MAI has the people, systems and infrastructure to handle personal and business bank transactions, including payroll services. These include payments, wire transfers, retirement plan deferrals and the coordination of all personal and business expenses, reported monthly on their general ledger. This service can be extended to personal foundations and service corporations.
Founded on a handshake, and for nearly 50 years since, MAI’s mission is to service every client’s financial management needs in the most personal, professional, and comprehensive way possible, and to provide each client with an individualized game plan for life.
Comprehensive Wealth Management Services
MAI ensures that clients receive the insurance service and protection they need. MAI advises on and coordinates property and casualty coverage, life insurance, appropriate personal and commercial liability coverage and all other coverage dictated by the client’s financial plan. Many clients require specialized insurance for aircraft and non-owned auto insurance for travel.
Seasoned tax professionals are fully capable of handling the complex international, federal and multi-state issues that arise from various compensation structures and multiple residences. MAI’s internal tax group prepares U.S. and Canadian tax returns on an annual basis and coordinates necessary international tax filing requirements as well as audit representation as needed. The tax group works closely with account executives to review quarterly tax projections and plan for any major financial transaction such as aircraft ownership, foundations, and business transactions.
MAI’s account executives coordinate an authentic financial planning process for each client and implement that plan with support from their specialized service departments. They actively monitor financial activities for clients including receipt of income, expenses, and stock options. They consult and advise on clients’ financial transactions and provide a summary of their financial progress. A terrific plan is only of value if it is actually implemented. We have the multi-generational planning experience, tools and techniques to implement strategies in coordination with your attorneys.
MAI is registered as an investment advisor (RIA) with the Securities and Exchange Commission and manages over $7.3 billion of client assets as of June 30, 2020. A team of investment professionals and wealth managers develop and implement an appropriate asset allocation model for each client. MAI has the capability to find, use, and monitor managers across a wide range of asset classes within equities, fixed income and alternatives.
We meet the client where they are in their professional, financial and personal lives. Our relationship and service delivery go well beyond the traditional model; clients become extended family. Our clients are our focus, our passion and our priority.