Keeping Wealth in the Family for Generations
Keeping Wealth in the Family for Generations
Keeping Wealth in the Family for Generations
Keeping Wealth in the Family for Generations
Multi-Generational Wealth
Value-Driven Solutions
Professional Guidance
Liaison Expertise
Keeping Wealth in the Family for Generations
Keeping Wealth in the Family for Generations
Keeping Wealth in the Family for Generations
Keeping Wealth in the Family for Generations
Keeping Wealth in the Family for Generations
Multi-Generational Wealth
Value-Driven Solutions
Professional Guidance
Liaison Expertise
Independent Consultants and Liaisons
As independent financial consultants and liaisons, we play a crucial role in managing and coordinating complex financial affairs. We provide unbiased, expert advice, act as a bridge between different parties, and help clients navigate their financial journeys with confidence and clarity. This ensures that our clients receive seamless execution and management of their advanced financial strategies.
Collaboration
We collaborate with both domestic and international clients, including organizations, executives, leaders, and teams, to address organizational and operational challenges.
Our Focus
Financial Diagnostic
Financial Diagnostic
Financial Diagnostic
Private clients and business owners have unique financial needs that require advanced, sophisticated strategies. An Independent Financial Consultant and Liaison offers the dual benefit of expert financial planning and strategic coordination, ensuring that complex financial goals are achieved efficiently and effectively. Whether it’s weal
Private clients and business owners have unique financial needs that require advanced, sophisticated strategies. An Independent Financial Consultant and Liaison offers the dual benefit of expert financial planning and strategic coordination, ensuring that complex financial goals are achieved efficiently and effectively. Whether it’s wealth preservation, tax optimization, or business succession, our expertise helps clients navigate the complexities of high-level financial management with confidence.
Creating a Legacy
Financial Diagnostic
Financial Diagnostic
By combining innovative tax solutions with comprehensive risk management and tailored succession plans, we ensure our clients financial stability and legacy.
Whether it's optimizing tax outcomes, managing business transitions, or creating robust family wealth plans, MVPL delivers strategic guidance for lasting success.
Strategic Focus
Financial Diagnostic
Strategic Focus
With a focus on preserving wealth and ensuring long-term success, MVPL's seasoned strategic consultants specialize in tax risk analysis, task risk mitigation, and business succession planning. Drawing on years of experience, we work closely with clients to navigate complex financial, operational, and succession challenges, providing perso
With a focus on preserving wealth and ensuring long-term success, MVPL's seasoned strategic consultants specialize in tax risk analysis, task risk mitigation, and business succession planning. Drawing on years of experience, we work closely with clients to navigate complex financial, operational, and succession challenges, providing personalized, concierge-level service.
MVPL'S expertise extends to advanced trust and estate planning strategies, helping families protect and grow their wealth across generations.
Estate Discount, Tax and Liability Diagnostic
Are you strategically managing the value of your assets to protect your wealth from excessive taxation? Have you explored ways to enhance tax efficiency and liquidity within your estate? Do you aim to ensure maximum protection for your heirs?
Business Tax and Liability Diagnostic
Are you aware of the tax and liability risks hidden within your business agreements? Have you taken inventory of your legal documents, including buy/sell plans, golden handcuff plans, profit incentive plans, and tax returns? Are you prepared to avoid unnecessary costs from triggering events caused by improper documentation through a thorough business or financial diagnostic?
Bankruptcy and Liability Diagnostic
What can you protect? How do you know you have maximized the use of your federal exemptions to protect your assets from lawsuits and bankruptcy? A business diagnostic or financial diagnostic will reveal your exposure.
Current Life Insurance Portfolio Diagnostic
Are you aware that insurance companies have been arbitrarily raising expenses within policies, particularly for policyholders over age 60? These expense increases can significantly erode a policy’s cash value and may even cause the policy to lapse without notice. Wouldn’t it be wise to conduct a financial diagnostic assessment of your options now, before this happens, to ensure you have a plan in place?
Contact US
Reach out for a discovery meeting with us to discuss your financial goals and needs.
We will promtly return your call, text or email. We are looking forward to speaking with you.
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