Our Services

We work closely with our clients to ensure that their wishes and long-term desires are fulfilled on every level. Our diligent research methods and our knack for tracking trends, sets us apart from other Family Offices and helps our clients make smart, well-informed decisions on all fronts. We take pride in our collaborative approach and the relationships we have created with our clients and their affiliates. Our success is based on trust, mutual respect and proven results.

Key areas of expertise include:

  • Investment Management
  • Financial Services
  • Bookkeeping and Bill Payment
  • Philanthropic Consultation
  • Household & Property Management
  • Legal Advisement
  • Mart Management offers management services for related-party businesses and real estate across various asset classes and geographies. Our process is driven by a belief in the value of deep and thoughtful manager and asset class research led by senior members of the firm.

    Our client family’s portfolio is managed and improved by project managers who have a results-oriented style that that enables growth and diversification across countries, currencies, and assets. Due diligence is conducted using systematic processes based upon both quantitative and qualitative factors.

    We currently provide the following investment management services for our client family:

    • Investment maintenance
    • Ad hoc research
    • Consolidated performance reporting
  • We are fortunate to have a talented team of financial professionals who have worked with high net worth individuals for years before joining our firm. We pride ourselves on highly customized solutions to meet the specific needs of our client family. We are dedicated to helping family members create and implement comprehensive financial plans that are in line with their interests and desires.

    Those services include:

    • Estate/trust/gift planning and review
    • Life insurance summary and review
    • Property and casualty insurance summary and review
    • Debt review
    • Cash projections and net worth planning
    • Consolidated financial statements
    • Family company advisory
    • Comprehensive family financial notebook
  • Mart Management is dedicated to accuracy, responsive service, and effective financial controls. Through dedicated bookkeeping and accountancy, we make sure we follow the law to the letter and complete proper due diligence. We currently provide our clients with services that include, but are not limited to:

    We currently provide our clients with services that include, but are not limited to:

    • General ledger accounting for personal and entity books
    • Consolidated financial statements, including multi-currency
    • Bill payment and payroll processing
    • Airplane, yacht, and other special asset management
    • Concierge services tailored to specific client request
  • Our team is in close touch with our client family about the causes they hold most dear, the legacy they wish to leave and the things that matter most in life. It is our goal to make sure their philanthropic dreams come true.

    To date, we have helped with the following philanthropic services:

    • Foundation creation
    • Foundation strategy and governance
    • Foundation management and oversight
    • Gifts coordination