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Services

A family office designed around you.

Legacy at TMG tailors our approach to your unique needs, ensuring every aspect of your family’s wealth management experience aligns seamlessly.

Services

A family office designed around you.

Legacy at TMG tailors our approach to your unique needs, ensuring every aspect of your family’s wealth management experience aligns seamlessly.

Wealth transfer planning

Our wealth transfer services focus on preserving your legacy. Our team will review any current plans and your long-term goals, and explore a range of options that reflect what truly matters to your family.

We will collaborate with you and the outside attorney to draft, implement, and manage your estate and gift plans with precision, including facilitating asset transfers and changing beneficiary designations.

Revocable and irrevocable trusts

Grantor trusts

Attorney coordination

Funding facilitation

Investment advisory services

Our investment advisory services offer boutique-level service paired with institutional-grade opportunities, for portfolio management that’s aligned aligned with your family’s long-term financial, estate, and charitable goals.

We utilize global market insights and personalized risk assessments to deliver a robust investment plan that evolves with your needs. Our in-house strategies eliminate additional fees and provide custom services for greater control over your investments, and we’ve selected trusted partners to offer opportunistic strategies for income and capital appreciation.

Tax-efficient portfolio strategy

Asset allocation

Alternative investments

Cash flow analysis

Tax advisory and compliance

Expert tax planning is essential to optimize and preserve family wealth, minimize liabilities and ensure full compliance. Our advisory team specializes in complex tax issues for families, businesses, and charitable entities.

Our expert in-house CPAs and tax professionals can assist with tax returns and projections, for personal filings as well as those for family partnerships, trusts, LLCs and charitable entities. And all of our income tax planning is done in coordination with our wealth management and investment teams for a seamless, strategic process.

Preparation of income and gift returns

Liquidity events

Stock options and RSUs

Projections and long-term planning

Family governance

We implement family governance structures that promote transparency, collaboration, and long-term wealth preservation. By facilitating family meetings and helping draft shared mission statements, we help unify family goals and create a strong legacy.

Our governance offerings include organizing structured quarterly or annual family meetings, creating family mission statements, and establishing strategies that define long-term risk management and financial goals for future generations.

Structured family meetings

Education programs

Investment Policy Statements

Conflict resolution and mediation

Philanthropic planning

Philanthropy can be a powerful foundation for instilling a legacy of giving across generations, and our team has deep experience guiding families through this essential element of wealth planning.

Our philanthropic planning services help you align your giving strategies with your family’s mission to make a meaningful impact. We can create gifting entities, manage their compliance and administration, and optimize charitable gifts for tax benefits.

Organization research

Gifting strategies

Entity management

Tax optimization

Umbrella

Long-term care and disability

Insurance planning

Our team can help protect your family’s assets and manage potential liabilities, and ensure the financial well-being of family members and stakeholders.

While we do not sell insurance policies, we collaborate with trusted third-party providers to ensure seamless coverage to safeguard your family’s future.

Life insurance

Property and casualty

Directors and officers

Cyber liability

Umbrella

Long-term care and disability

Concierge services

Our concierge services offer personalized, high-touch support tailored to your family’s unique preferences.

From managing travel logistics to assisting with financial education for the next generation, we provide a seamless experience to meet your every need.

Cash-flow and bill-pay management

Private security

Business plan development

Purchase facilitation

Meal-delivery services

TMG difference

Your why powers your future.

You deserve more than just money management. Your financial strategy should be grounded in your purpose and values. That’s why we start by finding a why that reflects you and your family. We create space for you to define a shared vision, then design a plan to build a legacy that lasts for generations. That’s why-powered family wealth management.

Discover our story

Tailored approach

How we work together

Our process is designed to make your financial journey more meaningful and transparent.

Discover your why

We begin by creating space for you and your family to have these conversations. We’ll identify your goals and values, and define a vision for the future.

Audit your current financial plan

Our process identifies any blind spots and hidden fees in your current strategy to determine what changes must be made to build a plan around your needs.

Build financial strategies tailored to you

Our holistic approach integrates every aspect of your finances, investments, tax strategies and estate planning, so it all works seamlessly for you.

Continuously adapt to your needs

Your plan evolves with you. We conduct regular reviews to ensure your strategies stay aligned with life changes, financial goals, and new dreams.

Our team

You don’t get one advisor. You get The Mather Group.

At the heart of our family office is our skilled team, all experts in their specific fields, working collaboratively on every facet of your family’s financial journey. From navigating complex landscapes to addressing personal concerns, we tailor our strategic counsel to your unique circumstances, ensuring your family’s wealth is handled with the care and attention it deserves.

Meet our team