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Family Office Services

MCM offers a variety of family office services tailored to meet the needs of your family. We can assist with everything from bill paying and checkbook reconciliation to facilitating family meetings. We can help clients build a comprehensive set of ‘books’ that can be used to manage your family wealth.  In addition, through our wealth management group, Meritrust, we can manage and design your investment portfolio.

Our services include:

  • Tax services
    • Tax preparation
    • Tax filing

  • Administrative services
    • Bill paying
    • Budget & financial statement preparation
    • Document & record management
  • Wealth transfer
    • Estate planning
    • Trustee services
    • Risk management
  • Family governance
    • Family meetings
    • Family consulting & education
  • Wealth management
    • Investment policy design
    • Portfolio management & monitoring
    • Written financial plan with interactive planning

Count on MCM to deliver the tax services you require. For more information, contact Vicki Buster, CPA, JD, 502.882.4465.

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Personnel Profiling joins MCM

Effective July 1, 2014, Personnel Profiling, Inc. has joined the team at Mountjoy Chilton Medley, Kentucky’s largest CPA & advisory firm. With MCM, we’ll continue to offer the same top notch HR assessments, services and tools, now coupled with a greater breadth of in-demand expertise and services. You can now find the PPI main office and staff at MCM’s downtown Louisville headquarters.

Read About The Merger Continue to MCM's Website