M&A assists a high networth clientele through a wide array of wealth enhancement vehicles by providing administration and management guidance. M&A directs holdings in excess of Six Hundred Million US Dollars.

It is M&A's policy, unlike our competitors, to urge its clients to participate in the ongoing management of their money and assets. Though an individual or family may be employing a trust or other vehicle for advantageous tax and or financial benefits, it is not necessary for that individual or family to relinquish or minimize control to achieve the desired advantageous result unless it is the client’s wish or the client’s circumstances dictate.

M&A offers an array of Trust Management Programs focused on providing the client’s desired involvement in their trust assets.