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