THE M+ ADVISORY MODEL
Private Client Services
We are a trusted partner for a select group of successful individuals + families, guiding decisions with the care, discretion, and creativity that complex wealth demands.
Our Services
Empowering founders, entrepreneurs, + ultra-affluent families to master their wealth and streamline life’s financial complexities.
You achieved your position in life through a mix of measured moves, hard-won wisdom, and carefully cultivated relationships. That’s exactly what we use to build the strategies designed to transform your intentions into plans, and dreams into legacies.
Each client sits at the center of a circle of experience, insight, and connections: Our in-house experts serve a full spectrum of wealth, business, and life planning needs, complemented by a meticulously curated network of specialists to augment our knowledge when required. This powerful combination means every strategy is aligned with your vision, and every solution is unique to your needs.
Tax Strategy + Compliance
High-level success demands precision — not guesswork. We design multi-jurisdictional, tax-efficient strategies that reduce drag and optimize outcomes across all your entities. With a deep command of complexity, we ensure you’re always in position, never on defense.
Estate + Entity Structure
Wealth without structure is vulnerable. Our individualized estate and entity planning fortifies your legacy while aligning with evolving tax law, family dynamics, and cross-border considerations. Every decision is deliberate — built to preserve, protect, and pass on with clarity.
Strategic Business Planning
Your business is your engine — let’s fine-tune it for what’s next. We help founders build resilient structures that scale, pivot, and perform. From ownership frameworks to cash flow alignment, strategy is always intentional.
Personal Financial Planning
Your personal balance sheet is a reflection of decades of execution. We bring it into focus, aligning cash flow, debt, liquidity, and long-term goals through intelligent, dynamic planning. This isn’t budgeting — it’s curation for your financial life.
Risk Management + Protection
We protect empires, not just assets. From key-person insurance to multi-layered liability coverage, we analyze and mitigate exposures across your personal, professional, and investment worlds. The goal: eliminate blind spots before they become headlines.
Wealth isn’t built by chance — it’s engineered. Our investment philosophy blends long-term discipline with tailored strategies that reflect your ambitions, values, and timelines. We measure performance by factors beyond return.
Document + Data Management
Information is leverage — only if it’s accessible, secure, and organized. We create intelligent systems that consolidate your critical records, reduce friction across advisors, and support fast, informed decisions. In a world of clutter, we deliver control.
Philanthropy + Legacy
True legacy is built through values, not just valuations. We help you formalize your giving—whether through foundations, donor-advised funds, or strategic family conversations—to ensure your calculated impact is generational, not episodic.
Family Governance
Great families operate like great companies: with clarity, alignment, and communication. We guide the creation of governance systems that foster shared decision-making, educate the next generation, and avoid unnecessary conflict. Harmony is engineered—not hoped for.
Planning for the Unknown
Tackle surprises and uncertainty
with adaptable, resilient strategies.
Guided by our vision, we will shape your legacy.
“Our work reflects a deep respect for where you have been, and what the future may bring.”
KULDEEP S. MADAN, FOUNDER + CEO
The M+ Private Client Services are built to anticipate and adapt.
From economic shifts to unexpected family transitions, we design forward-thinking strategies that utilize a unique blend of services + people, resulting in solutions that are rarely achievable without additional outside advisors + specialists.
Our integrated approach ensures that your wealth, values, and legacy are protected across generations and you’re prepared to navigate any challenges the future may hold. At M+, we help our clients transition from uncertainty into unique opportunities.
We excel in managing estate oversight for:
Ultra-Affluent
Families
Founders
Seeking Optimization
Entrepreneurs
Looking to Level Up
Executives
Focused on Growth
“Effective wealth management relies on a foundation of trust, technical expertise, & unwavering fiduciary responsibility. M+ is committed to all three.”
RITA RYAN, CFO + HEAD OF PRIVATE CLIENT SERVICES