In its ongoing commitment to proactive client services, Mayer CPAs has unveiled the launch of their new division, Mayer Family Office (MFO). MFO specializes in the design and implementation of customized strategies regarding lifestyle and financial goals to allow clients to fully enjoy the benefits of wealth.
Headquartered in Woodbury, Mayer Family Office is a concierge family office and lifestyle management company serving high net-worth individuals and their families. MFO provides solutions held to the highest professional standards that align financial and lifestyle objectives.
"While we have always provided these services to our clients, we are excited to expand the division and capabilities we offer our clients," said Stuart Mayer, CPA and partner.
From bill payments to insurance needs, MFO will handle the tedious processes that come with handling finances, and allow you to enjoy everything else that life has to offer. MFO will work together with a client's lawyers, bankers, insurance agents and investment advisors to make sure that everyone involved in the team is working with the correct financial information.
"MFO coordinates and manages a wide-range of needs from the areas of tax, philanthropy, estate planning and cash management," said Robert Mayer, CPA and partner. "Ensuring seamless integration and effective oversight of all functions."
MFO does not manage or allocate investments, but will serve as an advisor to assist in evaluating important investment decisions. This means that MFO is independent and can provide an unbiased opinion in advising regarding investments.
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