Royal / Private / Family
Maximus provides comprehensive and individualized wealth advisory services. At Maximus, we work in partnership with our clients to establish their financial objectives. We deliver financial advisory services that are fundamental to achieving these goals. Our integrated approach gives us the insight we need in order to provide superior advice. Maximus’ financial advisory integrates and coordinates multiple financial aspects of a client’s life including cash and liquidity management, investment portfolio management & monitoring, accounting and tax.
Cash and Liquidity Management
Maximus works with clients to develop comprehensive expense and budget to variance reporting across multiple entities, households and business activities. These include cash projections and the efficient management of cash needs for personal, business or investment purposes.
Portfolio Management & Administration
We construct a full picture of a client’s assets across all investments, custodians and entities. Services include setting up new investment vehicles and accounts, coordinating investments in private partnerships, managing capital calls and providing the detailed financial record-keeping that serves as the institutional memory of a dynamic family group.
Wealth Transfer Administration
Maximus monitors and administers client wealth transfer planning. We track the success of wealth transfer plans and assist clients to crystallize and protect successful planning. We track intra-family loans, facilitate making required interest and principal payments, annual exclusion gifts, funding life insurance premiums and all of the required tax compliance and disclosure.
Investment Portfolio Performance Reporting
Our clients receive consolidated investment performance reports at the investment, asset class and portfolio level as well as the ability to aggregate and roll up multiple pools of assets. Our reporting capabilities are robust, dynamic and can accommodate a range of asset types as well as custom benchmarks and portfolio scenarios.
Additional Services
Supplement services include bill payment, accounting/bookkeeping and financial statement preparation services. Maximus also offers family office implementation consulting to families with full or limited scope family offices in place including investment, tax and implementation advisory.
Maximus’ estate planning offers deep technical expertise and expert advice to our clients. Our estate planning services include:
Estate Plan Review
At Maximus, we believe estate planning is an integral part of a client’s overall wealth management plan. We work with clients and their existing advisory network such as trusts and estates attorneys to review estate and planning objectives in consideration of the family’s goals.
Wealth Transfer Administration
Our in-depth, consolidated financial reports facilitate the effective administration and monitoring of estate and wealth transfer planning vehicles. We monitor the performance of existing estate planning entities to ensure on-going objectives and obligations are achieved.
Wealth Transfer Solutions
We develop strategies that respond to the complex wealth and estate planning challenges of ultra-high net worth families. We offer our best ideas to a select group of clients, typically in response to specific planning needs which may include transactional planning and structuring, sophisticated inter-generational wealth transfer considerations, wealth preservation, asset protection and distribution strategies.
Tax
Our clients often have complex and unique tax circumstances. Our experienced team works with our clients to understand and analyze their current and future tax situation. We offer a full scope of private client tax services for individuals, trusts, estates, partnerships, corporations and tax-exempt entities. These services include tax return preparation, tax planning and projections, tax research, audit assistance and philanthropic planning. We have specific expertise relating to the taxation of alternative investments and family investment vehicles.