MGO’s Private Client Services approach is focused on one purpose: simplifying your financial life to achieve your goals.
We start by gaining an understanding of your distinct story, values, and priorities. The life you envision for yourself, and the impact you expect to have on the world, serves as the blueprint for a custom financial plan – a single strategy that integrates and aligns all elements of your financial world.
We develop your financial plan by leveraging insight from MGO’s deep bench of specialists, incorporating best practices from wealth management, tax planning and structuring, estate and trust planning, and business management.
Unified as a single team and empowered by a holistic view of your financial past, present and future, we set your plan in motion to produce tangible outcomes that far exceed those of professionals working in isolation. Knowing that your financial interests are integrated and aligned delivers peace of mind and sets you on the path to enjoying the life you’ve worked so hard to achieve.
Private Wealth Management
Goal Setting, Planning & Oversight
Life Transition Planning
Insurance & Risk Management
Tax Planning and Structuring
Individual Tax Compliance
Business Impact Planning
Real Estate Analysis
State Residency Planning
Lifestyle Financial Management
Tax Planning & Minimization
Budget Planning & Management
Bill Pay & Cash Management
Real-Time Reporting & Communication
Family Wealth Solutions
Family Mission, Vision & Values
Estate and Trust Planning
Family Harmony & Succession Planning
Family Tree / Generation Education
Early Investment Opportunities
Brand Equity Partnerships
Global Family Office
Business Affairs Structuring
International Income Tax Planning
International Estate (Transfer) Tax
IRS Voluntary Disclosure Program
The complex and evolving marketplace creates opportunities to gain competitive advantage for the proactive and well-informed.
MGO’s leading team of wealth and business managers, and tax specialists regularly publish news, articles and thought leadership detailing emerging opportunities and risks focused on helping our clients lower their tax burden and achieve strategic growth.
Our people are the cornerstone of our success: a proven team of CFAs, CPAs and Advisors with expertise in fields that range from wealth management, tax planning, business management, real estate advisory, and more.
Discover what makes MGO a truly uncommon firm, our people.
We want to hear from you. If you have any questions about how our coordinated approach can supercharge your financial life, please don’t hesitate to reach out.