High-net-worth individual taxpayers are constantly having to navigate rapidly changing tax laws, gift and estate tax exclusions, and low interest rates, not to mention, sometimes volatile financial markets.
MMC creates specialized planning and strategies for each high-net worth individual or family focusing on tax-efficient accumulation, preservation, drawdown, and transfer of wealth. Along with your tax professional, MMC will work as your “personal CFO” to have a unique understanding of your financial situation and be at the forefront of the personal financial planning process.
