop plans to prepare for and mitigate risks, helping to safeguard your organization against economic, operational, or external uncertainties.
As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.
Sarbanes-Oxley (SOX) and System Organization Controls (SOC)
Regulatory risk
Operational risk, compliance, and controls
Fraud risk assessment
5th Annual Global Operations Center
Meet MGO India
MGO India is the cornerstone of MGO’s expanding global operations. Our Global Operations Center (GOC) enables us to provide you with continuity, scalability, and integration. The GOC leverages MGO’s pool of highly talented professionals, leading-edge technology, and processes within a secure digital work environment.
Integration with the GOC provides you with the opportunity to focus on your core business, solve capacity issues, enhance productivity and overall service quality, reduce costs, and achieve long-term sustainable goals.
Put your profits back where they belong: driving expansion and innovation for your organization. With experienced guidance credits and incentives can be a powerful tool for fueling your growth.
Leaders ready to serve you
As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.
Today’s interconnected digital world brings vulnerability to the increased risk of cyber fraud, theft, and abuse. These cyberattacks are inevitable — it’s not a matter of if your organization is attacked, but when.
Protect your organization from cyber threats
This cybersecurity breach road map and checklist is designed to give you the essential steps necessary to mitigate an attack within the first 24-hours — so you stay compliant and ensure you’re back to business as quickly as possible after an attack.
The right technology solutions must support every function within your organization. We’ll help identify, implement, and support the right tools for you.
The power of connectivity
Opportunity moves at the speed of light and you can’t be slowed down by your tech stack. We’ll help optimize performance so you can do business anywhere and anytime.
Digital agility achieved
Stay ahead of emerging threats and the competition, with technology tools engineered to boost enterprise performance.
As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.
Improve the effectiveness of controls, risk management, and governance practices to attain superior performance management enterprise risks. Our solutions are powered by accounting best practices. We support compliance with a multitude of standards, including AICPA, Yellow Book and GASB.
Cybersecurity and IT Risk Services to Protect Your Business
Cybersecurity doesn’t have to be expensive or overwhelming. MGO helps growing businesses get started with established, affordable IT risk and control strategies that build protection — and trust — from day one.
As digital transformation accelerates growth, it also exposes businesses to increasing cyber threats and compliance gaps across cloud, third-party, and internal systems. MGO’s Cybersecurity and IT Risk Advisory services are tailored to help your organization proactively identify vulnerabilities, strengthen security strategy and posture, and align with evolving regulatory demands.
Whether you’re navigating new standards or regulations, SOX readiness or compliance, or simply aiming to mature your IT and security governance, our team brings practical experience and real-world insight to help you secure your environment — without slowing down innovation.
Minimize risk to power performance
Assess Your Cyber Readiness
Take a proactive stance to reduce risk from evolving cyber threats. Our program development and assessment services identify hidden risks, evaluate your readiness, and lay the foundation for a stronger security posture.
Cybersecurity Program Strategy and Risk Assessment: Evaluate exposure to internal vulnerabilities and external threats, and assess alignment with security program leading practices. Leveraging industry standards such as NIST CSF, build an actionable roadmap to achieve goals and close identified gaps across people, processes, and tech.
Network and Cloud Visibility Assessment: Identify blind spots across on-premises, hybrid, and cloud environments.
Compliance and Framework Readiness (NIST 800-171, HIPAA, ISO 27001, SOC 2): Benchmark your cybersecurity program against industry frameworks and audit requirements, especially emerging regulations such as CMMC, NIS2, and DORA.
AI Strategy: Leveraging NIST’s AI RMF, build out standards and policies for your organization’s use of artificial intelligence.
Third-Party Risk Management Solutions: Build a program to identify, manage, and evaluate your suppliers and vendors (and their nth parties) on an ongoing basis.
Protect and Defend Against Active Threats
Strengthen your defenses with security tools and active threat detection techniques that test and validate your systems before attackers do.
Vulnerability Management: Identify, prioritize, and resolve weaknesses across systems, networks, and applications.
Technology Rationalization: Eliminate tool sprawl by aligning your tech stack with actual risk exposure and performance needs.
Penetration Testing: Conduct simulated attacks to reveal real-world paths into your environment.
Ransomware Readiness Assessment: Gauge your preparedness to detect, contain, and recover from ransomware attacks.
Be Ready to Respond
Establish processes and procedures to help you respond to and recover from cyber threats and incidents, and feed learnings back into your program.
Incident Response Planning: Create and test structured plans to contain and recover from cybersecurity incidents efficiently and confidently.
Business Continuity and Disaster Recovery (BC/DR) Strategy: Design robust strategies to maintain operations and protect critical assets in the face of cyberattacks or unplanned outages.
Security Awareness Training: Equip your team with practical knowledge to recognize and respond to everyday threats like phishing, social engineering, and insider risk.
Refresh Policy and Procedures: Establish clear, actionable policies and controls that support compliance and operational effectiveness based on leading practices.
Core IT Risk Advisory Services
IT Governance and Risk Assessment: Comprehensive review of IT systems, internal controls, and organizational risk exposure.
Security Architecture and Controls Review: Assess physical and digital security layers, from perimeter defenses to future-state technologies.
Third-Party Risk Management: Evaluate vendor ecosystems for cybersecurity, compliance, and business continuity risks.
HIPAA Compliance Services: Review security and privacy safeguards, and build a HIPAA-aligned compliance program.
Cloud Security and Control Frameworks: Assess cloud-based systems against recognized frameworks to improve resilience and compliance.
IT SOX Compliance Support: Validate and support your IT controls for Sarbanes-Oxley compliance and audit readiness.
Cybersecurity IT Audit: Conduct independent audits to assess security posture, uncover gaps, and support regulatory alignment.
Managed risk is your reward
Cybersecurity Breach Roadmap
Today’s interconnected digital world brings vulnerability to the increased risk of cyber fraud, theft, and abuse. These cyberattacks are inevitable — it’s not a matter of if your organization is attacked, but when.
Protect your organization from cyber threats
This cybersecurity breach road map and checklist is designed to give you the essential steps necessary to mitigate an attack within the first 24-hours — so you stay compliant and ensure you’re back to business as quickly as possible after an attack.
Cybersecurity is no longer optional—it’s essential. Consulting partner Adam Wisnieski breaks down the Cybersecurity Maturity Model Certification (CMMC), why it matters, and what steps your organization needs to take to stay compliant.
Ready to navigate the complexities of CMMC compliance with confidence? Consulting partner Adam Wisnieski dives into why MGO is the trusted partner for organizations seeking clarity, security, and success in meeting Cybersecurity Maturity Model Certification (CMMC) requirements.
As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.
The manufacturing and distribution industry is marked by its dynamic complexity and evolving opportunities. Achieving strategic growth requires you to take a comprehensive approach. MGO offers tailored solutions through cross-functional teams to help you navigate the issues of today and position your company for success tomorrow.
You are continually navigating change, disruption, and evolving client demands. With tailored strategies and industry-specific insights, we can help you manage risk and seize opportunities so you can focus on delivering exceptional service.
In the dynamic real estate market, new opportunities demand quick action without losing sight of your long-term goals. From tax to consulting to assurance, we help you manage today’s complexities while building for tomorrow.
